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 | |
|---|---|---|---|---|---|
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Customer Service, Compliance Management, Data Migration (extensive), Document Production, Extend/enhance functionality, Platform Migration, Statutory Reporting |
|
| Customer had a customised On-premise solution, needing to migrate to the Cloud platform. The platform migration maintained existing functionality where appropriate while also introducing design and productivity improvements. Revamped integration with document management 3rd party solution, and integration with Power BI reporting platform. | |||||
| Not-for-Profit | Aged or Health Care Services | CRM Upgrade | D365 CRM On-Premise |
Platform Migration, Customer Service, Compliance Management, Data Migration (extensive), Statutory Reporting, Extend/enhance functionality, Sales Management |
|
| Customer approved our Scoping study for an On-Premise migration to the Cloud, for all phases. Migration project delivered revised business requirements while also delivering performance improvements, enhanced functionality, and improved reporting to their funding provider. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | Scoping & Strategy |
Platform Migration |
|
| Customer has a customised On-premise solution, looking to migrate to the Cloud platform. The migration study will scope the functional and productivity improvements and quantify the cost and timeframes | |||||
| Medium Enterprise | Import, Transport or Distribution | CRM Upgrade | D365 CRM Online |
Solution Upgrade |
|
| Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft | |||||
| Medium Enterprise | Manufacturing | CRM Upgrade | D365 CRM Online |
Solution Upgrade |
|
| Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft | |||||
| Medium Enterprise | Member Associations | CRM Upgrade | D365 CRM Online |
Solution Upgrade |
|
| Updating the solution with new apps and revision of roles to take advantage of the new release by Microsoft | |||||
| Medium Enterprise | Aged or Health Care Services | CRM Upgrade | Scoping & Strategy |
Lead Management, Sales Management, Extend/enhance functionality, Workflows & Business Process, Website integration, Customer Service |
|
| Customer had a basic CRM utilised by one team, and wished the CRM solution to be redesigned and scaled for use across all business units and customer functions, including integration with an inhouse developed portal. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Platform Migration |
|
| Customer had a number of Azure services supporting their existing On-premise solution which needed to be consolidated, improved and migrated to a different Azure platform. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Platform Migration |
|
| Migration of the customers On-premise solution to the Online platform, incorporating functional improvements | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM On-Premise |
Solution Upgrade, Extend/enhance functionality, Workflows & Business Process, Stakeholder Management |
|
| Govt dept's mandate and responsibilities were changed, so their existing On-premise solution required a review to understand the scope of change required to support their new role. Recommendations were accepted and were deployed. | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Upgrade | Scoping & Strategy |
Platform Migration, Extend/enhance functionality, Workflows & Business Process, Lead Management, Sales Management, Order Management |
|
| We performed a review and provided recommendations for a Customer's existing On Premise Dynamics CRM solution, which they wanted to migrate to Online, before implementing further customisations. | |||||
| Small Business | Manufacturing | CRM Upgrade | D365 CRM On-Premise |
Platform Migration, Lead Management, Sales Management |
|
| Migration of the customers On-premise solution to the Online platform, incorporating functional improvements | |||||
| Large Enterprise | Financial Services | CRM Upgrade | D365 CRM Online |
Platform Migration, Data Migration (extensive) |
|
| Customer acquired another company with an existing Dynamics CRM solution that needed to be incorporated into their Australian environment. We provided recommendations, which were accepted, and deployed. | |||||
| Not-for-Profit | Social & Community Services | CRM Upgrade | Domestic Violence Services Solution |
Platform Migration, Customer Service, Stakeholder Management, Statutory Reporting |
|
| Customer had an existing poorly performing On-premise solution that needed to be migrated to the Online platform, and then rectified and improved to meet the service needs, including ability to report correctly to the funding provider. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | D365 CRM Online |
Platform Migration, Extend/enhance functionality, Stakeholder Management, Membership Management, Data Migration (extensive) |
|
| Customer had multiple D365 solutions installed across the organisation, when a single solution would have been appropriate. Our recommendations were accepted, and we consolidated the design into a single solution that accomodated each business unit, with functional improvements and business process changes. | |||||
| Medium Enterprise | Manufacturing | CRM Upgrade | D365 CRM On-Premise |
Platform Migration |
|
| Customer had an existing On Premise Dynamics CRM solution, which they needed to migrate to Online, before implementing further customisations. We performed a review and provided recommendations, which were accepted. | |||||
| Small Business | IT Services | CRM Upgrade | D365 CRM On-Premise |
Platform Migration, Lead Management, Sales Management |
|
| Customer had an existing On Premise Dynamics CRM solution, which they needed to migrate to Online, before implementing further customisations under our Kickstart approach. | |||||
| Govt. Dept or Authority | Govt - State | CRM Upgrade | Scoping & Strategy |
Solution Upgrade, Compliance Management, Stakeholder Management, Statutory Reporting |
|
| Customer had an existing On-premise version that needed to be upgraded, with review and recommendation of technical and functional improvements available under the new version. | |||||
| Small Business | Manufacturing | CRM Upgrade | Scoping & Strategy |
Lead Management, Sales Management, Platform Migration |
|
| Review to provide options for migration of the customer's On-premise solution to the Online platform, including options for improvements | |||||
| Small Business | Manufacturing | CRM Upgrade | D365 CRM On-Premise |
Lead Management, Sales Management, Extend/enhance functionality, Workflows & Business Process, Platform Migration |
|
| Migration of the customers On-premise solution to the Online platform, incorporating functional improvements | |||||
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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