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 | |
|---|---|---|---|---|---|
| Govt. Dept or Authority | Govt - Local | Specialist Support | D365 CRM Online |
Sales Management, Membership Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - Local | CRM Customisation | D365 CRM Online |
Extend/enhance functionality, Workflows & Business Process |
|
| Rescue of an existing D365 solution that was poorly designed and not performing, resulting in our recommendations for a number of different streams of activity, which were accepted. This stream introduced a modified structure and forms design, with business processes and workflow automation. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Customisation | D365 CRM Online |
Extend/enhance functionality, Sales Management |
|
| Rescue of an existing D365 solution that was poorly designed and not performing, resulting in our recommendations for a number of different streams of activity, which were accepted. This stream introduced reporting and dashboards for team and general management, reducing duplication of effort and data. | |||||
| Large Enterprise | Financial Services | CRM Replacement or Rescue | D365 CRM Online |
Platform Migration, Data Migration (extensive) |
|
| Customer acquired another company with an existing Dynamics CRM solution that needed to be incorporated into their Australian environment. We were asked to perform a review the solution and provide recommendations on how to move forward, which were accepted. | |||||
| Large Enterprise | Financial Services | CRM Upgrade | D365 CRM Online |
Platform Migration, Data Migration (extensive) |
|
| Customer acquired another company with an existing Dynamics CRM solution that needed to be incorporated into their Australian environment. We provided recommendations, which were accepted, and deployed. | |||||
| Govt. Dept or Authority | Govt - State | CRM Replacement or Rescue | D365 CRM Online |
Customer Service, Finance or 3rd party integration, Order Management |
|
| Govt Dept was managing and delivering their own CRM project but needed some expert advice and design guidance, to ensure their solution delivery was efficient and adhered to best practice. | |||||
| Govt. Dept or Authority | Govt - State | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Document Production |
|
| Addition of 3rd party integration for advanced document merging capabilities, and development of document templates | |||||
| Govt. Dept or Authority | Govt - State | Specialist Support | D365 CRM On-Premise |
Membership Management, Finance or 3rd party integration |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM On-Premise |
Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration |
|
| Customer's CRM was integrated with an ERP/Finance solution. The fee structure and methods they would accept payment from members changed, also resulting in changes to revenue forecasting and revenue recognition. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM On-Premise |
Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration |
|
| Customer commenced servicing associated members, and offering different services, requiring changes to business processes, workflows and other logic, as well as reporting and changes to the integration to the Finance solution. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM On-Premise |
Workflows & Business Process, Extend/enhance functionality, Membership Management, Finance or 3rd party integration |
|
| Customer introduced new processes and accreditation for advanced certifications for it's members, also impacting the fees and renewals processes, and the integration with Finance. | |||||
| Govt. Dept or Authority | Govt - State | CRM Optimisation | Extensions & Integrations |
Finance or 3rd party integration, Workflows & Business Process, Extend/enhance functionality, Membership Management |
|
| Customer's CRM was integrated with an ERP/Finance solution, and some of their financial methods (such as Journaling entries and accruals) needed to change to reflect new standards. CRM required modification to reflect these new standards. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Platform Migration |
|
| Customer had a number of Azure services supporting their existing On-premise solution which needed to be consolidated, improved and migrated to a different Azure platform. | |||||
| Govt. Dept or Authority | Govt - State | Specialist Support | D365 CRM On-Premise |
Compliance Management, Stakeholder Management, Statutory Reporting |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | Scoping & Strategy |
Solution Upgrade, Compliance Management, Stakeholder Management, Statutory Reporting |
|
| Customer had an existing On-premise version that needed to be upgraded, with review and recommendation of technical and functional improvements available under the new version. | |||||
| Govt. Dept or Authority | Govt - State | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Document Production |
|
| Addition of 3rd party integration for advanced document merging capabilities, and development of document templates | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Solution Upgrade, Extend/enhance functionality, Workflows & Business Process, Stakeholder Management |
|
| Govt dept's mandate and responsibilities were changed, so their existing On-premise solution required a review to understand the scope of change required to support their new role. Recommendations were accepted and were deployed. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | Scoping & Strategy |
Platform Migration |
|
| Customer has a customised On-premise solution, looking to migrate to the Cloud platform. The migration study will scope the functional and productivity improvements and quantify the cost and timeframes | |||||
| Govt. Dept or Authority | Govt - State | Specialist Support | D365 CRM On-Premise |
Customer Service, Statutory Reporting, Finance or 3rd party integration |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - Local | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, 3rd Party add-ons, Mail Chimp, Excel templates, Property Management |
|
| CRM Kickstart to manage the Lead and Opportunity processes for a large-scale property development, including extensive Excel (pivot table) templates for additional reporting. Integration with Mail Chimp for marketing communications. | |||||
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.
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