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?
Even if you have in-house skills to administer your CRM, we can work with your team to deliver bigger pieces of work.
Jobs like upgrades, trickier enhancements and integrations might not be manageable within your BAU resourcing or skillsets.
We can plan and manage your project, give advice, or just be part of the delivery team to carry out whatever changes you have on your plate.
Integrations with other systems can be complicated and are usually not something you can do in-house. Likewise, data migrations and upgrades have some common pitfalls only prevented by good planning and experience.
Maybe you’ve decided to move your CRM to the cloud and need some help to manage the transition? We can help with literally any of the CRM challenges you’re facing.
The only constant in life is change. Your business is changing and growing, and so should your CRM. When you partner with us, we’re with you for the long term, supporting you to adapt and improve your CRM over time.
We’ll get to know your particular CRM, understand where you’re heading, and help you to get there.
We have monthly assistance packages to suit your budget, your level of self-sufficiency, and likely requirements. Or you can engage us on an ad-hoc basis whenever you need us.
To get your CRM Online up and running, you might need an Office 365 subscription with Microsoft Dynamics CRM Online added. If you're not already using Office 365, we can help to get you set up. Or if you are, we can make sure you’re on the right plan to take advantage of CRM and all the integrations with your email and calendars.
A portal allows you to give external people access to information in your CRM without granting full access. It’s a user friendly web interface that only shows information the user has rights to see or update. You can set up a portal for your customers (eg. to view progress updates) or business partners, them be self-sufficient and productive without compromising your CRM.
Microsoft Power BI is a powerful partner to Microsoft Dynamics CRM, especially where you have multiple sources of data. It’s like having your CRM dashboards on steroids. Power BI gathers additional sources and forms of data like website data, spreadsheets, and other databases to deliver business analytics that instantly answer burning questions about business performance in real time.
Microsoft Dynamics and Microsoft SharePoint are perfect partners, working together to store and retrieve customer related documents and artefacts in real time. SharePoint stores a document once in a single location, and CRM allows it to be accessed from multiple places and within relevant contexts. It's also great at facilitating collaboration between staff,customers or suppliers.
Access our help for additional customisations or other enhancements whenever you need. By purchasing blocks of our time as Prepaid Assistance Hours you can draw down on your 'bank' of hours for adhoc or planned work over time. When you're running low, we'll let you know and you can top up your prepaid hours for the next round of enhancements. You're in control.
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.
One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.