CRM Setup

In the lifecycle of every business, there comes a time when you need to take the leap and invest in business enabling
technologies like CRM.

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You’re suffering growing pains

When you’re starting out in business, 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.
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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.

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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.

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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 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.

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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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