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Navicon Professional Services

B2B sales & client relationship management for professional services

Have all information about your clients and sales on your fingertips!

Navicon Professional Services is the IT solution for the companies that offer professional service (audit, consulting, system integration, etc.) and comprise of 100+ employees.

Main solution users:
  • Sales directors, development directors and their assistants;
  • Sales persons, account managers;
  • Important production staff that also participate in sales and interact with clients;
  • Marketers;
  • Analysts, risk professionals.

Over 2000 users are already taking advantage of Navicon Professional Services.
Platforms: Microsoft Dynamics 365, Microsoft Dynamics CRM, Terrasoft bpm’online

You need to

Gather as much information about your clients as possible and keep the detailed history of interactions with them
Advance your relationships with clients, nurture their needs
Monitor your sales pipeline (the conversion rate stage-by-stage)
Analyse the sales efficiency for each manager, subdivision, services, and client segment
Ensure strict policies of data access differentiation
Access the system from any location and device

Solution features

Aggregate and organize all information you have on your clients

Navicon Professional Services allows you to maintain the reference list of clients including the hierarchy of organizations and the clients' segmentation by industries, priority, territories, informal groups, etc. The data on legal entities can be enriched using external sources.

Ensure the transparency of your interactions with clients

The solution allows you to manage client relationships, as it gives you the full picture on each particular employee as to his or her level of contact with a client, as well as on the ways used to influence the clients' decisions.

Analyse your sales in-depth

The solution enables you to monitor the sales process by stages (sales pipeline), forecast your sales for the near future, and analyse the previously achieved results.

Adopt the systems approach to sales management

Navicon Professional Services ensures an end-to-end process – from the registration of a lead to the emergence of a contract/project, including risk estimation procedures and the initiation of the contract/project in the accounting system.

Manage data access rights smartly

The solution allows you to develop sophisticated policies to differentiate confidential data access (contacts' personal data, financial data on deals, etc.).

Solution benefits

Integration with Microsoft products (Outlook, Excel, Skype for Business)
The unique system of data access differentiation
The possibility of integration with external data sources
A simple and transparent end-to-end sales process; support for various types of deals
A toolkit to advance your relationships with clients and nurture their needs
The possibility of using ClickDimensions to manage marketing and loyalty
Mobile access

Solution is already being used by

OMS
Project

OMS / Marketing and management for professional services

Solution news

Navicon Is Microsoft Gold Partner in Cloud Platforms

System integration and development company Navicon got Microsoft Gold Partner status in cloud platforms. The Gold Partner status in the partner programme is assigned for the high expertise level and successful projects based on Microsoft Azure. It is already the eighth time Navicon gets Microsoft Gold Partner status. ⁠

Gartner Lists Navicon Among CRM Providers for Pharma and Biotech Companies

Navicon, a system integration and software developing company, has been listed among 18 Representative Vendors for CRM solutions for pharmaceutical and biotech industries by a global research firm Gartner in its report 'Market Guide for CRM in Pharma and Biotech'. Navicon is the only company headquartered in Russia that was included in the list.

Navicon Is Among Top 10 CRM Providers in Russia

System integrator and software development company Navicon joined the list of Top 10 CRM providers in Russia, according to the “CRM (Russian Market)” report conducted by TAdviser, one of the leading Russian IT mass media. Navicon is the 4th in the quantity of CRM projects and the 7th in revenue, having the highest growth speed in the market. The rating and the report prepared by TAdviser’s analysts count companies’ figures in 2015–2016.