How
Beyond CRM can help
Every small to medium size business we work with is unique, but they all have one thing in common – they’re growing.
And they’re realising the ‘spreadsheets and miracles’ approach could easily crumble under the pressure of more staff and more customers.
If you’ve reached the realisation that you need to invest in some more robust solutions, we can help.
Start at square one
This comes as a surprise to some, but no CRM solution is just going to work ‘out of the box’. Businesses are very diverse – a dry cleaner and an insurance broker couldn’t possibly need the same things right? Right. CRM always needs to be customised to some extent.
If you’ve never worked with a CRM before, it’s hard to know what to ask for. You know what isn’t working for you now and need a solution. We can help you get started even if you don’t have a clear view of what the end game looks like.
Learn more, do more
Once you have some experience with using a CRM, or Microsoft Dynamics CRM in particular, you’ll start to learn more about what it can do. This tends to be an exciting realisation. You’ll see more possibilities around how your new CRM can help to better support your people and your processes.
Scale and grow
Growing businesses choose Microsoft Dynamics CRM for a particularly good reason: you can’t outgrow it. Some of the world’s largest businesses use it. As do some of the smallest.
As you grow, we’ll help you build on your solution by adding customised fields, features, workflows, portals, integration with other systems … anything really. Microsoft Dynamics CRM is super flexible and very powerful, and we’ve got the people who know how to make it do just about anything.
Our Experience
We have deployed Dynamics CRM solutions across many segments and industries, for many different purposes. See below for examples that are relevant to this challenge or market, or view and refine from our complete list of experience.
| Company segment | Industry | Challenge | Solution | Keywords | |
|---|---|---|---|---|---|
| Medium Enterprise | IT Services | CRM Upgrade | D365 CRM On-Premise |
Platform Migration |
|
| Customer had an On-premise under a partner's hosting arrangement, but the relationship with the partner was terminated. The solution needed to be migrated to a different hosting platform. | |||||
| Medium Enterprise | IT Services | CRM Customisation | D365 CRM On-Premise |
Extend/enhance functionality, Workflows & Business Process, Customer Service, Sales Management |
|
| Customer introduced new business processes and rules for their customer service and sales management teams. | |||||
| Medium Enterprise | IT Services | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Mail Chimp |
|
| Addition of 3rd party Mail Chimp integration for email marketing | |||||
| Medium Enterprise | IT Services | Specialist Support | D365 CRM Online |
Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | IT Services | CRM Optimisation | Extensions & Integrations |
SharePoint integration |
|
| Installation of our add-on that enhances the standard SharePoint integration, improving the user experience and productivity of users | |||||
| Medium Enterprise | Aged or Health Care Services | CRM Replacement or Rescue | Scoping & Strategy |
Customer Service, Sales Management, Lead Management, Statutory Reporting |
|
| Customer was using an Access database, as well as multiple Excel spreadsheets to run a large and complex business with multiple business units. The Scoping Study identified how CRM could be rolled out to replace these legacy applications, and provide a single customer view, as well as operational efficiencies. | |||||
| Medium Enterprise | Manufacturing | CRM Setup | CRM Kickstart |
Sales Management, Order Management, Lead Management, 3rd Party add-ons, Mail Chimp, Customer Service, Website integration |
|
| CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, along with Customer Service. Integration with Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Sales Management, Order Management, Lead Management, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Manufacturing | CRM Customisation | D365 CRM Online |
Website integration, Lead Management, SharePoint integration |
|
| Extension of a customer's Kickstart to include extensive integration with the website for Leads, and inclusion of our add-on for SharePoint integration. | |||||
| Medium Enterprise | Legal & Accounting | CRM Setup | CRM Kickstart |
Sales Management, 3rd Party add-ons, Mail Chimp |
|
| CRM Kickstart to manage the Lead and Opportunity processes. Integration with Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Legal & Accounting | Specialist Support | D365 CRM Online |
Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Adminstrative or Business Services | CRM Setup | CRM Kickstart |
Sales Management, 3rd Party add-ons, Mail Chimp, Excel templates |
|
| CRM Kickstart to manage the Lead and Opportunity processes, including Excel templates for extended reporting. Integration with Mail Chimp for marketing communications. | |||||
| Small Business | Adminstrative or Business Services | Specialist Support | D365 CRM Online |
Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Adminstrative or Business Services | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Workflows & Business Process, Customer Service |
|
| Customer had an existing Dynamics CRM solution that was not performing well or being supported by the original partner. We were asked to review the solution and provide recommendations on how to move forward, which were accepted. | |||||
| Small Business | Adminstrative or Business Services | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Mail Chimp |
|
| Addition of 3rd party Mail Chimp integration for email marketing | |||||
| Small Business | Adminstrative or Business Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Replacement or Rescue | D365 CRM On-Premise |
Extend/enhance functionality, Lead Management, Workflows & Business Process, Statutory Reporting, Sales Management |
|
| Review and rescue of an existing On Premise solution that was not delivering required outcomes due to original poor design and deployment. Fixed and enhanced the statutory reporting and fixed a number of critical issues so that the solution was usable. | |||||
| Not-for-Profit | Aged or Health Care Services | Specialist Support | D365 CRM On-Premise |
Compliance Management, Statutory Reporting, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Customisation | D365 CRM On-Premise |
Extend/enhance functionality, Workflows & Business Process |
|
| Performed a review of a rescued On-Premise solution with recommendations around changes to form design and data fields, to allow more efficient capture of information that would also support improved business process. | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Customisation | D365 CRM On-Premise |
Extend/enhance functionality, Workflows & Business Process, Compliance Management, Statutory Reporting |
|
| Customer commenced servicing different government contracts, requiring additional business processes, and enhancements to their compliance and statutory reporting. | |||||
Our SMB
product offering
Our CRM Kickstart is the perfect way to get up and running now with Microsoft Dynamics CRM 365 for Sales. At a fraction of the cost of a bespoke customisation, we get you on the path to success with an essential set of customisations to suit your business. We’ll ask you a handful of questions about how your business operates and configure your CRM to suit. Then you’re off and running with a solution you can build on.
Microsoft Dynamics 365 CRM, as a cloud platform, is enormously powerful and flexible. This flexibility means every CRM implementation is, and should be, different – intelligently customised by our team at Beyond CRM, to match the way you work. As part of your Office 365 subscription, Dynamics 365 drives productivity by flawlessly integrating with other Microsoft products most businesses already use every day.
Don’t want to be in the cloud? That’s ok too. Maybe you’re already heavily invested in having your own infrastructure. Perhaps you’re happy to trade off higher upfront costs to obtain greater control. We can help with your Microsoft Dynamics 365 CRM On-Premise implementation, or we can support you through change or upgrade of your current On-Premise solution.
The success of any CRM implementation depends on getting the users in your business to embrace the change. If your users lack confidence in using the system, cracks will form in their dedication to using the system as consistently as they should. We can help by providing the CRM training they need to get the most out of the system every day.
If you’re in the business of delivering projects, not products, we can help. Project Service Automation is a powerful new module of Dynamics 365, which we can customise to help you manage your client’s projects from sale, and all the way through the delivery process. Manage your resources, project plans, task management, timesheeting, costs and invoices all from the same powerful tool.
Get in touch today
Let’s talk about your CRM challenges.
Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.
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