Happy first birthday CRM!

We have signed up five new CRM customers, taken on work from another four customers who were already using CRM, and involved every area of Theta in this new CRM journey.

Our digital team has been working on bots with CRM integration - among other initiatives. We have implemented projects with connectivity to Microsoft Dynamics NAV, implemented Click Dimensions and Resco within CRM, and even used Microsoft Azure Logic Apps to support integration for one of our projects. Support is part of the picture, and Theta BI is delivering remarkable CRM data insights plus holistic overviews where CRM data is combined with customer data from other sources.

We have implemented CRM internally at Theta, giving us a 360-degree view of our customer relationships while supporting the management of a large pipeline of opportunities. We're also using Click Dimensions for our customer newsletter, Thetagram.

We employed three new CRM staff, have used existing staff on CRM projects, and are well on our way to our Microsoft Gold Competency. There are plenty of CRM opportunities on the horizon, too - the future looks bright!

Find out more about our CRM capabilities.

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