CRM Journey – check out the video
Touchstone CRM is hosting ‘Engaging the Next-Gen Investor – A Wealth Management CRM Seminar’
Wednesday, 7th February 2018
Touchstone CRM delighted to announce sponsorship of the Wealth Briefing GDPR London Summit
Wednesday, 13th December 2017
Consultancy UK Article : Five strategic challenges facing UK consulting firms
Tuesday, 17th October 2017
Whether you’re entering new markets, acquiring other businesses or restructuring your operations, your customers’ expectations are changing, employees come and go, and new competitors emerge. Your CRM system has to keep pace.
Our CRM development services provide a structured framework for reviewing new and forthcoming changes in your business. After establishing how they impact your CRM strategy, we will provide detailed recommendations for enhancements.
This assessment will help protect your investment in Microsoft Dynamics CRM by ensuring the system is always aligned with changes in your business. We’ll make sure we bring your managers, IT teams and users together so everyone is bought into your future.
Get in touch with one of our experts who will demonstrate our recent CRM developments, latest apps and integrations.