Need an Enterprise CRM specialist?
At Beyond CRM, we’re experienced with Microsoft Dynamics CRM implementations in large and complex businesses,
along with Government organisations.
Even if your organisation has in-house CRM resources, have a chat with our CRM consulting specialists, who can offer
you strategic advice, program support, system maintenance, or project delivery.
Strategic Advice
We can take a step back from the technology and work with you, strategically, to scope and plan your initiative. Our specialist team can collaborate with you to:
- Define and articulate your desired outcomes
- Formulate and plan your initiatives by facilitating planning and scoping exercises
- Articulate your initiative as phases within an achievable, articulated roadmap
Project delivery with excellence
We determine with you the right methodology to deliver your specific project. We’ll agree the right approach for you (whether agile, waterfall or a rapid hybrid approach) by considering:
- your budget
- your appetite for risk
- the complexity of your requirements
- availability of subject matter experts within your business
- how specific your business is for what’s required
- required timeframes and benefit realisation
Specialist support
You can call on our experienced, certified team to help at any stage of your Microsoft Dynamics CRM deployment lifecycle. Whether you want to upgrade your on-premise Microsoft Dynamics CRM deployment, migrate to the ‘cloud’, or want us to develop enhancements to meet your evolving business requirements – we have the experience and skills you need.
For example, you might need a front-end portal, integration with other commercial or proprietary systems, or even need us to develop bespoke processes and functions using the Dynamics CRM platform. Whatever it is, let’s make it happen.
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 | |
|---|---|---|---|---|---|
| Large Enterprise | Education, Training & Employment Services | CRM Setup | D365 CRM Online |
Lead Management, Customer Service, Sales Management, Document Production, Website integration, Workflows & Business Process, Data Migration (extensive) |
|
| CRM for a disability employment support organisation, covering lead and sales through to placement, integrating with the customer service team portal for case management. A fund raising and donor management add-on was included. Extensive data migration from multiple legacy data sources. | |||||
| Large Enterprise | Education, Training & Employment Services | CRM Optimisation | D365 CRM Online |
Stakeholder Management, Website integration |
|
| Build of a fund raising, donor capture and donor management module for a NFP. | |||||
| Large Enterprise | Education, Training & Employment Services | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Click Dimensions |
|
| Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational. | |||||
| Large Enterprise | Education, Training & Employment Services | CRM Optimisation | Marketing Services |
Click Dimensions |
|
| Assisting the marketing team getting initial set of campaigns operational. Including liaising with 3rd parties (such as web developers) | |||||
| Large Enterprise | Education, Training & Employment Services | CRM Customisation | D365 CRM Online |
Customer Service, Extend/enhance functionality, Workflows & Business Process |
|
| Customer required Case Management and Customer Service capabilities to be introduced into their existing CRM, with queues, workflows and business rules to ensure service expectations were met. | |||||
| Large Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM Online |
Customer Service, Sales Management, Stakeholder Management, Lead Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Large Enterprise | Food Production or Distribution | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management |
|
| Customer had an existing Dynamics CRM solution, which had been customised with varying levels of success and completeness. They needed a stable platform in which they have confidence, before implementing further customisations. We performed a review and provided recommendations, which were accepted. | |||||
| Large Enterprise | Food Production or Distribution | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Workflows & Business Process, Extend/enhance functionality |
|
| Rescue of an existing CRM solution that was being poorly serviced and maintained. We were engaged to rectify existing issues and make some initial improvements and efficiencies, and then train the user teams as they had received no training during the initial deployment. | |||||
| Large Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Large Enterprise | Food Production or Distribution | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Extend/enhance functionality, Workflows & Business Process |
|
| Rescue of a D365 solution that was unable to become operational and live due to issues that could not be resolved by the original partner. We were able to rectify the issues and get the solution into Production and being used, and then extended the solution with enhancements and automations. | |||||
| Large Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - Local | CRM Replacement or Rescue | Scoping & Strategy |
Customer Service, Project Management |
|
| Customer had an existing Dynamics CRM solution, which had been customised with varying levels of success and completeness. They needed a stable platform in which they have confidence, before implementing further customisations. We performed a review and provided recommendations, which were accepted. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Setup | D365 CRM Online |
Extend/enhance functionality, Workflows & Business Process, Customer Service, Project Management, Data Migration (extensive) |
|
| Customer had an existing Dynamics CRM solution, which did not meet their needs. Our review provided recommendations, which were accepted and deployed, requiring a redesign of their entire solution, data migration from the previous version, and introduced automation of business processes and reporting across their customer service and policy teams. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Click Dimensions |
|
| Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Optimisation | D365 CRM Online |
Data Migration (extensive) |
|
| Data Migration of an additional business unit's data into the CRM, so that CRM becomes the central source of data for all departments. | |||||
| Govt. Dept or Authority | Govt - Local | 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 | |||||
| Govt. Dept or Authority | Govt - Local | Specialist Support | D365 CRM Online |
Customer Service, Membership Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - Local | CRM Replacement or Rescue | D365 CRM Online |
Customer Service, Data Migration (extensive) |
|
| As a secondary project phase, migrated data from a 3rd party CRM being utilised by the customer service team into CRM | |||||
| Govt. Dept or Authority | Govt - Local | CRM Replacement or Rescue | Scoping & Strategy |
Membership Management, Extend/enhance functionality, Sales Management, Workflows & Business Process, Project Management |
|
| Rescue of an existing D365 solution that was poorly designed and not performing, and was unable to be modified for required improvements, business process changes and reporting. We presented our recommendations on redesigning the solution, resulting in a number of different streams of activity, which were accepted. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Click Dimensions |
|
| Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational. | |||||
Our Enterprise
product offering
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.
We can assist at any stage of your Microsoft Dynamics CRM lifecycle. Whether you want to upgrade your on-premise Microsoft Dynamics CRM deployment, migrate to the ‘cloud’, integrate with other systems, or want us to develop bespoke enhancements to meet your evolving business requirements, we have the experience you need. We’ll be pragmatic and upfront about what can be done to solve your problem no matter how complex or unique.
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.
"*" indicates required fields
Our thinking
Dynamics 365 vs Salesforce – Which is best?
Dynamics 365 vs Salesforce - Which is best? Ok, it would be fair to say that as a Microsoft Partner, we’re firmly biased on the side of Dynamics 365. But hear us out. We’re asked this question a lot – [...]
“Just shut-up and do it” and other phrases you’ll need when you have a CRM
"Just shut-up and do it" and other phrases you'll need when you have a CRM You won’t read this in any change management text book. It’s not taught in MBA courses. It’s a little irreverent, but it’s a healthy dose of [...]
What’s this Dynamics 365? And where did Dynamics CRM go?
What's this Dynamics 365? And where did Dynamics CRM go? You may have heard about the launch of Dynamics 365 by Microsoft and wondered what this means for you as a Dynamics CRM user or prospective buyer. If you’re a current [...]