You’re suffering growing pains
When you’re starting out in business, you just make do. You find inventive ways to do things that work for the time being. But as you grow, the temporary fixes start to break under the pressure and that introduces risk into your business.
Sound familiar?
- All your customer history is in your collective memory – knowledge that can walk out the door any time.
- Customer information is trapped in one or many spreadsheets – there’s no single record.
- You used to know what everyone was working on and where it was at – now you’re struggling to keep up.
- You can’t plan for the future because you don’t have a view of past performance or current pipeline.
You need consistency in the way you work
Left to their own devices, your staff will find different ways of doing the same thing. For every sales legend who builds his own password-protected sales pipeline spreadsheet, there’s another who swears by the post-it notes.
That’s where CRM comes into its own – taking your best practice sales process and applying it consistently, so you have full visibility of sales activity and pipeline. Know who your superstars are, and who’s taking an easy ride. Know when you need more staff before the deluge hits.
Spreadsheets don’t cut it anymore
Don’t feel guilty about your spreadsheet addiction. It’s common because it works … for a while. But in the end, the old adage rings true – what got you here, won’t get you there.
For sure, we’ve seen some impressive Excel workarounds in our time, but they don’t scale well. Excel is a great calculator, but it doesn’t win any awards as a database.
If you’re reading this, you’re probably feeling the pains of sharing, updating, reporting, corruption, broken formulas and data loss. Not to mention the fear that a disgruntled employee could email your prospect spreadsheet to a competitor.
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 | |
|---|---|---|---|---|---|
| Medium Enterprise | Food Production or Distribution | CRM Setup | CRM Kickstart |
Stakeholder Management, Sales Management, Website integration, 3rd Party add-ons, Mail Chimp, Customer Service, Data Migration (extensive) |
|
| CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, along with Customer Service. Inclusion of stakeholder management and customer service add-ons, and integration with Mail Chimp for marketing communications. | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Customer Service, Stakeholder Management, 3rd Party add-ons, SMS Integration, Statutory Reporting |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a counselling service | |||||
| Medium Enterprise | Property & Construction | CRM Setup | D365 CRM Online |
Lead Management, Sales Management, Order Management, Finance or 3rd party integration, Website integration |
|
| As a result of our scoping recommendations, phase 1 of CRM proceeded providing an overarching lead, sales and order management process and solution, integrated with Business Central. Included an integration with a 3rd party website providing leads. | |||||
| Small Business | Financial Services | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Document Production, SharePoint integration, 3rd Party add-ons, Mail Chimp, SMS Integration, Website integration |
|
| CRM Kickstart to manage the Lead (through website integration) and Opportunity processes, and production of supporting documents. Inclusion of our SharePoint add-on for document storage, and SMS and Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Property & Construction | CRM Setup | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Finance or 3rd party integration |
|
| Customer was looking to implement Dynamics Business Central as well as Dynamics CRM and needed an overarching lead, sales and order management process and solution. Scoping defined the project phases and scoped the responsibilities between BC and CRM. | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Stakeholder Management, Customer Service, Statutory Reporting, 3rd Party add-ons, SMS Integration |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a counselling service | |||||
| Not-for-Profit | Arts, Entertainment & Hospitality | CRM Setup | Scoping & Strategy |
Customer Service, Lead Management, Order Management, Finance or 3rd party integration, Website integration |
|
| Customer was using a combination of disparate webforms and multiple Excel spreadsheets to run a theatre business with a variety of stakeholders. The Scoping Study identified how CRM could be rolled out to replace these disparate applications, and provide a single customer view, as well as operational efficiencies. | |||||
| Medium Enterprise | Financial Services | CRM Setup | D365 CRM Online |
Portal, Order Management, Sales Management, Finance or 3rd party integration, Stakeholder Management |
|
