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Your CRM Journey

At Wattle, we are here to guide you on your CRM journey. Our expert Consulting team start by focusing on your people and processes so we can understand the business objectives driving your project and the specific needs of the people involved. We then configure the software to meet your requirements, get you up and running quickly, and provide the ongoing support you need to be successful.

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Discovery & Requirements Definition

Key to any successful CRM project is detailed requirements definition at the outset. By identifying your process we can adapt the software to meet your specific needs and also uncover opportunities to streamline and automate tasks. 

  • Delivered in workshop format our CRM Consultants will guide your Project Sponsor and team through a detailed discovery process.

Proven Implementation Methodology

With so much riding on a successful outcome, planning and smart implementation are critical. Wattle deliver all Dynamics 365 deployments following Microsoft’s approved Sure Step client engagement methodology. 

  • SureStep is considered a full lifecycle methodology because it encompasses all phases of a customer engagement comprising: Diagnostic, Analysis, Design, Development, Deployment and Operation.

 

Dashboards & Reporting

As one of only a few CRM Consultancies capable of developing completely bespoke Microsoft Dynamics 365 solutions, Wattle have the custom development capabilities to work with virtually any business data in, or integrated with, your CRM system.

  • Configure dashboards personalised to your department or role with related KPI tracking. 
  • Configure more advanced reports, encompassing data in related systems, to secure the management information you need.

Integrate your Organisation

You rely on a variety of crucial business applications that help your organisation function. Many of these applications share common data. Wattle provides integrations for those key business systems.

  • Optimise your CRM system through integration with related applications like website CMS, ERP systems, analytics software or an e-commerce platform.
  • Bridge the gap between systems and streamline processes, eliminate bottlenecks, improve efficiency and achieve cost savings.

Go Live & Ongoing Support

Go live with a new CRM system brings its own challenges, like change management and user adoption. Rest assured that we will be there with you every step of the way.

  • Onsite support during go-live and give peace of mind knowing that the same team that helped you scope and design the solution are available during the process.
  • Ongoing bespoke blend of support, development, consulting and training services, delivered on-demand and cost effectively, to ensure your CRM investment continues to adapt and improve as your organisation grows.

 

 

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Trusted Expertise

With over 15 years’ experience delivering mission-critical CRM projects our expert Consultants have real-world experience in sales, marketing, and customer service and deep technical knowledge. They understand your needs and can design a solution to meet them.

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Bespoke Solutions

Wattle are one of only a few UK CRM Consultancies that can develop completely bespoke and fully integrated solutions around the technology. Once we understand your business and your goals, we can configure a solution to deliver exactly what you need.

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Responsive Support

Our relationship doesn’t end at go-live. We know you’ll need ongoing support to get the most out of your CRM investment. Our proactive CRM support team is on standby to provide a bespoke blend of support, development, consulting and training services.

Ready to get started?

Get in touch with us today