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 | |
|---|---|---|---|---|---|
| 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 | |||||
| Govt. Dept or Authority | Govt - Local | CRM Optimisation | D365 CRM Online |
Data Migration (extensive) |
|
| Data Migration of an additional business unit's data into the CRM, so that CRM becomes the central source of data for all departments. | |||||
| Govt. Dept or Authority | Govt - Local | 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 | |||||
| Medium Enterprise | Financial Services | 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 | |||||
| Large Enterprise | Travel | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Data Migration (extensive) |
|
| Addition of 3rd party data migration toolset, to allow performance of extensive data migration | |||||
| Small Business | IT 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. | |||||
| Medium Enterprise | Financial 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 | |||||
| Large 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. | |||||
| Large Enterprise | Education, Training & Employment Services | CRM Optimisation | Marketing Services |
Click Dimensions |
|
| Assisting the marketing team getting initial set of campaigns operational. Including liaising with 3rd parties (such as web developers) | |||||
| Medium Enterprise | Financial Services | CRM Optimisation | Marketing Services |
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, then assistance and guidance in ongoing campaigns. | |||||
| Medium Enterprise | Manufacturing | CRM Optimisation | D365 CRM Online |
Customer Service |
|
| Integrating Customer's CRM customer service solution with Mitel telephony solution, to enable the customer's call centre. | |||||
| Large Enterprise | Education, Training & Employment Services | CRM Optimisation | D365 CRM Online |
Stakeholder Management, Website integration |
|
| Build of a fund raising, donor capture and donor management module for a NFP. | |||||
| Small Business | Education, Training & Employment Services | CRM Optimisation | Extensions & Integrations |
Website integration, Lead Management |
|
| Installation of our Add-on for integration to a customer's lead submission webpage for capturing of leads into CRM. | |||||
| Medium Enterprise | Import, Transport or Distribution | CRM Optimisation | Extensions & Integrations |
Website integration, Lead Management, Data Migration (extensive) |
|
| Customer's NZ team had an existing Lead quotation solution, with both functionality and data needing to be migrated to the Australian CRM platform. | |||||
| Govt. Dept or Authority | Govt - State | CRM Optimisation | Extensions & Integrations |
Finance or 3rd party integration, Document Production, Stakeholder Management |
|
| Customer supports member business organisations servicing consumers, and a report providing a visual representation of each member's performance throughout the year is generated from complex CRM data and published to the members. | |||||
| Medium Enterprise | Property & Construction | CRM Optimisation | Extensions & Integrations |
Property Management, Data Migration (extensive) |
|
| A further business unit was identified for inclusion within CRM, and their data needed to be migrated into CRM. | |||||
| Govt. Dept or Authority | Govt - State | 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 | |||||
| Medium Enterprise | Mining or Engineering | 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 | |||||
| Small Business | Property & Construction | CRM Optimisation | Extensions & Integrations |
Lead Management, Website integration, Property Management |
|
| Integrated leads from various property websites into CRM, for follow up by sales. | |||||
| Large Enterprise | Travel | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Other Marketing Solution |
|
| Addition of 3rd party Hubspot integration for email marketing | |||||
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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