xRM Partners

We work with Microsoft CRM for both on premise and online solutions, the Microsoft tool for customer relationship management (CRM) that integrates directly into Outlook & other Microsoft Office applications including Word, Excel, and PowerPoint. We offer services that start from the preliminary discussions through to implementation and customisation, with extensive support and training. Plus we offer Fast-Start and Upgrade solutions, for a fast and focused deployment.

Office 365 gives you an office in the cloud. You get to use the familiar Microsoft cloud computing products (Outlook, Exchange, SharePoint, Lync, Office Web Apps, Office Professional Plus) and have superb security capabilities as part of the package with Microsoft Office 365. The products are delivered online (through the cloud), and paid for on a monthly subscription basis. Office 365 comes in a variety of plans but products listed can be purchased individually (except web apps) With tools such as email, messaging, calendars, web conferencing and document sharing/editing your whole team can work together, wherever they are based (anywhere access).

ActionStep: For service based companies, run your entire business using ActionStep, from the first client contact on your website through to billing and taxes. A single contact database gives a complete history of your clients interactions with your firm. With its unique workflow-based approach and centralization of related information, ActionStep makes managing matters easier than ever before. Get powerful insights into your practice in real-time, with a wide range of data. Quickly and easily track the time and expenses, and create invoices at the click of a button. The ActionStep solution works with almost any PC and on any browser you are no longer reliant on purchasing specific software to make this incredible business management system work for you.

CRM Addins: We offer a wide range of add-in products to enhance and extend your Microsoft solution. CRM add-ins can be a cost effective solution to fill the gaps that standard CRM cannot fill. These add-ins delivery increased business functionality and productivity. CRM add-ins cover a wide range of needs from project management to sales productivity, from auditing to account explorer, and employee management to feedback management and so many others.

Training:We providea range of training for all products: free, standard, advanced and customers specific, and these can be web-based or site based. It can be offered one to one, or group sessions, with an emphasis on modelling any training to suit the companys specific needs. Training we feel is pivotal to the success of your solution so get high quality training from our experts so you can become an expert.

Support Services: Support services are wide and varied and include: implementations and installation, configuration to customisation, and data migrations to discovery workshops and so much more. We give thorough advice and guidance to you for your solution to function at its most effective. We want all customers to feel confident and secure in any product they are purchasing.

• UK

• Serving commercial and industrial clients
• Licensed and insured

• Microsoft CRM: integrates directly into Outlook and other Microsoft applications Word, Excel, and PowerPoint.
• Microsoft Office 365 gives you familiar Microsoft cloud computing products
• ActionStep: run your entire business with ActionStep, from the first client contact on your website through to billing and taxes.
• CRM addins: enhance and extend your Microsoft CRM solution cost effectively.
• Training: free, standard, advanced & customers specific, web-based or on premise.
• Support: services are varied from implementations to installation and everything in between.

• Microsoft Partner