Customer Relationship Management Solutions

Microsoft Dynamics CRM

Wattle is a Microsoft Dynamics CRM partner in Bristol with over 18 years experience providing CRM consultancy, development, support and training services. We are one of only a small handful of UK consultancies that are capable of developing completely bespoke and fully integrated solutions around Microsoft Dynamics CRM. From integrating disparate systems to developing web and portal solutions, our team can significantly improve your sales, marketing and customer service processes.

Microsoft Dynamics 365

Microsoft Dynamics 365

Expanding beyond traditional CRM

Microsoft’s latest advancement has arrived. Dynamics 365 combines what we currently know as Dynamics CRM, including Sales, Marketing and Service with Dynamics AX into a cloud-based system that streamlines data management and integration with Office 365. As a powerful .NET platform, Dynamics 365 can be configured to address even the most complex requirements, allowing organisations to manage any form of data within Dynamics 365.

Dynamics CRM Support

more than a traditional help desk

Wattle Dynamics CRM support delivers far more than a traditional help desk. Through a unique combination of proactive support, system diagnostics, inclusive consulting and development time and bespoke onsite training we ensure your system is kept in optimal working order so your people and organisation can flourish. Our managed support subscriptions include all the resources that you’ll need to empower your team, configure and extend Dynamics CRM, and realise your objectives. Get expert CRM help and spread support costs monthly with Wattle.

Dynamics CRM Support
Sales Process Managment in CRM

Sales Process Managment in CRM

Manufacturing Sector

This oscillator manufacturer experienced large volumes of inbound sales enquiries. They needed to ensure that each request for a quote was processed in a timely manner and, more importantly, followed up to close the sale. Wattle worked closely with their sales team to ensure that we fully understood the opportunity life-cycle and then implemented business processes reducing the total time it took to process a new quote. We also implemented a series of workflows to ensure that Dynamics CRM was chasing sales people to follow up on each quote generated, within a predefined timeframe, and escalated any issues with performance to the management team. By ensuring that they were able to identify opportunities, and manage the sales life-cycle, we ensured this manufacturer will never miss out on a new business opportunity again.

Customer Lifecycle Management in CRM

financial services sector

This financial services business required a solution to fully automate the full customer lifecycle - from initial enquiry to underwriting loans and invoice factoring enquiries. Wattle worked closely with them to map out the end to end business process required to support their customer lifecycle. This was then translated into a series of automated workflows and business processes, configured in Dynamics CRM, to provide visible prompts to users helping them navigate complex user journeys and adhere to important industry regulations. Wattle leveraged Dynamics CRM to help the client improve productivity and provide complete visibility of the customer lifecycle.

Customer Lifecycle Management in CRM
Operational Management in CRM

Operational Management in CRM

Travel Sector

This niche tour operator required a fully integrated line of business application capable of managing both their post and pre-sales operations across the UK and Canada. Wattle, taking full advantage of Dynamics CRM workflow automation and business process visualisation, fully automated the process of handling the day to day sales, marketing and operational booking processes. This significantly improved end user productivity, created major efficiency gains, swiftly processed all bookings and ensured the client maximised every sales opportunity.

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