CRM for Small Business | MS Dynamics CRM

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.

CRM for Small Business 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 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.
Medium Enterprise	Member Associations	CRM Setup	D365 CRM Online	Membership Management, Portal, Customer Service, Finance or 3rd party integration, Data Migration (extensive)
Based on scoping study recommendations, implemented a Dynamics 365 Online solution to manage the entire member lifecycle, including all billings. Introduced a member portal to allow member self-renewals and access to policy articles.
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, Document Production
3rd party Documents CorePack added to manage the production and distribution of complex merged documents
Medium Enterprise	Member Associations	CRM Customisation	Extensions & Integrations	Website integration, Extend/enhance functionality, Workflows & Business Process, Portal
Extended the solution to allow members and non-members to claim rebates on specific products and services available through their CRM portal.
Medium Enterprise	Member Associations	Specialist Support	D365 CRM Online	Membership Management, Portal, Customer Service, Finance or 3rd party integration
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Medium Enterprise	Member Associations	CRM Customisation	D365 CRM Online	Portal, Extend/enhance functionality, Workflows & Business Process
The ability to offer members additional financial products (such as insurance) as part of their membership package, and to renew online
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	Finance or 3rd party integration, Workflows & Business Process
Additional (alternate) payment gateway for collecting recurring credit card payments on membership renewals
Medium Enterprise	Member Associations	CRM Customisation	D365 CRM Online	Portal, Customer Service, Extend/enhance functionality, Workflows & Business Process
Extended the membership base to new markets, offering new products and services, with online applications and renewals
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	Portal, Finance or 3rd party integration, Extend/enhance functionality
Integrated portal and marketing campaigns to allow specific pricing and promotions to member segments, with capture pf payments
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	Finance or 3rd party integration, Portal, Property Management, Membership Management
Customer has an external spatial mapping solution, which sources property and property attribute data from CRM, to then build a PDF map of the property, which is loaded into the CRM portal for access by members.
Medium Enterprise	Member Associations	CRM Optimisation	Extensions & Integrations	Finance or 3rd party integration, Portal
A portal extension that allows members and non-members to apply and pay for a specialised service, issuing a redeemable certificate.
Not-for-Profit	Aged or Health Care Services	CRM Optimisation	Extensions & Integrations	Other Marketing Solution, Website integration, Finance or 3rd party integration
Customer had an existing Gravity forms based event registration page, and required integration with CRM to enable capture and matching to customer base, as well as capture of payment details through a payment gateway.
Not-for-Profit	Aged or Health Care Services	Specialist Support	D365 CRM Online	Other Marketing Solution, Website integration, Finance or 3rd party integration
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Small Business	Property & Construction	CRM Replacement or Rescue	D365 CRM Online	Property Management, Workflows & Business Process, Sales Management, Stakeholder Management, Extend/enhance functionality
Customer markets both high-rise and house and land packages, and was using Excel to capture prospect, client and partner details, as well as critical workflows to managing pipeline and purchases. Configured CRM to be a single source of truth and established workflows and processes to adminster the entire client lifecycle and all relationships.
Small Business	Property & Construction	CRM Customisation	D365 CRM Online	Excel templates, Sales Management, Property Management
Configuration of integrated Excel pivot templates that showcase the available properties to specific partners, converted into pdfs for easy distribution.
Small Business	Property & Construction	Specialist Support	D365 CRM Online	Stakeholder Management, Sales Management, Property Management
Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements
Small Business	Property & Construction	CRM Optimisation	Extensions & Integrations	Lead Management, Website integration, Property Management
Integrated leads from various property websites into CRM, for follow up by sales.
Small Business	Property & Construction	CRM Optimisation	Extensions & Integrations	Finance or 3rd party integration, Property Management
Additional capability to calculate commission on completed sales and to distribute reports to partners.
Medium Enterprise	IT Services	CRM Replacement or Rescue	D365 CRM Online	Sales Management, Workflows & Business Process, Extend/enhance functionality
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.

Page 1 of 12

Other Results

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.

Learn more

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.

Learn more

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.

Learn more

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.

Learn more

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.

Learn more

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