Microsoft Dynamics CRM

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

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

We have worked with many CRM platforms including Janna, Goldmine, Act, Siebel, eWare, Accpac, Sage etc. What we have seen in those 15 years is that regardless of the technology platform the keys to success lie ultimately with the people and the processes.

Kynetix & Microsoft Dynamics CRM

As a London-based Microsoft Gold Certified Partner, Kynetix have extensive skills and expertise with Microsoft Dynamics CRM and we can quickly help your organisation get up and running with it.

We have chosen Microsoft Dynamics CRM as our own CRM system and have therefore got real day-to-day, hands-on experience of it. We know its strengths and weaknesses.

We offer an enhanced CRM solution to financial services companies in Retail Banking, Commercial Banking, Capital Markets or Wealth Management.

Building on our experience of Microsoft CRM and our long background in financial services, Microsoft CRM enables us to add specific features that are required in this sector. 

The services we can 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