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.
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 | |
|---|---|---|---|---|---|
| Not-for-Profit | Aged or Health Care Services | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, SMS Integration |
|
| Addition of 3rd party SMS integration for customer updates | |||||
| Small Business | Arts, Entertainment & Hospitality | CRM Setup | CRM Kickstart |
Sales Management, Order Management, Finance or 3rd party integration, Website integration, SharePoint integration, 3rd Party add-ons, Document Production, Mail Chimp |
|
| CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, including production of supporting documents and integration with Xero. Addition of integration with SharePoint for document folders and Mail Chimp for marketing communications. | |||||
| Small Business | Arts, Entertainment & Hospitality | Specialist Support | D365 CRM Online |
Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Mining or Engineering | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, SharePoint integration, Stakeholder Management |
|
| CRM Kickstart to manage the Lead and Opportunity processes, including our add-on for stakeholder management. Addition of integration with SharePoint for document folders. | |||||
| Small Business | Mining or Engineering | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Mining or Engineering | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management |
|
| Customer had initiated a Dynamics CRM project with another partner but found the project and partner were not delivering any outcomes or value. We conducted a technical and functional review to determine the feasibility of taking over the project and delivering the required outcomes - which was accepted. | |||||
| Medium Enterprise | Adminstrative or Business Services | Specialist Support | D365 CRM Online |
Sales Management, Order Management, Lead Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Adminstrative or Business Services | CRM Setup | CRM Kickstart |
Sales Management, Order Management, Lead Management |
|
| CRM Kickstart to manage the Lead, Opportunity and Order processes. | |||||
| Small Business | Consumer Services | Specialist Support | D365 CRM Online |
Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Consumer Services | CRM Setup | CRM Kickstart |
Sales Management, Order Management |
|
| CRM Kickstart to manage the Lead, Opportunity and Order booking processes. | |||||
| Medium Enterprise | Food Production or Distribution | CRM Setup | CRM Kickstart |
Stakeholder Management, Sales Management, Website integration, 3rd Party add-ons, Mail Chimp, Customer Service, Data Migration (extensive) |
|
| CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, along with Customer Service. Inclusion of stakeholder management and customer service add-ons, and integration with Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Stakeholder Management, Sales Management, Stakeholder Management, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Replacement or Rescue | Scoping & Strategy |
Project Management |
|
| Providing consulting and oversight of a customer's CRM project that had been prior contracted to another supplier, to ensure that scope was adhered to, and that outcomes were defined. | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Customer Service, Stakeholder Management, Statutory Reporting |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | CRM Customisation | Domestic Violence Services Solution |
Extend/enhance functionality, Statutory Reporting |
|
| Redesign of a rescued On-Premise solution to improve statutory reporting to funds provider. | |||||
| Not-for-Profit | Social & Community Services | CRM Upgrade | Domestic Violence Services Solution |
Platform Migration, Customer Service, Stakeholder Management, Statutory Reporting |
|
| Customer had an existing poorly performing On-premise solution that needed to be migrated to the Online platform, and then rectified and improved to meet the service needs, including ability to report correctly to the funding provider. | |||||
| Not-for-Profit | Social & Community Services | CRM Customisation | Domestic Violence Services Solution |
Extend/enhance functionality, Stakeholder Management |
|
| Changes to the type of information stored and tracked for Perpetrators. | |||||
| Not-for-Profit | Social & Community Services | CRM Customisation | Domestic Violence Services Solution |
Extend/enhance functionality, Workflows & Business Process |
|
| Enhancements to calendar appointments and schedules when dealing with multiple cases or files. | |||||
| Not-for-Profit | Social & Community Services | CRM Customisation | Domestic Violence Services Solution |
Extend/enhance functionality |
|
| Enhancement of customer appointment analysis | |||||
| Not-for-Profit | Social & Community Services | CRM Optimisation | Domestic Violence Services Solution |
3rd Party add-ons, SMS Integration |
|
| Addition of 3rd party SMS integration for customer updates | |||||
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.
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