Wattle have over 15 years’ experience delivering mission-critical CRM projects. Our CRM consulting service is 100% focused on Microsoft Dynamics 365.
Get StartedWhether your organisation requires an out-of-the-box rapid deployment with limited services or an in-depth solution that extends beyond core functionality, we have the people, the skills and the processes in place to guide you every step of the way. The end result is seamless project delivery that runs on time and on budget.
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.
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.
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.
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.
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.
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.
Attract new members with stunning design and seamless user experiences.
The UK Council for Psychotherapy (UKCP) is the leading organisation for psychotherapists and psychotherapeutic counsellors in the UK, supporting more than 11,000 professional members working across a host of different modalities and therapy types. In early 2020, UKCP commissioned Wattle to work with them as strategic technology partners to discover, design and develop a new Umbraco CMS website centered around an innovative and intuitive Find a Therapist tool.
READ UKCP CASE STUDYThe Institute of Asset Management (IAM) adopted Wattle's Membership Experience Platform, MemEx, to replace their existing ADX Studio website CMS and ageing Dynamics CRM system.
READ IAM CASE STUDYThe CIArb adopted Wattle's Membership Experience Platform, MemEx, to replace their existing Telerik Sitefinity website CMS and ageing bespoke CRM database.
Find Out MoreInternational membership organisation TRADA adopted Wattle's Membership Experience Platform, MemEx to increase online member acquisition and drive deeper member engagement.
This sophisticated platform includes a website powered by Umbraco's powerful CMS, an Umbraco self-service portal, Microsoft Dynamics 365 and membership analytics and reporting.
RIBA formed an ongoing partnership with Wattle to provide support and development for its complex Sitecore CMS and bespoke .NET website estate.
READ RIBA CASE STUDYNot-for-profit technology advice provider Eduserv formed a long-term managed service outsourcing partnership with Wattle to provide ongoing software development and support to its AppDev client base.
READ EDUSERV CASE STUDYWattle were selected as the ETF’s strategic technology partner to deliver an extensive digital transformation programme, termed ‘Transform’, and centred around the adoption of a single Umbraco CMS (website and membership portal) and Dynamics CRM platform.
READ ETF CASE STUDY
