CRM Replacement

If it’s time to move on from your current CRM solution to greener pastures, we can help.

CRM Replacement2019-09-27T00:20:02+00:00

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.

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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.

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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.

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Here’s how

we can help

When you choose Beyond CRM, you’re working with an experienced team of Microsoft Dynamics 365 Customer Engagement specialists who are dedicated to understanding
your unique needs and delivering with excellence.

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.

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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.

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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.

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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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