Our consultants follow a trusted deployment methodology based on Microsoft’s own implementation method and developed by EOH Microsoft Coastal according to our highly regarded Systems Development Lifecycle (SDLC) discipline aligned to Surestep. Our friendly and mature CRM team at EOH Microsoft Coastal believes in working with your sales team to understand their unique challenges and tailor the system to work in a familiar and easy way. Elements of a typical CRM project: We create role-based and group-based permissions for easy information distribution and sharing. Automate your web-to-lead system and apply filtering rules. Coordinate Customer Service, Marketing and Sales by tracking leads in one centralised system. Use guided dialogues to streamline the qualification process. Manage tenders, RFP’s and bids centrally by quickly setting up bid teams, templates, deadlines and tasks Use Microsoft Dynamics CRM right within Microsoft Office Outlook. Ensure your people are working on current product, account data with bidirectional data synch between Microsoft Dynamics CRM and your ERP system such as Syspro, SAP, Great Pains, Dynamics AX or Navision. We will tailor your sales pipeline dashboards for improved financial planning and sharing. All reports and analytics including revenue projections are displayed by individual, group, region or the entire business. Our consultants analyse your process and create guided dialogues and easy-to-act-on KPIs across the sales organisation to make training and user adoption easier.