Do it your way

It doesn’t make sense for one system to be instantly suitable for every business, right? Customisation is essential, but it takes expertise. 

We work with you to understand your business relationships, your processes, and the other systems you need CRM to integrate with – like your website, finance system, quoting engine, or portal. Then we set your CRM up just the way you need it. 

You could spend months of frustration and distraction from your real job trying to achieve what we can do for you in just hours or days.

Microsoft Dynamics CRM customisation
Productive people

Investing in customisation pays off in spades. If you’re in charge of organising your CRM, there’s an expectation that you’re going to make things easier for everyone.

If your CRM creates little (or big) annoyances every day, people won’t want to use it, and they’ll find other ways of doing things (or simply waste time complaining). If you invest in the right customisations, your people will be more productive and you’ll have the right oversight and dashboards to manage and grow your business.

Know who your superstars are, and who’s taking an easy ride.

Consistency and oversight

Left to their own devices, your people will find different ways of doing the same thing.

That’s where CRM comes into its own – taking your best practice processes and applying them consistently, so you have full visibility of activity, progress and pipeline. You’ll be able to identify bottlenecks, delays and people issues before they strangle your business.

Workflows for your custom processes are a breeze for us to set up – we’ve done thousands of them. We’ve also got plenty of experience for creating customised reports, views and dashboards for you.

Available

Add-ons

Integration between CRM and your financial system will close the loop between Sales and Invoicing - making your CRM a more complete source of truth about your customers. Integration with your finance system, such as Xero or Business Central is easy with our pre-built integrations to your customer data and/or invoices.

A portal allows you to give external people access to their information in your CRM without granting access. It’s a web-based interface which allows them to interact with, so they can be self-sufficient and productive without compromising your CRM. It's a really handy way to offer self-service to your clients.

Dynamics 365 has inbuilt Marketing List capability but often a dedicated email marketing tool is required to get the best marketing results. We can integrate your chosen email marketing tool with your CRM so you get the best of both worlds. We can help set up your ClickDimensions and integrate with MailChimp. We can even integrate with your website Contact Us forms.

The beauty of choosing the Microsoft suite of applications is the ability to leverage the power of the tools at your disposal. SharePoint storage is inexpensive, so we have solutions to not only leverage these cost advantages, but to provide operational efficiencies as well.

Make it easier for your CRM users to enter accurate customer data from the get-go. It's the best way to keep your CRM data clean and usable. Phone number validation and address auto-completion ensure your can always contact your customers when you need to.

We've pre-built some handy Dynamics 365 functionality to make Account Management a breeze. If you rely on referrals from other businesses, we can help you to keep track of the value they introduce. Or if keeping in regular contact with your clients is essential to you we can help by automating reminders to each Account Manager.

Access our help for additional customisations or other enhancements whenever you need. By purchasing blocks of our time as Prepaid Assistance Hours you can draw down on your 'bank' of hours for adhoc or planned work over time. Log requests and view your balance on our Customer Service Portal. When you're running low on hours, we'll let you know and you can top up your prepaid hours for the next round of enhancements. You're in control.

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.

Our thinking

CRM for small business
January 30 2018 by Jane Davies

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time? 

October 16 2017 by Jane Davies

One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.

May 24 2017 by Jane Davies

Ok, it would be fair to say that as a Microsoft Partner, we’re firmly biased on the side of Dynamics 365. But hear us out. We’re asked this question a lot – why should we go with Dynamics over Salesforce?

Our thinking

CRM for small business
January 30 2018 by Jane Davies

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time?