Optimal CRM are specialists in the implementation of Microsoft Dynamics 365 and CRM Online. We support On-Premise, Hosted and Online customers and have clients ranging from single user to 250+ seats.
We “Practice what we preach” that means every day, in-house, we use the software and systems we provide to our customers. Why else would you trust them? Customer Relationship Management is at our core and our objective is to make your client communications work better for you. Each project is the start of an on-going relationship between you and Optimal CRM, not just a one hit installation project.
Involved in the CRM industry since the concept became a standard and with a wealth of experience across all industries from single user to FTSE-100, you can trust us to deliver a solution that meets the evolving needs of your business.
Our two key offerings are:
Quick Start: Rapidly deliver core CRM functionality to a small group of users and expand over time.
Project Rescue: Auditing existing CRM implementations and reworking to meet customers’ needs.
We work across many sectors but have been particularly successful in the following verticals:
- Financial Services
- Retail Banking
- Corporate Banking
- Wealth Management
- IT Support (Especially Microsoft Partners)
- Charity/Not for Profit
- Professional Services
Our CRM services include:
We are based in West Yorkshire, UK. We concentrate our efforts on the North of England but have clients across the UK and beyond. Optimal was founded by Keith Cockerham who has been in the industry since 1999 and working with Microsoft CRM since version 1. Keith has worked on countless CRM projects over the years including many household names from simple 5-user sales pipeline projects to highly complex global implementations.
Optimal are one of only a handful of Microsoft Cloud CRM Partners – one of the first in the UK to achieve this status. We are a managed Microsoft Partner and a founding member of the UK Microsoft CRM Online SMB Partner Advisory Council.