Outsource your Marketing
to people with know-how
Don’t have the time or in-house skills to set up and manage your ClickDimensions campaigns. As ClickDimensions Gold Partner, Beyond CRM can help. Our Marketing Services team can support you to any degree you need – from running with your desired marketing programs to simply helping in the setup. Don’t worry, we’ve got you covered.
Getting set up
Hands on help
Not every organisation can afford to keep full time marketing resources on staff. When you’re too small or too busy, we can help to keep your marketing engine running. We can take on the role of your outsourced marketing practictioner and run your email marketing campaigns and automations from ClickDimensions or MailChimp. We can help you to map out your communciations programs and execute them for you.
Knowledge transfer
After we have your marketing programs humming we’re happy to share our knowledge so you can take over the reigns. We’ll teach to whatever you need to know, over time until you’re self sufficient – but always there to step in if needed.
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 | Member Associations | 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. | |||||
| Medium Enterprise | Member Associations | 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. | |||||
| Medium Enterprise | Member Associations | CRM Optimisation | Scoping & Strategy |
Customer Service, Extend/enhance functionality, Membership Management, Portal, 3rd Party add-ons, Click Dimensions |
|
| Customer wanted to scope phase 2 of their project to understand costs and timeframe for adding new functionality and productivity improvements based on their evolving business, and extending the solution into additional business units. To include a portal for member self-service and to replace their existing public-facing website. Also included moving from Mail Chimp to Click Dimensions for marketing automation. | |||||
| Medium Enterprise | Food Production or Distribution | 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. | |||||
| Medium Enterprise | Property & Construction | 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. | |||||
| Medium Enterprise | Property & Construction | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Stakeholder Management, Website integration, SharePoint integration, 3rd Party add-ons, Click Dimensions, Property Management |
|
| CRM Kickstart to manage the Lead (through website integration) and Opportunity (purchase and lease) processes, with our Stakeholder Management and SharePoint integration add-ons. Included custom development for managing more complex property management relationships. Also includes integration with Click Dimensions for marketing communications. | |||||
| Medium Enterprise | Member Associations | 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 - State | 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 | 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. | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Setup | D365 CRM Online |
Order Management, Marketing Automation, Sales Management, Lead Management, Finance or 3rd party integration, Website integration, Click Dimensions |
|
| CRM deployment as a result of our scoping recommendations. CRM solution included sales and order management processes, including integration with Xero and a payment gateway, to allow online purchases. Follow up and marketing communications were delivered through Click Dimensions. | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Finance or 3rd party integration, Click Dimensions |
|
| 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. | |||||
| Medium Enterprise | Member Associations | 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. | |||||
| Small Business | 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. | |||||
| Medium 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. | |||||
| Govt. Dept or Authority | Govt - State | Specialist Support | D365 CRM Online |
Stakeholder Management, Compliance Management, Document Production, Click Dimensions |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Member Associations | CRM Replacement or Rescue | Scoping & Strategy |
Membership Management, Customer Service, Finance or 3rd party integration, Click Dimensions, Portal, Data Migration (extensive) |
|
| Customer had an existing, ageing operational solution that was not aligned nor able to scale to meet their membership management requirements. The scoping study prioritised how Dynamics CRM was to be introduced as an enhanced operational solutions capability to manage their members/customers and community relationships, including a portal for member self-service, with extension to marketing automation. Findings were accepted. | |||||
| Small Business | Financial 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. | |||||
| 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. | |||||
| Small Business | IT 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 | 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. | |||||
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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