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.
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.
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.
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 | |
|---|---|---|---|---|---|
| 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. | |||||
| Govt. Dept or Authority | Govt - State | CRM Optimisation | Extensions & Integrations |
Portal, Customer Service, Stakeholder Management, Document Production |
|
| Customer's portal supports FAMILS (domestic and overseas familiarisation experiences) within the tourism sector, and upon completion of an experience, the FAMIL can provide feedback on their experiences with participating operators, which is then assessed, with results compiled and published via Power BI, and shared with operators. | |||||
| 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 their compliance with the customer's terms and conditions, and capture risk assessment information. | |||||
| Medium Enterprise | Member Associations | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Document Production |
|
| 3rd party Documents CorePack added to manage the production and distribution of complex merged documents | |||||
| Large Enterprise | Travel | CRM Optimisation | Extensions & Integrations |
Stakeholder Management |
|
| Customer had a large dataset of transactions and bookings they wished to be available to CRM users as "read-only" from CRM. We created a virtual datastore that the customer could load to, to make the data visible to customer service operators. | |||||
| Govt. Dept or Authority | Govt - Local | 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 |
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 |
Finance or 3rd party integration, Workflows & Business Process, Extend/enhance functionality, Membership Management |
|
| Customer's CRM was integrated with an ERP/Finance solution, and some of their financial methods (such as Journaling entries and accruals) needed to change to reflect new standards. CRM required modification to reflect these new standards. | |||||
| Medium Enterprise | Member Associations | CRM Optimisation | D365 CRM Online |
Portal, Membership Management, Customer Service, Document Production, Finance or 3rd party integration |
|
| Addition of a Portal to the CRM membership solution, to both replace their existing public-facing website, and to provide a portal to allow members to self-service and renew and pay for their membership, while also serving up tailored articles. | |||||
| Small Business | Property & Construction | CRM Optimisation | Extensions & Integrations |
Finance or 3rd party integration, Property Management |
|
| Additional capability to calculate commission on completed sales and to distribute reports to partners. | |||||
| 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 | Education, Training & Employment Services | 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. | |||||
| Small Business | Education, Training & Employment Services | 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 |
3rd Party add-ons, Document Production |
|
| Addition of 3rd party integration for advanced document merging capabilities, and development of document templates | |||||
| Not-for-Profit | Social & Community Services | CRM Optimisation | Domestic Violence Services Solution |
Statutory Reporting |
|
| Addition of Power BI capabilities & reports to support OASIS reporting | |||||
| Medium Enterprise | Property & Construction | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Document Production |
|
| Addition of 3rd party integration for advanced document merging capabilities, and development of document templates | |||||
| Govt. Dept or Authority | Govt - State | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Document Production |
|
| Addition of 3rd party integration for advanced document merging capabilities, and development of document templates | |||||
| Small Business | Financial Services | 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 | Social & Community Services | CRM Optimisation | Domestic Violence Services Solution |
3rd Party add-ons, SMS Integration |
|
| Addition of 3rd party SMS integration for customer updates | |||||
| Medium Enterprise | IT Services | CRM Optimisation | Extensions & Integrations |
SharePoint integration |
|
| Installation of our add-on that enhances the standard SharePoint integration, improving the user experience and productivity of users | |||||
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.
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.
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.
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Our thinking
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