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 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 in 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 CRM can’t integrate with – all it takes is planning and expertise.
Contact us
You can see a better way
Your Microsoft Dynamics 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 CRM.
Contact us
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.
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 help unleash the power of your Microsoft Dynamics CRM, we can do an audit on your CRM. We’ll work with you to understand what problems you need to solve in your business, and we can even design a phased approach to suit your budget and time constraints.
Customisation
We can help by integrating with other systems to complete the customer picture, streamlining and reconfiguring your process workflows to improve the way you work, tailoring your dashboards and developing custom reporting and introducing Power BI over your CRM data and other sources to drive insights.
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 level 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?
