Frequently Asked Questions

  CRM

CRM stands for "Customer Relationship Management". It is a package of features within a piece of software which enables a business to control all aspects of their business, such as marketing campaigns, communications with customers, monitoring business opportunities, quoting, purchasing from suppliers, sales, stock control and much more, all in a single view and location.


There are many CRM software packages available, but all have theirs strengths and weaknesses and not all businesses need a CRM. We only offer two of the most popular to our customers, one is the Microsoft Dynamic 365 and the other is Nimble, both are world leaders.

ERP (Enterprise Resource Planning) is a part of CRM which deals with the internal issues of the business such as finance and accounting, HR and project planning. As the name suggests, only large businesses will need this type of software. ERP is part of Microsoft Dynamic 365.

Of course not, and that is why we offer Microsoft CRM. Because Microsoft CRM is a modular software so you can pick and choose what you need. You may want sales and marketing and supply chain, but don't need HR, project management and so on. You only pay for what you need, and of course you can always upgrade should you come to a point that you feel you need extra help to manage your business.

Nimble is a slightly different type of CRM. It focuses on all your contacts in your social media accounts as well as your customers and links them up with your calendar in your Office 365. It allows you to manage all the messages you get from people in social media and reply to them within Nimble.


Furthermore, you can drag a lead and convert it into a deal. With Nimble, you never lose sight of a potential lead. This is a tool your sales team will appreciate. We recommend watching the video we have provided on our website.