Take your business to new heights by integrating CRM and ERP solutions into your company’s framework, and benefit from further visibility, efficiency, and automation, together with the generation of accurate business insights.
Get in touchUnify your business by connecting people, processes and data across your organisation with an all-in-one solution.
Increase your sales by prioritising the right prospects, building stronger relationships with your clients and acquiring a better idea where leads are coming from.
Boost your marketing efforts by targetting the right buyers and embarking on multi-channel campaigns that work.
Companies are complex entities and at the heart of business priorities and decision-making lies data. Yet, analysing its sheer volume can be at times easier said than done. Designed to increase the overall profitability of a business, Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) systems increase profits by producing greater sales volume and simplifying business processes, while showcasing helpful insights that can lead to better strategic business decisions. Accelerate your performance, transform, integrate and scale your business with our CRM and ERP solutions.
Customer management is an essential part of any business, while the service level offered is a crucial competitive parameter. The perfect business solution when performance matters, a CRM system can help you organise, automate and synchronise your sales, marketing and customer service. At the same time, you can improve customer loyalty, nurture leads and prospects and conduct marketing activities in the most efficient and economical manner as possible.
PTL’s flexible and scalable CRM solution will assist you to propel your front-office to new heights, enabling efficient workflows, while offering features and tools that can be used as you require.
Office 365 Suite
Be productive anytime, anywhere and on any device. A central place where all your business can take place, Office 365 facilitates communication and cooperation, allowing you to collaborate, share files and documents with specific individuals or with an entire team. Work together with either Microsoft Teams or SharePoint, whereby you can access team files and always stay in sync, work securely from any location and have everything you need at your fingertips in one place. In addition, you can work in unison with your colleagues on a file by co-authoring in real-time and with a built-in document chat.
Dynamics 365 Business Central CRM
Having a precise and timely overview of your contact information is imperative in offering prospective customers what they expect and in increasing customer satisfaction. Business Central allows you to record important data regarding your business relationships in one single location, facilitating communication, while all interactions between your business and your contacts are recorded so as to keep track of your sales and marketing efforts. What’s more, with Business Central you can put in place a strong marketing plan that will not only allow you to identify and attract prospective clients, but you’ll also be able to retain returning customers. With a number of features in hand, various activities can be assigned to opportunities, salespeople and contacts, while individual, as well as multiple tasks, can be allocated.
Would you like to find out more about CRM & ERP Solutions?
Get in touchImagine your sale orders automatically flowing into your financial system without any manual re-typing, the order management department processing orders quicker and more accurately, while the finance department closing its books faster. If your employees have been accustomed to maintaining separate databases and spreadsheets and manually merging them in order to generate reports, then you’ll know that such processes tend to be time-consuming and limiting. It’s time to break down barriers between your business units, integrate your organisation’s various processes into a single system and to help your employees do their job more efficiently with an ERP solution.
PTL can help you manage back-office activities and tasks that will facilitate the smooth operations of your business.
Microsoft Power Platform
Power Platform allows for the extension of existing, powerful, holistic Microsoft end-to-end solutions such as Office 365 and Dynamics 365, and comprises of PowerApps, Flow and PowerBI.
Building tailored applications can enable your business to innovate and transform itself. With PowerApps, you can create a broad range of app scenarios both model-driven and canvas without the need for writing code, while you can create apps for any device. In addition, with Microsoft Flow Generic, repetitive tasks can be automated and transformed into multi step workflows that will allow you to process and respond to various requests while you’ll also be able to connect to on-premises data and cloud-based services so that you can access important data.
Business Intelligence and Analytics Solutions with Power BI and IBM Cognos Workspace
A business analytics service that allows you to visualise your data and share it across your organisation with live dashboard and reports, Power BI is scalable and can integrate with other tools, allowing you to continue working seamlessly with your existing solutions. In addition, it can simplify management, aid you to achieve compliance and keep your data secure, while delivering compelling reports on any device becomes straightforward.
Access Dimension
Scalable, innovative and easy to use, Access Dimensions is a software specifically designed for your finance and accounting department offering complete visibility. From cash management to sales, procurement and credit control, all workflows can be streamlined, while quote requests, site surveys, risk assessments and other issues are backed up. At the same time, teams can fully collaborate by sharing documents, files and other vital information. An all-round solution, Access Dimension can seamlessly integrate with other systems and applications, ensuring that your finance department runs efficiently.
