Xrm Architects Information

CRM Consulting Services We are a specialist provider of a complete range of CRM consulting services and are based in Jersey. We provide Microsoft Dynamics 365 CRM solutions and services to clients in the Channel Islands and further afield. Our aim is to provide you with the technical expertise, resources, deep knowledge and experience that you need to ensure successful projects to help optimise the operations of your business. Whether you’re looking for reduced costs, increased profitability or streamlined business processes and optimised communication between departments, we can help. With more than 10 years of experience in the arena of CRM solutions and 20 years in the field of creating Business Solutions, we have what it takes to make it easier for companies to enjoy the business advantages of the Microsoft Dynamics 365 CRM platform. Many of our clients are looking to implement Microsoft Dynamics CRM to help with: • Migration to Microsoft Dynamics 365 • The implementation of a structured sales process • Effective measurement and monitoring of sales activity • The ability to develop more complex customer relationships • To handle increasing lead generation and connect to eMarketing and social media • CRM system that can integrate with web site • To migrate from Goldmine or Act! • The implementation of operational business processes • Customer services and website integration • The use of scorecards to gain better intelligence from business system • Reduction of costs through business process automation • Increase visibility by making summarising client data into one view Our CRM clients will typically come from the financial services sector but may also come from the following industries: • Trust companies • Wealth management • Banking • Public sector • Regulatory • Legal organisation