CRM Customisation

So, you already have Microsoft Dynamics CRM but you could do with a tune up to improve the fit for your organisation

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It doesn’t seem to fit

So you’ve implemented Microsoft Dynamics 365 CRM, but it’s not quite what you thought it would be.

Don’t worry, you haven’t made a poor choice.  You just haven’t taken full advantage of the system’s flexibility. Maybe you haven’t integrated with your other systems so it’s failed to be a single source of information about your customers. If there’s a mismatch between how your CRM works and how you want to work, a solution is absolutely possible.

We work exclusively with Microsoft Dynamics 365 because it’s so flexible and powerful – the possibilities really are endless. You just need someone who knows how to make it happen. Hint: that’s us.

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People are reverting to workarounds

After you’ve implemented anything new, it’s always a good idea to monitor adoption. If you see people reverting to old ways, double entry of information, or finding workarounds – take note. It’s an important cue to tell you what needs tweaking. You need to discover the balance between staff adapting to your system versus the system adapting to the way your staff work.

The power of Microsoft Dynamics CRM 365 is its flexibility. It can bend over backwards to work the way you need it to. Customising the system to your unique way of doing things is the key to your success.

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Things have changed

Your business will continue to evolve, but has your CRM kept up? If you thought your CRM implementation was a one off, set and forget scenario, you’re missing out on a world of possibility. Microsoft Dynamics 365 Customer Engagement (CRM) is a wise choice for any business with aspirations. As soon as anything changes – your processes, your ideal customer, your size, your workforce, your products – you can change your CRM to suit. Don’t leave it too late – people will find messy workarounds to do what they need and before long, your CRM is disused and redundant.

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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 Customer Engagement 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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