MS Dynamics for small business
Only what you need.

We know Microsoft Dynamics CRM backwards and we’ve worked with enough businesses to know which customisations are essential for getting you started and operational from day one.

We design your customisations based on our questions about your business and exactly how you work.

Within a couple of weeks, not months, you'll have a fully functioning CRM that's pulling its weight in your business.

Retire those spreadsheets.

Using spreadsheet to capture contacts and manage workflows is common, but it only works for a while. 

The old adage rings true – what got you here, won’t get you there. Excel is a great calculator but it doesn’t scale well and certainly isn’t a database to allow you to capture the depth of information you need.

CRM allows you to manage your business processes, ensuring the right information is captured at the right time, with full reporting oversight.

Grow with you.

This is just the start.  As you get used to working with CRM, you’ll have other ideas of how the system can help you even more.

There’s a myriad of additional functions or processes we can help you to uncover. It’s all there for the taking when you’re ready and eager. After we've implemented your CRM Kickstart our Kickstart Success assistance package will make sure we continue to support you on your CRM journey.

But for now, you’ll have a fully functional CRM that does what you need!

Here is what you get

with our CRM Kickstart solution

CRM Kickstart is a baseline configuration of Microsoft Dynamics CRM Online which, from our experience, represents best practice for small business in the areas of Sales, Customer Care, Marketing and optionally, Post-sale job tracking.

To make CRM suit your unique business and set you up for success, some additional customisations are needed. We ask you a series of questions about your business and how you work, so we can we can tailor your CRM Kickstart solution to suit you. They’re not hard questions, but they’re designed to tease out the important factors that will mean your CRM adds value immediately. Then we customise your CRM accordingly. 

Of course, over time you will want to continue to change and adapt your CRM to suit your changing needs. We can help with that too.

Download our brochure below for more detail.

PDF icon Download Brochure (394.43 KB)

Available

Add-ons

To get your CRM Online up and running, you might need an Office 365 subscription with Microsoft Dynamics CRM Online included. If you're not already using Office 365, we can help get you set up. If you are, we can make sure you’re on the right plan to take advantage of CRM and all the integrations with email and calendars.

Our Kickstart Success assistance package is essential to ensure that your CRM keeps up with your business needs. Your Kickstart Success subscription means we can continue to work with you to build and enhance your CRM over time. Choose how many hours you'll need per month and well help you plan out how to keep your CRM journey on track. 

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

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?

March 03 2017 by Jane Davies

You won’t read this in any change management text book. It’s not taught in MBA courses. It’s a little irreverent, but it’s a healthy dose of the truth.

Our thinking

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.