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 | |
|---|---|---|---|---|---|
| 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 a certification and participation program for tourism operators, and conducts periodic assessments over key attributes and criteria, issuing a range of certifications. | |||||
| Small Business | IT Services | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, SharePoint integration |
|
| CRM Kickstart to manage the Lead and Opportunity processes. Addition of integration with SharePoint for document folders. | |||||
| Medium Enterprise | Legal & Accounting | CRM Setup | D365 CRM Online |
Lead Management, Sales Management, Finance or 3rd party integration, Workflows & Business Process, Data Migration (extensive) |
|
| Customer was using a combination of Outlook and an ageing Finance solution to run an accounting business with multiple partners and business units. Recommendations from our Scoping Study were accepted and the CRM solution was rolled out to replace these disparate applications, integrate with the Finance solution, provide a single customer view, as well as operational efficiencies. | |||||
| Not-for-Profit | Adminstrative or Business Services | CRM Setup | D365 CRM Online |
Compliance Management, Portal, Customer Service, Membership Management |
|
| The Customer required a CRM and portal to support a centralised administration service for member organisations, including workflows and business process automation. The Portal replaced their existing public-facing and member-centric websites. | |||||
| 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 | Manufacturing | CRM Setup | D365 CRM Online |
Portal, Website integration, Customer Service |
|
| Customer had an in-house developed customer service portal which they wanted integrated to their CRM solution so that the customer service and sales teams had a single view of customer. | |||||
| Small Business | IT Services | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, 3rd Party add-ons, Mail Chimp, Data Migration (extensive) |
|
| CRM Kickstart to manage the Lead and Opportunity processes, including data migration from their previous On-Premise solution. Integration with Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Property & Construction | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Order Management, Property Management, Data Migration (extensive) |
|
| CRM Kickstart to manage the Lead and Opportunity (lease) processes, including custom development for managing more complex property management relationships. Included data migration from previous Access database. | |||||
| Medium Enterprise | Mining or Engineering | CRM Setup | CRM Kickstart |
Lead Management, Sales Management |
|
| CRM Kickstart to manage the Lead and Opportunity processes, including our add-on for Stakeholder Management. | |||||
| Medium Enterprise | Legal & Accounting | CRM Setup | CRM Kickstart |
Sales Management, 3rd Party add-ons, Mail Chimp |
|
| CRM Kickstart to manage the Lead and Opportunity processes. Integration with Mail Chimp for marketing communications. | |||||
| Small Business | Adminstrative or Business Services | CRM Setup | CRM Kickstart |
Sales Management, 3rd Party add-ons, Mail Chimp, Excel templates |
|
| CRM Kickstart to manage the Lead and Opportunity processes, including Excel templates for extended reporting. Integration with Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Member Associations | CRM Setup | D365 CRM Online |
Customer Service, Membership Management, Finance or 3rd party integration, SharePoint integration, Data Migration (extensive) |
|
| Customer had an existing, ageing operational solution that needed to be migrated to CRM to meet their ongoing membership management requirements. Recommendations from our scoping study were accepted resulting in an enhanced operational solution to manage their members and community relationships, membership dues renewal processes, as well as case management and customer services. | |||||
| Small Business | Consumer Services | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Order Management, Document Production |
|
| CRM Kickstart to manage the Lead, Opportunity and Order processes, including production of supporting documents. | |||||
| Small Business | Consumer Services | CRM Setup | CRM Kickstart |
Sales Management, Order Management |
|
| CRM Kickstart to manage the Lead, Opportunity and Order booking processes. | |||||
| Small Business | Adminstrative or Business Services | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, 3rd Party add-ons, Mail Chimp, SharePoint integration, Workflows & Business Process, Data Migration (extensive) |
|
| CRM Kickstart to manage the Lead and Opportunity processes, with data migration from SalesForce IQ. Included workflows and reporting on project outcomes for 3rd party relationships. Included our add-on for integration with SharePoint for document storage, and integration with Mail Chimp for marketing communications. | |||||
| Govt. Dept or Authority | Govt - Local | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, 3rd Party add-ons, Mail Chimp, Excel templates, Property Management |
|
| CRM Kickstart to manage the Lead and Opportunity processes for a large-scale property development, including extensive Excel (pivot table) templates for additional reporting. Integration with Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Adminstrative or Business Services | CRM Setup | CRM Kickstart |
Sales Management, Order Management, Lead Management |
|
| CRM Kickstart to manage the Lead, Opportunity and Order processes. | |||||
| Small Business | IT Services | CRM Setup | D365 CRM Online |
Workflows & Business Process, Property Management, Extend/enhance functionality |
|
| Addition of business processes and workflows to manage the application processes for owner occupied and investment property purchases, plus reporting. | |||||
| Medium Enterprise | Property & Construction | CRM Setup | D365 CRM Online |
Sales Management, Stakeholder Management, Portal |
|
| A bespoke portal application for a property developer to allow agents and reselllers to obtain pricing and availability of stock, and to submit sales applications. | |||||
| Medium Enterprise | Legal & Accounting | CRM Setup | Scoping & Strategy |
Lead Management, Sales Management, Finance or 3rd party integration |
|
| Customer was using a combination of Outlook and an ageing Finance solution to run an accounting business with multiple partners and business units. The Scoping Study identified how CRM could be rolled out to replace these disparate applications, integrate with the Finance solution, provide a single customer view, as well as operational efficiencies. | |||||
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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