Primarily, the deep know-how and experience exhibited by Jeff and his team are unparalleled when it comes to Dynamics CRM in Financial Services. Their deep understanding of CRM in FSI and their extensive best practices allowed multiple customers of mine to optimise their processes and teams set up to get the most out of the vendor (Microsoft) and partner ecosystem.

One of the standout qualities of Boss Consulting is their ability to deliver on a large scale but with agility. Having deployed over 40,000 seats of CRM across five different organisations, they have demonstrated their capacity to handle complex and extensive projects. Their attention to detail, meticulous planning, and efficient execution ensured that the deployments were successful and delivered unparalleled TCO.

What truly sets Boss Consulting apart is their best practice deployment approach. They understand that a successful CRM implementation requires not just technical expertise, but also a holistic understanding of the organisation’s goals and processes.

I wholeheartedly recommend Jeff and Boss Consulting, to any organisation in need of CRM services. Their expertise, professionalism, and best practice deployment approach make them the ideal partner for achieving optimal results. Working with Boss Consulting has been a game-changer for many Microsoft customers, and I look forward to continuing my partnership in the future.

I would not hesitate to recommend their services, very personable team that are easy to work with, often going above what was required to ensure we were happy. The result is that we now have a best practice CRM implementation tailored to our requirements, that has been fully adopted by our sales team with sales management reporting dashboards.