You’ve heard the call of ‘the cloud’
We’re sure you’ve heard that having your head in the cloud is the way of the future? For many businesses, the cost model, the scalability, the flexibility and the ability for your business to focus on your core functions, rather than IT, are compelling cloud benefits.
Once you’ve experienced how Microsoft Dynamics CRM 365 Customer Engagement (CRM) and Microsoft Office 365 seamlessly integrate in a cloud ecosystem that drives productivity in your business, you’ll be sold. You’ll certainly need some help upgrading from an on-premises CRM to the online version of Microsoft Dynamics 365 CRM, but that’s what we’re here for.
Customisations makes upgrade risky
If you’re a long term user of Microsoft Dynamics 365 CRM and have really made it part of your business with bespoke customisations, you might feel some trepidation at upgrading to the latest versions. You certainly don’t want to lose your hard work and have any business disruption. It’s possible, with some planning and expertise, to have the latest and greatest while preserving the customised elements of your business. Plus we can also leverage new functionality to make it even better.
You want the latest and greatest
Microsoft’s enhancements to Dynamics 365 CRM have been exponential over the past few years. Releases are more frequent and more features and functions continue to blossom. Get on board. You could be missing out on enormous business benefits by sticking with an old version..
You can stay with on-premises versions or move to the online version of Dynamics 365 Customer Engagement where you’ll automatically stay up to date and can adopt new functions anytime.
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 | |
|---|---|---|---|---|---|
| Small Business | IT Services | CRM Upgrade | D365 CRM On-Premise |
Platform Migration, Lead Management, Sales Management, Workflows & Business Process |
|
| Migration of the customers On-premise solution to the Online platform, incorporating functional reviews and improvements | |||||
| Medium Enterprise | IT Services | CRM Upgrade | D365 CRM On-Premise |
Platform Migration |
|
| Customer had an On-premise under a partner's hosting arrangement, but the relationship with the partner was terminated. The solution needed to be migrated to a different hosting platform. | |||||
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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