Touchstone CRM Customises and Deploys Global CRM Solution for Award-winning Trust, Fund and Corporate Services Provider First Names Group

LONDON, April 20, 2016 /PRNewswire/ --

First Names Group, a leading independent provider of trust, corporate and fund administration services, has chosen Touchstone CRM to implement their global CRM programme. It begins with the successful launch of a sales tool to manage contact information collaboratively for their intermediaries across the organisation.

First Names Group has experienced exceptional growth in the last few years. Their success is largely due to their focus on long-term client relationships and a highly personalised approach, delivered by an experienced and expert global team. First Names Group selected the Microsoft Dynamics CRM platform, demonstrated by the Touchstone team. The cloud-based hosting was a key factor, ensuring that the latest Microsoft updates are installed seamlessly, for optimum future capability. Dynamics CRM's wide range of off the shelf features offers a robust, secure and future-proof solution that can grow cross-functionally with First Names Group's needs.

Phased CRM pilot rolled out 

A ten-day pilot project demonstrated conclusively that Microsoft Dynamics CRM could deliver all that First Names Group wanted. The follow-on implementation project to launch the sales tool was complete in four months. First Names Group's focused project team worked with Touchstone's consultants and developers to specify and customise the solution and migrate data securely. A phased rollout will equip 175 users with a mix of Microsoft Dynamics CRM basic and professional licenses, saving First Names Group money by paying only for those capabilities required for the user's role.

Matt Haynes, Group Business Development Director at First Names Group said, "Touchstone's team combined sector knowledge with CRM expertise making communication of our needs easy. We valued their flexibility and responsiveness throughout the project, incorporating minor changes as we went along. The solution does what was promised."

Touchstone Project Manager and CRM Consultant Lucy Money said, "Because First Names Group has invested in three platforms - for development, testing and live - they have eliminated risk and can constantly improve and add features without any impact on everyday user operation. Microsoft Dynamics' extensive out-of-the-box capability keeps bespoke coding to a minimum, so the business development benefits are realised in a short timeframe. First Names Group's approach has been exemplary, with high-level sponsorship and dedicated staff working alongside Touchstone team members to achieve a smooth and successful deployment."

About Touchstone CRM: 

Touchstone CRM's consultants design, implement and support innovative CRM technology solutions that deliver measurable business value to clients in a broad range of sectors. Touchstone CRM is a division of the Touchstone Group, one of the UK's largest suppliers of integrated business software and business consultancy services for midsize and large enterprises.

For more info, please visit http://www.touchstonecrm.co.uk

About First Names Group: 

First Names Group is a global, independent provider of trust, corporate and fund administration services, with more than 700 employees and offices in Jersey, Guernsey, Isle of Man, Cyprus, Switzerland, the USA, Luxembourg, The Netherlands, Ireland, the UK, the British Virgin Islands, Hong Kong, Singapore and Japan.

Visit http://www.firstnames.com/

Nick Birch
Marketing Executive
TouchstoneCRM
nick.birch@touchstone.co.uk
+44(0)800-466-1024