You’ve outgrown your CRM
At some point in your growth path, you decided you needed a CRM. Great decision!
But now you’re bigger. You know more. You want to do more. You’ve taken plenty of learnings along the way, but as your business grows your current CRM isn’t scaling to suit.
At Beyond CRM, we work exclusively with Microsoft Dynamics 365 Customer Engagement for businesses of any size. It’s completely scalable so you won’t find yourself in this position again. Some of the largest, and some of the smallest organisations use the same product in very different ways. Let the solution grow with you.
Your CRM didn’t make the grade
If your people have lost faith in your CRM, they simply won’t use it. They’ll find other ways to do their jobs, and your CRM will fall into neglect and redundancy. Sometimes, the best decision is to start again rather than try and put lipstick on a pig!
This time around, with Microsoft Dynamics 365 Customer Engagement, we’ll help you configure your CRM to best support your business processes and integrate it with your other systems, so it works properly end-to-end. We’ll help you make sure your people want to use it, because it will help, not hinder.
You didn’t have a crystal ball
Every business owner has aspirations to grow, but in truth, you can’t always imagine what’s around the corner in three months, let alone in a year or five years.
A common mistake when comparing and choosing a CRM, is thinking about your current needs, then going for something that ticks those boxes. A smarter decision is to choose a system that will scale, flex and adapt with you. That’s why we work exclusively with Microsoft Dynamics 365 Customer Engagement.
However you choose to configure your system now, it can always change – and it should. So you don’t need a crystal ball; just a future proof solution.
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 Replacement or Rescue | Scoping & Strategy |
Customer Service, Compliance Management, Sales Management, Extend/enhance functionality, Platform Migration |
|
| Customer's existing On Premise solution had been poorly designed and deployed from original vendor. Our scoping study determined the approach, phases, costs and time-frames to deliver revised business requirements to the business priorities. | |||||
| 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. | |||||
| Not-for-Profit | Adminstrative or Business Services | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Compliance Management, Document Production |
|
| 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. | |||||
| Large Enterprise | Travel | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Data Migration (extensive) |
|
| Customer purchased another company that was using Salesforce and needed to migrate their Salesforce data into Dynamics CRM. | |||||
| Large Enterprise | Food Production or Distribution | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Extend/enhance functionality, Workflows & Business Process |
|
| 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. | |||||
| Medium Enterprise | Manufacturing | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Finance or 3rd party integration |
|
| Customer was using multiple ERP/Finance solutions for the CRM function for multiple business units. The Scoping Study identified how CRM could be rolled out to replace and provide the CRM functionality while integrating with these ERP applications, to provide a single customer view, as well as functional improvements and operational efficiencies. | |||||
| 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 - Local | CRM Replacement or Rescue | Scoping & Strategy |
Membership Management, Extend/enhance functionality, Sales Management, Workflows & Business Process, Project Management |
|
| Rescue of an existing D365 solution that was poorly designed and not performing, and was unable to be modified for required improvements, business process changes and reporting. We presented our recommendations on redesigning the solution, resulting in a number of different streams of activity, which were accepted. | |||||
| 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. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Replacement or Rescue | D365 CRM Online |
Customer Service, Data Migration (extensive) |
|
| As a secondary project phase, migrated data from a 3rd party CRM being utilised by the customer service team into CRM | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Replacement or Rescue | D365 CRM On-Premise |
Extend/enhance functionality, Lead Management, Workflows & Business Process, Statutory Reporting, Sales Management |
|
| Review and rescue of an existing On Premise solution that was not delivering required outcomes due to original poor design and deployment. Fixed and enhanced the statutory reporting and fixed a number of critical issues so that the solution was usable. | |||||
| Medium Enterprise | Aged or Health Care Services | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Finance or 3rd party integration |
|
| Customer had an existing Dynamics CRM solution that was not performing well or being supported by the original partner. We were asked to review the solution and provide recommendations on how to move forward, which were accepted. | |||||
| 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 | Aged or Health Care Services | CRM Replacement or Rescue | Scoping & Strategy |
Customer Service, Sales Management, Lead Management, Statutory Reporting |
|
| Customer was using an Access database, as well as multiple Excel spreadsheets to run a large and complex business with multiple business units. The Scoping Study identified how CRM could be rolled out to replace these legacy applications, and provide a single customer view, as well as operational efficiencies. | |||||
| Large Enterprise | Travel | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Data Migration (extensive) |
|
| Customer purchased another company that was using Salesforce and needed to migrate their Salesforce data into Dynamics CRM. | |||||
| Medium Enterprise | Legal & Accounting | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Finance or 3rd party integration |
|
| Accounting customer wanted to set up processes for managing workflow and workload from lead through to client accounting programs. Rather than scoping, a full discovery and requirements gathering process was undertaken to define the build project. Integration with 3rd party insurance and brokerage systems was explored. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Replacement or Rescue | Scoping & Strategy |
Customer Service, Project Management |
|
| 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. | |||||
| Small Business | Manufacturing | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Platform Migration |
|
| Review to provide options for migration of the customer's On-premise solution to the Online platform, including options for improvements | |||||
| Medium Enterprise | Manufacturing | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Order Management, Sales Management, Customer Service |
|
| We performed a review of a Customer's existing Dynamics CRM solution, and their business requirements moving forward, providing recommendations for a staged approach to deliver a core solution and immediate capabilities and value, then a wide ranging set of enhancements and integrations. | |||||
| 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. | |||||
Our Experience
Needs Analysis
To set you up for CRM success, we’ll work with you to understand your specific challenges, objectives, customer relationship model, and current processes. Depending on your budget, we have an approach to suit – ranging from short questionnaires to detailed workshops.
CRM Customisation
We can help by populating your customer and prospect data into your CRM – from spreadsheets or finance systems, tailoring screens to collect and display the actual information you need, matching your processes and business rules into CRM functionality and integrating other systems like your finance system for a 360 degree view of your customers.
Support
We’re not going to make you go it alone. You’ll need ongoing help to make sure your new CRM continues to evolve with your business. Engage us on an ad hoc basis when you need more help, or ask us to tailor an ongoing support arrangement for your likely levels of support.
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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