Launches Client Management for Professional Services based on Microsoft Dynamics CRM

October 10, 2006

Aspective, the leading provider of Microsoft Dynamics CRM solutions in the UK, today launched Aspective Client Management for Professional Services. The client management system provides professional services organisations with expert consultancy and tools to drive profitability through strong client relationships. Built on a Microsoft Dynamics CRM platform it offers a highly intuitive client management system that accounts for the specific billing, contact management and reporting requirements of the professional services sector.

The system provides users with a central database to effectively manage and monitor all client interactions. From this database automated analysis and reporting can be carried out to identify new business opportunities and reduce time spent on account administration. Aspective has developed the system through considerable experience of working with professional services organisations and resolving pain points associated with traditional CRM systems, which typically revolve around clearly defined sales and marketing functions. For many professional services companies this model does not work as sales and marketing are not the core competencies or blend into the services function.

“Historically, professional services companies have lost significant revenue and billable hours adjusting CRM systems to work the way they do. What they sell is skills, knowledge and expertise; not goods or services,” said Dean Carroll, Vice President at Aspective. “What we have developed, builds on the flexibility and ease of use of Microsoft Dynamics CRM to address the industry’s fundamental dynamic of establishing credibility, competence and trust through personal relationships. It gives users the inside out knowledge of new or potential clients that creates confidence and wins new business.”

Key features of Aspective Client Management for Professional Services include:

• Comprehensive database of all client interactions – access to a centralised knowledge base detailing all interactions with clients across the entire organisation
• Automated client analysis – enables users to identify client preferences and characteristics; identifies cross and up-selling opportunities
• Seamless integration between Microsoft Dynamics CRM and outlook – promotes fast user adoption and enables users to quickly look up client history in the CRM system from any Outlook email, contact, appointment or task
• Campaign Return on Investment tools – provides full end-to-end activity reporting and measurement to easily evaluate ROI and campaign costs
• Expert consultation, design and implementation – Aspective’s team of consultants have extensive experience in working with professional services organisations and have done over 60 installations of Microsoft Dynamics CRM

“Strong client relations are the lifeblood of professional services organisations. Having access to the right information at the right time is critical to building and developing these relations,” said Paul White, director of Microsoft Dynamics’ product group. “Aspective has drawn upon its extensive experience in the professional services sector and expert knowledge of Microsoft Dynamics CRM to develop a highly intuitive and practical client management system.”

Professional services companies that Aspective has worked with include: Control Risks, Teksys, Cisilion and Atkins, amongst others.

Aspective Client Management for Professional Services is available immediately.

To request more information please email mscrm@aspective.com or call: +44 (0)1784 410420.