Patrick Willis Email & Phone Number

Are you leading a growing business and don't have an effective CRM managing end to end client relationships with clear visibility of pipeline and delivery management? Bringing together client comms, contracts, finance and resourcing.Is your team's time wasted wrestling with IT and manually re-keying information? Problems with tracking delivery, inconsistent process workflows, challenges with data centralisation, poor coordination between teams (Sales, Service, Finance), compliance and data security concerns?Would you like to be running on a CRM platform that will benefit you now, and grow with your business: managing leads and opportunities through to delivery, giving you a transparent view of the pipeline, and support the whole team working together?If your business has at least 1 million GBP/USD revenue and wants to keep growing, it's likely I can help.My business, Pragmatic Dynamics specialises in implementing Microsoft Dynamics CRM rapidly and effectively. If you use Microsoft products already, Dynamics CRM is a natural choice. It integrates directly with your office software, it can be shaped precisely to your business and it will still retain the security and resiliency of enterprise cloud software.If it's early days for you, we recommend our Business Case and Strategy workshop so you'll get real clarity on what it is you need and how to get there. Then when you're ready to move forward, we have packages of work to cover all your requirements, including: - rapid start package, including setup, configuration, data migration and training - advanced customisations - integration with other key business systems - real-time data insights such as an accurate sales and revenue pipelineIf you need to move fast, we can move from launch to live in a month for the first release, and build from there.There's plenty more too, integrating AI tools for account planning for example, and designing to minimise licence costs.I'm doing this because a few years ago, working with a client on IT Strategy, we decided on the Dynamics platform, and I subsequently implemented it for them across their business. I was amazed at how Dynamics combined a powerful base platform, with the ability to rapidly customise to specific business needs, whilst still being fully supported by Microsoft, never compromising security or data integrity.So I brought my 30+ years of experience in IT strategy consulting and delivering complex change programmes to focus on Dynamics and the Power Platform. If you'd like to explore working together, please feel free to DM me,

Listed skills include Enterprise Architecture, It Strategy, Solution Architecture, Soa, and 25 others.

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  University Of Southampton

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