| Addition of a Portal to allow the Customer's clients to submit applications for investment products, maintain their details, and receive their financial statements and other documentation. Solution manages the submission, validation, compliance and approval processes, and provides portfolio and client account managers an overview of their portfolios. The CRM is integrated with the Customer's backend investment and share management solution. | |||||
| Govt. Dept or Authority | Govt - State | CRM Setup | D365 CRM Online |
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. The CRM manages the internal processes to support and manage funding, documentation, compliance and risk, and bookings and itineraries. Maintains a database of operators within the sector. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Setup | D365 CRM Online |
Extend/enhance functionality, Workflows & Business Process, Customer Service, Project Management, Data Migration (extensive) |
|
| Customer had an existing Dynamics CRM solution, which did not meet their needs. Our review provided recommendations, which were accepted and deployed, requiring a redesign of their entire solution, data migration from the previous version, and introduced automation of business processes and reporting across their customer service and policy teams. | |||||
| Medium Enterprise | Aged or Health Care Services | CRM Setup | CRM Kickstart |
Sales Management, Order Management, Customer Service, SharePoint integration, Website integration, Lead Management, Excel templates |
|
| CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, along with Customer Service. Inclusion of extensive Excel templates for additional reporting, and integration with in-house developed portal. | |||||
| Medium Enterprise | Govt - State | CRM Setup | CRM Kickstart |
Stakeholder Management |
|
| CRM Kickstart to manage interactions and communications with constituents for an electoral office. | |||||
| Medium Enterprise | Food Production or Distribution | CRM Setup | CRM Kickstart |
Lead Management, Sales Management |
|
| CRM Kickstart to manage the Lead and Opportunity processes, including our add-on for managing 3rd party distributor relationships. | |||||
| Small Business | Arts, Entertainment & Hospitality | CRM Setup | CRM Kickstart |
Sales Management, Order Management, Finance or 3rd party integration, Website integration, SharePoint integration, 3rd Party add-ons, Document Production, Mail Chimp |
|
| CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, including production of supporting documents and integration with Xero. Addition of integration with SharePoint for document folders and Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Member Associations | CRM Setup | Scoping & Strategy |
Membership Management, Finance or 3rd party integration, Portal |
|
| Discovery and scoping for a new CRM for a member management organisation to cover dues renewals, customer service processes, and to introduce a portal for member self-service, and to replace their existing website/CMS. | |||||
| Small Business | IT Services | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Website integration, Document Production |
|
| CRM Kickstart to manage the Lead (through website integration) and Opportunity processes, and production of supporting documents. | |||||
| Large Enterprise | Education, Training & Employment Services | CRM Setup | D365 CRM Online |
Lead Management, Customer Service, Sales Management, Document Production, Website integration, Workflows & Business Process, Data Migration (extensive) |
|
| CRM for a disability employment support organisation, covering lead and sales through to placement, integrating with the customer service team portal for case management. A fund raising and donor management add-on was included. Extensive data migration from multiple legacy data sources. | |||||
| Small Business | Adminstrative or Business Services | CRM Setup | CRM Kickstart |
Sales Management, Order Management, Customer Service, SharePoint integration, Website integration, Lead Management, Finance or 3rd party integration |
|
| CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, along with Customer Service. Inclusion of customer enquiry add-on and integration with Xero. | |||||
| Large Enterprise | Education, Training & Employment Services | CRM Setup | Scoping & Strategy |
Lead Management, Customer Service, Sales Management |
|
| Discovery and scoping for a new CRM to provide leads and sales management for the Sales division, as well as customer service and donor management for account management teams. | |||||
| Small Business | Consumer Services | CRM Setup | CRM Kickstart |
Stakeholder Management, 3rd Party add-ons, Mail Chimp |
|
| CRM Kickstart to manage interactions and communications with stakeholders, including integration with Mail Chimp for marketing communications. | |||||
Here’s how
we can help
When you choose Beyond CRM, you’re working with an experienced team of Microsoft Dynamics 365 CRM specialists who are dedicated to understanding
your unique needs and delivering with excellence.
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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