CRM
Specialists in CRM for Flexible Workspaces
We have designed and built solutions in both Microsoft Dynamics and HubSpot and have an almost equal split of customers on these platforms although they are very different. We help you identify and map your key requirements to help you evaluate which platform best fits your organisational needs and culture. The Flexible Workspace sector has its own unique requirements to enable you to not only track your prospect and customers but also the referring contact and manage duplicates and overturns. We have options and solutions to manage this providing you with the metrics to track performance.
We integrate your CRM solution as much as possible to your email, calendar and other business systems providing seamless data flow.
We are a HubSpot Partner and have been working with Microsoft Dynamics developing solutions for over 15 years
How we can help
Opstech How we can help:
We have developed a sales workflow for flexible workspace management that can be customised and tailored to your business. Our out of the box solution includes Sales Flow Process for Leads and Opportunities, Dashboards, Reports, Customer Service Case management, a Leadadi and Companies plug in as well as other system integrations.
We have customised Dynamics to create fields forms and views relevant to flexible workspaces. Within these elements there are still some options for your own customisations, such as auto assigning leads by location, accepting and rejecting leads with brokers. Once we understand your business processes, we can develop further workflows and customisation for you.
Opstech Services:
Sales:
Sales Management Processes | Opportunity Pipeline Stages | Accept & Reject enquiries | Manage duplicates and overturns | Template email responses | Dashboards | Reporting
Service:
Email to Case creation | Track customer requests and issues | Auto assign to teams and individuals | Escalation process by type | Dashboards | Reporting
Additional Options:
LeadDADI plugin | Website Integration | Companies House plug in | Power BI Reporting
