Microsoft Dynamics CRM Services

For over 15 years Kynetix has been helping organisations in the financial services sector implement customer relationship management solutions.

From packaged solutions to custom developed solutions our dedicated CRM Practice has deep experience in making CRM a success.

Kynetix and Microsoft Dynamics CRM

As a London-based Microsoft Gold Certified Partner, Kynetix has the  skills and expertise to get your Microsoft Dynamics CRM implementation up and running quickly.

We offer specific CRM solutions tailored to the needs of financial services organisations in Asset Management,  Capital Markets or Wealth Management.

CRM services we offer include:

• Business case development. Assessing the impact, costs and benefits of implementing a CRM solution 
• Presentations & demonstrations to your staff and executives. From informal presentations to workshops, we can help you gain buy-in and build the enthusiasm for a CRM solution
• Business Analysis. Working with you to define the requirements for a CRM solution
• Data loading, We'll help you get existing customer data loaded into your CRM system
• System implementation and integration. Helping you get CRM up and running and inter-operating with other systems
• Custom Development. When you need to modify the system or when you need additional facilities not provided out-of-the-box
• Skills transfer and training so that your people become self-sufficient with your chosen CRM solution
• Support contracts. Providing you with ongoing support through the life of your CRM system