CRM Optimisation2021-08-03T03:41:51+00:00

You still don’t have one source of truth

In most cases, a core objective of your CRM is to have a single source of truth about your customers and prospects. But if you’re still going to other systems to find key information – like “how much did we bill this customer last year?”, your solution is incomplete. To meet the full potential of the ‘single source of truth’ promise, you might need to pull in data from other sources.

You’d be hard pressed to find a system that Microsoft Dynamics 365 CRM can’t integrate with – all it takes is planning and expertise.

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You can see a better way

Your Microsoft Dynamics 365 CRM journey is in full flight. Your users are engaged and you’re seeing some benefits. Now, with this experience, you can see even greater potential – other business processes you want to automate or support, and better ways of doing things. Maybe you’ve nailed the sales process and now want to focus on improving customer service? There’s always more you could be doing to leverage the rich functionality of Microsoft Dynamics 365 CRM.

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You want deeper analysis

Since you’ve implemented your CRM you’ve surely noticed you have more data to make better decisions. It’s time to bring that data to life. You may want some custom dashboards to measure specific KPIs? We can even enlist the help of other Microsoft tools like Power BI to put your dashboards on steroids – using multiple data sources (even Excel), to augment the data and produce valuable insights.

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Our Experience

We have deployed Dynamics CRM solutions across many segments and industries, for many different purposes. See below for examples that are relevant to this challenge or market, or view and refine from our complete list of experience.

Company segment Industry Challenge Solution Keywords
Medium Enterprise Member Associations CRM Optimisation Extensions & Integrations

3rd Party add-ons, Click Dimensions


Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational.
Medium Enterprise Member Associations CRM Optimisation D365 CRM Online

SharePoint integration, Stakeholder Management


Customer's Legal Dept had specific requirements for capturing case (Legal Matter) information, and for storage of related documents.
Medium Enterprise Member Associations CRM Optimisation Extensions & Integrations

Finance or 3rd party integration, Portal, Property Management, Membership Management


Customer has an external spatial mapping solution, which sources property and property attribute data from CRM, to then build a PDF map of the property, which is loaded into the CRM portal for access by members.
Medium Enterprise Member Associations CRM Optimisation Extensions & Integrations

Finance or 3rd party integration, Portal


A portal extension that allows members and non-members to apply and pay for a specialised service, issuing a redeemable certificate.
Medium Enterprise Mining or Engineering CRM Optimisation D365 CRM Online

Stakeholder Management


Installation of our add-on to manage regular account management appointment cycles with key accounts
Medium Enterprise Member Associations CRM Optimisation Extensions & Integrations

3rd Party add-ons, Click Dimensions


Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational.
Not-for-Profit Adminstrative or Business Services CRM Optimisation Extensions & Integrations

Finance or 3rd party integration


Integration between the CRM portal and a Customer's Learning Management System (LMS), to assign training programs, to capture their progress and manage the certification process.
Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Finance or 3rd party integration, Portal, Stakeholder Management


Integration and presentation of information on associated organisations, from a separate 3rd party web source, which will then drive CRM processes for communication with these organisations.
Not-for-Profit Aged or Health Care Services CRM Optimisation Extensions & Integrations

3rd Party add-ons, SMS Integration


Addition of 3rd party SMS integration for customer updates
Not-for-Profit Social & Community Services CRM Optimisation Domestic Violence Services Solution

Website integration, Data Migration (extensive)


Addition of integration with the customers referral website, using CRM as the source of data for the website
Medium Enterprise Member Associations CRM Optimisation Scoping & Strategy

Customer Service, Extend/enhance functionality, Membership Management, Portal, 3rd Party add-ons, Click Dimensions


Customer wanted to scope phase 2 of their project to understand costs and timeframe for adding new functionality and productivity improvements based on their evolving business, and extending the solution into additional business units. To include a portal for member self-service and to replace their existing public-facing website. Also included moving from Mail Chimp to Click Dimensions for marketing automation.
Medium Enterprise Food Production or Distribution CRM Optimisation Extensions & Integrations

3rd Party add-ons, Click Dimensions


Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational.
Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Statutory Reporting


Exposure of critical CRM information into Power BI for reporting.
Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Website integration


Presentation of information from 3 separate 3rd party web resources, so that CRM is a single view of member data.
Medium Enterprise Member Associations CRM Optimisation Extensions & Integrations

Portal, Finance or 3rd party integration, Extend/enhance functionality


Integrated portal and marketing campaigns to allow specific pricing and promotions to member segments, with capture pf payments
Medium Enterprise Member Associations CRM Optimisation Extensions & Integrations

Finance or 3rd party integration, Workflows & Business Process


Additional (alternate) payment gateway for collecting recurring credit card payments on membership renewals
Medium Enterprise Member Associations CRM Optimisation Extensions & Integrations

3rd Party add-ons, Click Dimensions


Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational.
Medium Enterprise Property & Construction CRM Optimisation Extensions & Integrations

3rd Party add-ons, Click Dimensions


Installation of the 3rd party marketing automation solution Click Dimensions, plus Onboarding - training of the marketing users and assisting them in getting initial campaigns operational.
Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Portal, Data Migration (extensive)


Due to GDPR legislation and domestic privacy legislation customer was required to comply with restrictions on the retention and disposal of contact information within the CRM portal records. Initial job cleaned up the legacy data, and ongoing jobs were scheduled to maintain the records according to legislation.
Govt. Dept or Authority Govt - State CRM Optimisation Extensions & Integrations

Portal, Stakeholder Management, Compliance Management


The Customer provides experiences to their clients through their CRM portal, and they wish to capture and assess risk assessment information for specific activities.
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Our Experience

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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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.

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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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