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. |
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.
"*" indicates required fields