Microsoft Dynamics 365 CRM (powered by the Power Platform) allows you to take advantage of the powerful and flexible capabilities of CRM, in the cloud. That means your people can access CRM anytime, from anywhere, on virtually any device.
To extract the best value and payback to your business, we can help tailor the thousands of customisable features so the system is exactly what you need. As part of your Office 365 subscription, CRM Online drives productivity by flawlessly integrating with other Microsoft products (like Outlook) your people already use every day.
We can help whether you’re setting up your CRM, replacing a current CRM, or have Microsoft Dynamics CRM already but want to customise or optimise the system.
Do it your way
It doesn’t make sense for one system to be instantly suitable for every business, right? Customisation is essential, but it takes expertise.
We work with you to understand your business relationships, your processes, and the other systems you need CRM to integrate with – like your website, finance system, quoting engine, or portal. Then we set your CRM up just the way you need it.
You could spend months of frustration and distraction from your real job trying to achieve what we can do for you in just hours or days.
Productive people
Investing in customisation pays off in spades. If you’re in charge of organising your CRM, there’s an expectation that you’re going to make things easier for everyone.
If your CRM creates little (or big) annoyances every day, people won’t want to use it, and they’ll find other ways of doing things (or simply waste time complaining). If you invest in the right customisations, your people will be more productive and you’ll have the right oversight and dashboards to manage and grow your business.
Know who your superstars are, and who’s taking an easy ride.
Consistency and oversight
Left to their own devices, your people will find different ways of doing the same thing.
That’s where CRM comes into its own – taking your best practice processes and applying them consistently, so you have full visibility of activity, progress and pipeline. You’ll be able to identify bottlenecks, delays and people issues before they strangle your business.
Workflows for your custom processes are a breeze for us to set up – we’ve done thousands of them. We’ve also got plenty of experience for creating customised reports, views and dashboards for you.
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 - Local | CRM Customisation | D365 CRM Online |
Extend/enhance functionality, Sales Management |
|
| Rescue of an existing D365 solution that was poorly designed and not performing, resulting in our recommendations for a number of different streams of activity, which were accepted. This stream introduced reporting and dashboards for team and general management, reducing duplication of effort and data. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM Online |
Stakeholder Management, Extend/enhance functionality, Workflows & Business Process, Compliance Management, Document Production |
|
| Within the accreditation and certification processes for Operators, to produce deeper segmentation and categorisation based on more complex data, and incorporate into reporting. | |||||
| Govt. Dept or Authority | Govt - State | CRM Customisation | D365 CRM Online |
Localisation, Portal |
|
| Provide Japanese localisation (translation of screen content) of the portals interface for Japanese portal users. | |||||
| Medium Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - Local | Specialist Support | D365 CRM Online |
Sales Management, Membership Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Property & Construction | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Member Associations | CRM Setup | D365 CRM Online |
Membership Management, Finance or 3rd party integration, Portal |
|
| CRM solution developed as a result of accepting our recommendations from a scoping exercise for a membership management CRM, to cover dues renewals, customer service processes, and to introduce a 2 part portal - a portal for member self service and renewals, and a public-facing portal to replace their existing website. | |||||
| 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. | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Setup | D365 CRM Online |
Order Management, Marketing Automation, Sales Management, Lead Management, Finance or 3rd party integration, Website integration, Click Dimensions |
|
| CRM deployment as a result of our scoping recommendations. CRM solution included sales and order management processes, including integration with Xero and a payment gateway, to allow online purchases. Follow up and marketing communications were delivered through Click Dimensions. | |||||
| Medium Enterprise | Import, Transport or Distribution | CRM Customisation | D365 CRM Online |
Order Management, Other Marketing Solution, Stakeholder Management, Sales Management |
|
| Customer wanted to plan and track the number of client site visits that their field sales staff would perform. | |||||
| Medium Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Aged or Health Care Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Member Associations | CRM Setup | D365 CRM Online |
Membership Management, Portal, Customer Service, Finance or 3rd party integration, Data Migration (extensive) |
|
| Based on scoping study recommendations, implemented a Dynamics 365 Online solution to manage the entire member lifecycle, including all billings. Introduced a member portal to allow member self-renewals and access to policy articles. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Replacement or Rescue | D365 CRM Online |
Customer Service, Data Migration (extensive) |
|
| As a secondary project phase, migrated data from a 3rd party CRM being utilised by the customer service team into CRM | |||||
| Govt. Dept or Authority | Govt - State | Specialist Support | D365 CRM Online |
Stakeholder Management, Compliance Management, Document Production, Click Dimensions |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Education, Training & Employment Services | Specialist Support | D365 CRM Online |
Lead Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - Local | Specialist Support | D365 CRM Online |
Customer Service, Membership Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - State | CRM Setup | D365 CRM Online |
Portal, Stakeholder Management, Extend/enhance functionality, Workflows & Business Process, Compliance Management, Document Production |
|
| Customer provides domestic and overseas journalists, industry members, and influencers with familiarisation experiences (FAMILS) within the tourism sector. This portal provides the ability for participants to register and maintain their information, provide documentation, comply with T&Cs, manage bookings and itineraries, and provide feedback on experiences with operators. | |||||
| Medium Enterprise | Property & Construction | Specialist Support | D365 CRM Online |
Sales Management, Stakeholder Management, Portal |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
Available
Add-ons
Integration between CRM and your financial system will close the loop between Sales and Invoicing – making your CRM a more complete source of truth about your customers. Integration with your finance system, such as Xero or Business Central is easy with our pre-built integrations to your customer data and/or invoices.
A portal allows you to give external people access to their information in your CRM without granting access. It’s a web-based interface which allows them to interact with, so they can be self-sufficient and productive without compromising your CRM. It’s a really handy way to offer self-service to your clients.
Dynamics 365 has inbuilt Marketing List capability but often a dedicated email marketing tool is required to get the best marketing results. We can integrate your chosen email marketing tool with your CRM so you get the best of both worlds. We can help set up your ClickDimensions and integrate with MailChimp. We can even integrate with your website Contact Us forms.
We’ve pre-built some handy Dynamics 365 functionality to make Account Management a breeze. If you rely on referrals from other businesses, we can help you to keep track of the value they introduce. Or if keeping in regular contact with your clients is essential to you we can help by automating reminders to each Account Manager.
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. Log requests and view your balance on our Customer Service Portal. When you’re running low on hours, we’ll let you know and you can top up your prepaid
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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