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 | Social & Community Services | CRM Replacement or Rescue | D365 CRM Online |
Customer Service, Stakeholder Management, Workflows & Business Process |
|
| Rescue of an inhouse built solution that was not well designed or deployed. Rebuilt the solution to allow management of processes to assist long-term unemployed back into the workforce. The solution also included a donor management and fund raising component. | |||||
| Govt. Dept or Authority | Govt - State | CRM Replacement or Rescue | D365 CRM Online |
Extend/enhance functionality, Stakeholder Management, Membership Management, Data Migration (extensive) |
|
| Review for a customer that had multiple D365 solutions installed across the organisation, when a single solution would have been appropriate. Reviewed the requirements of each business unit, to form a design and recommendations for consolidation and business process changes. | |||||
| 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 | Mining or Engineering | CRM Replacement or Rescue | CRM Kickstart |
Lead Management, Sales Management, Order Management, Stakeholder Management, Click Dimensions, Workflows & Business Process |
|
| Customer had initiated a Dynamics CRM project with another partner but found the project and partner were not delivering any outcomes or value. We took over the project from scratch, delivering a full and capable solution within a limited timeframe. | |||||
| Large Enterprise | Mining or Engineering | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Stakeholder 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 | Manufacturing | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Customer Service, SharePoint integration, Document Production, 3rd Party add-ons, Mail Chimp |
|
| Customer had initiated a Dynamics CRM project with an interstate partner but found the project and partner were not delivering any outcomes or value. We conducted a short technical and functional review to determine the feasibility of taking over the project, resulting in recommendations for an extended review. | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Replacement or Rescue | Scoping & Strategy |
Solution Upgrade, Extend/enhance functionality, Lead Management, Sales Management, Order Management |
|
| Customer had an existing On-premise version that needed to be upgraded, with review and recommendation of technical and functional improvements available under the new version. | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Replacement or Rescue | Scoping & Strategy |
Platform Migration, Sales Management, Stakeholder Management |
|
| Customer had an existing Dynamics CRM On-Premise 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, to incorporate changes to align with the business needs, and to optionally migrate the solution to the cloud. | |||||
| Large Enterprise | Food Production or Distribution | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Workflows & Business Process, Extend/enhance functionality |
|
| Rescue of an existing CRM solution that was being poorly serviced and maintained. We were engaged to rectify existing issues and make some initial improvements and efficiencies, and then train the user teams as they had received no training during the initial deployment. | |||||
| Large Enterprise | Food Production or Distribution | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order 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. | |||||
| Not-for-Profit | Social & Community Services | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Workflows & Business Process, Extend/enhance functionality |
|
| 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. | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Other Marketing Solution, Website integration |
|
| Customer had an existing relatively "vanilla" Dynamics CRM solution, which had not been customised to their requirements. They needed a quick review of their solution before implementing further customisations. We performed a review and provided recommendations, which were accepted. | |||||
| 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. | |||||
| Medium Enterprise | Member Associations | CRM Replacement or Rescue | Scoping & Strategy |
Customer Service, Membership Management, Finance or 3rd party integration, Data Migration (extensive) |
|
| Customer had an existing, ageing operational solution that was not supportable nor able to scale to meet their ongoing 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. Findings were accepted. | |||||
| Large Enterprise | Financial Services | CRM Replacement or Rescue | D365 CRM On-Premise |
3rd Party add-ons, Other Marketing Solution, Extend/enhance functionality, Workflows & Business Process |
|
| Rectified the integration with Marketo (a marketing automation solution), and provided efficiencies and automations within the underlying CRM solution. | |||||
| Small Business | Adminstrative or Business Services | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Workflows & Business Process, Customer Service |
|
| 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. | |||||
| 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. | |||||
| 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. | |||||
| Medium Enterprise | Import, Transport or Distribution | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Finance or 3rd party integration, Workflows & Business Process |
|
| 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. | |||||
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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Our thinking
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