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» Brookson Case Study

K3 helps leading UK accountancy service improve sales and marketing processes with Microsoft Dynamics CRM

Brookson Case Study

» CRM: The Winning Strategy in a Challenging Economy

The Role of CRM in a Challenging Economy

CRM: The Winning Strategy in a Challenging Economy

Team Knowledge

Team Knowledge is a powerful add-on to our Microsoft Dynamics CRM solution that allows your organisation to deliver your services electronically; in a contact centre, person to person or via the web.
 
In today’s fast moving, cost conscious market place, Team Knowledge excels in removing dependency on expensive consultancy to overcome the obstacles of changing, upgrading or improving core contact systems. The flagship TKDialogs software provides agent call scripting and website self-service capabilities to our Microsoft Dynamics CRM solution.  The easy to follow scripts lead the user step-by-step through a defined process with full read/write access to all CRM data including custom entities and attributes. By using the CRM’s web services interface, you can automate the creation of documents, emails and many other tasks.

 

The comprehensive integration between Team Knowledge and our Microsoft Dynamics CRM lets you:

  • Provide powerful inbound/outbound call scripting and website self-service capabilities

  • Single, simplified user interface to multiple CRM entities and other data sources

  • Automated decision logic based on user input, existing data and computed results

  • Generate documentation from multiple data sources or CRM entities