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?
You’re suffering growing pains
When you’re starting out, you just make do. You find inventive ways to do things that work for the time being. But as you grow, the temporary fixes start to break under the pressure and that introduces risk into your business.
Sound familiar?
- All your customer history is in your collective memory – knowledge that can walk out the door any time.
- Customer information is trapped in one or many spreadsheets – there’s no single record.
- You used to know what everyone was working on and where it was at - now you’re struggling to keep up.
- You can’t plan for the future because you don’t have a view of past performance or current pipeline.
You need consistency in the way you work
Left to their own devices, your staff will find different ways of doing the same thing. For every sales legend who builds his own password-protected sales pipeline spreadsheet, there’s another who swears by the post-it notes.
That’s where CRM comes into its own – taking your best practice sales process and applying it consistently, so you have full visibility of sales activity and pipeline. Know who your superstars are, and who’s taking an easy ride. Know when you need more staff before the deluge hits.
Contact us
Spreadsheets don’t cut it anymore
Don’t feel guilty about your spreadsheet addiction. It’s common because it works ... for a while. But in the end, the old adage rings true – what got you here, won’t get you there.
For sure, we’ve seen some impressive Excel workarounds in our time, but they don’t scale well. Excel is a great calculator, but it doesn’t win any awards as a database.
If you’re reading this, you’re probably feeling the pains of sharing, updating, reporting, corruption, broken formulas and data loss. Not to mention the fear that a disgruntled employee could email your prospect spreadsheet to a competitor.
Contact usHere's how
we can help
When you choose Beyond CRM, you're working with an experienced team of Microsoft Dynamics CRM 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.
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.
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?
Our thinking
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?
