Need an Enterprise CRM specialist?
At Beyond CRM, we’re experienced with Microsoft Dynamics CRM implementations in large and complex businesses,
along with Government organisations.
Even if your organisation has in-house CRM resources, have a chat with our CRM consulting specialists, who can offer
you strategic advice, program support, system maintenance, or project delivery.
Strategic Advice
We can take a step back from the technology and work with you, strategically, to scope and plan your initiative. Our specialist team can collaborate with you to:
- Define and articulate your desired outcomes
- Formulate and plan your initiatives by facilitating planning and scoping exercises
- Articulate your initiative as phases within an achievable, articulated roadmap
Project delivery with excellence
We determine with you the right methodology to deliver your specific project. We’ll agree the right approach for you (whether agile, waterfall or a rapid hybrid approach) by considering:
- your budget
- your appetite for risk
- the complexity of your requirements
- availability of subject matter experts within your business
- how specific your business is for what’s required
- required timeframes and benefit realisation
Specialist support
You can call on our experienced, certified team to help at any stage of your Microsoft Dynamics CRM deployment lifecycle. Whether you want to upgrade your on-premise Microsoft Dynamics CRM deployment, migrate to the ‘cloud’, or want us to develop enhancements to meet your evolving business requirements – we have the experience and skills you need.
For example, you might need a front-end portal, integration with other commercial or proprietary systems, or even need us to develop bespoke processes and functions using the Dynamics CRM platform. Whatever it is, let’s make it happen.
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 | |
|---|---|---|---|---|---|
| Large Enterprise | Travel | Specialist Support | D365 CRM Online |
Sales Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Large Enterprise | Travel | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Mail Chimp |
|
| Addition of 3rd party Mail Chimp integration for email marketing | |||||
| Large Enterprise | Travel | CRM Customisation | D365 CRM Online |
Sales Management, Stakeholder Management, Extend/enhance functionality, Workflows & Business Process |
|
| Extension of CRM to incorporate more extensive and complex product structures and territory reporting within the sales teams | |||||
| Large Enterprise | Travel | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Other Marketing Solution |
|
| Addition of 3rd party Hubspot integration for email marketing | |||||
| Large Enterprise | Travel | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Data Migration (extensive) |
|
| Customer purchased another company that was using Salesforce and needed to migrate their Salesforce data into Dynamics CRM. | |||||
| Large Enterprise | Travel | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Data Migration (extensive) |
|
| Customer purchased another company that was using Salesforce and needed to migrate their Salesforce data into Dynamics CRM. | |||||
| Large Enterprise | Travel | CRM Optimisation | Extensions & Integrations |
3rd Party add-ons, Data Migration (extensive) |
|
| Addition of 3rd party data migration toolset, to allow performance of extensive data migration | |||||
| Large Enterprise | Travel | CRM Optimisation | Extensions & Integrations |
Stakeholder Management |
|
| Customer had a large dataset of transactions and bookings they wished to be available to CRM users as "read-only" from CRM. We created a virtual datastore that the customer could load to, to make the data visible to customer service operators. | |||||
| Large Enterprise | Travel | CRM Replacement or Rescue | D365 CRM Online |
Sales Management, Data Migration (extensive) |
|
| Customer purchased another company that was using Salesforce and needed to migrate their Salesforce data into Dynamics CRM. | |||||
| Large Enterprise | Mining or Engineering | CRM Replacement or Rescue | Scoping & Strategy |
Lead Management, Sales Management, Order Management, Stakeholder Management |
|
| Customer had initiated a Dynamics CRM project with another partner but found the project and partner were not delivering any outcomes or value. We conducted a technical and functional review to determine the feasibility of taking over the project and delivering the required outcomes - which was accepted. | |||||
| Large Enterprise | Mining or Engineering | CRM Replacement or Rescue | CRM Kickstart |
Lead Management, Sales Management, Order Management, Stakeholder Management, Click Dimensions, Workflows & Business Process |
|
| Customer had initiated a Dynamics CRM project with another partner but found the project and partner were not delivering any outcomes or value. We took over the project from scratch, delivering a full and capable solution within a limited timeframe. | |||||
| Large Enterprise | Mining or Engineering | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Order Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - State | Specialist Support | D365 CRM On-Premise |
Platform Migration |
|
| Providing specialist advice and assistance to a Govt Dept undertaking their own migration from On-Premise to Online | |||||
| Large Enterprise | Financial Services | CRM Replacement or Rescue | D365 CRM On-Premise |
3rd Party add-ons, Other Marketing Solution, Extend/enhance functionality, Workflows & Business Process |
|
| Rectified the integration with Marketo (a marketing automation solution), and provided efficiencies and automations within the underlying CRM solution. | |||||
| Large Enterprise | Financial Services | CRM Optimisation | Extensions & Integrations |
Other Marketing Solution |
|
| Customer had an existing integration with Marketo (marketing automation solution) that was not working and we trouble-shooted the integration and were able to get it operational | |||||
| Large Enterprise | Financial Services | Specialist Support | D365 CRM On-Premise |
Other Marketing Solution |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Large Enterprise | Manufacturing | CRM Setup | CRM Kickstart |
Stakeholder Management |
|
| CRM Kickstart to manage interactions and communications with customers and stakeholders as first stage of a quick roll-out, to be followed up with sales process automation. | |||||
| Large Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Large Enterprise | Manufacturing | CRM Customisation | Scoping & Strategy |
Extend/enhance functionality, Sales Management, Order Management, Finance or 3rd party integration, Workflows & Business Process |
|
| Customer had a basic CRM for Stakeholder Management and integration with Outlook. As a secondary phase, now ready to implement sales process and workflows, with integration to the ERP to source product pricing for quoting within CRM, and then pushing closed opportunities to Orders in the ERP | |||||
| 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. | |||||
Our Enterprise
product offering
Microsoft Dynamics 365 CRM, as a cloud platform, is enormously powerful and flexible. This flexibility means every CRM implementation is, and should be, different – intelligently customised by our team at Beyond CRM, to match the way you work. As part of your Office 365 subscription, Dynamics 365 drives productivity by flawlessly integrating with other Microsoft products most businesses already use every day.
Don’t want to be in the cloud? That’s ok too. Maybe you’re already heavily invested in having your own infrastructure. Perhaps you’re happy to trade off higher upfront costs to obtain greater control. We can help with your Microsoft Dynamics 365 CRM On-Premise implementation, or we can support you through change or upgrade of your current On-Premise solution.
We can assist at any stage of your Microsoft Dynamics CRM lifecycle. Whether you want to upgrade your on-premise Microsoft Dynamics CRM deployment, migrate to the ‘cloud’, integrate with other systems, or want us to develop bespoke enhancements to meet your evolving business requirements, we have the experience you need. We’ll be pragmatic and upfront about what can be done to solve your problem no matter how complex or unique.
The success of any CRM implementation depends on getting the users in your business to embrace the change. If your users lack confidence in using the system, cracks will form in their dedication to using the system as consistently as they should. We can help by providing the CRM training they need to get the most out of the system every day.
If you’re in the business of delivering projects, not products, we can help. Project Service Automation is a powerful new module of Dynamics 365, which we can customise to help you manage your client’s projects from sale, and all the way through the delivery process. Manage your resources, project plans, task management, timesheeting, costs and invoices all from the same powerful tool.
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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