A CRM that works for you
and is ready in a flash
Our CRM Kickstart is the perfect way to get up and running now with Microsoft Dynamics 365 for Sales. At a fraction of the cost (and time) of a bespoke customisation, we’ll get you on the path to success with an essential set of customisations that suit the way you work.
We’ll ask you a handful of questions about how your business operates, configure your CRM to suit and you’re on your way.
We call it a Kickstart because it really is. You can get started now and build, change and adapt your CRM over time. We’ll be there with you all the way with our Kickstart Success assistance packages.
Only what you need.
We know Microsoft Dynamics CRM backwards and we’ve worked with enough businesses to know which customisations are essential for getting you started and operational from day one.
We design your customisations based on our questions about your business and exactly how you work.
Within a couple of weeks, not months, you’ll have a fully functioning CRM that’s pulling its weight in your business.
Retire those spreadsheets.
Using spreadsheet to capture contacts and manage workflows is common, but it only works for a while.
The old adage rings true – what got you here, won’t get you there. Excel is a great calculator but it doesn’t scale well and certainly isn’t a database to allow you to capture the depth of information you need.
CRM allows you to manage your business processes, ensuring the right information is captured at the right time, with full reporting oversight.
Grow with you.
This is just the start. As you get used to working with CRM, you’ll have other ideas of how the system can help you even more.
There’s a myriad of additional functions or processes we can help you to uncover. It’s all there for the taking when you’re ready and eager. After we’ve implemented your CRM Kickstart our Kickstart Success assistance package will make sure we continue to support you on your CRM journey.
But for now, you’ll have a fully functional CRM that does what you need!
Here is what you get
with our CRM Kickstart solution
CRM Kickstart is a baseline configuration of Microsoft Dynamics CRM 365 for Sales which, from our experience, represents best practice for small business in the areas of Sales, Customer Care, Marketing and optionally, Post-sale job tracking.
To make CRM suit your unique business and set you up for success, some additional customisations are needed. We ask you a series of questions about your business and how you work, so we can we can tailor your CRM Kickstart solution to suit you. They’re not hard questions, but they’re designed to tease out the important factors that will mean your CRM adds value immediately. Then we customise your CRM accordingly.
Of course, over time you will want to continue to change and adapt your CRM to suit your changing needs. We can help with that too.
Download our brochure below for more detail.
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 | |
|---|---|---|---|---|---|
| Small Business | Mining or Engineering | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, SharePoint integration, Stakeholder Management |
|
| CRM Kickstart to manage the Lead and Opportunity processes, including our add-on for stakeholder management. Addition of integration with SharePoint for document folders. | |||||
| Medium Enterprise | Food Production or Distribution | CRM Setup | CRM Kickstart |
Sales Management, Stakeholder Management, Lead Management, Finance or 3rd party integration, SharePoint integration |
|
| CRM Kickstart to manage the Lead and Opportunity processes, including our add-on for stakeholder management. Addition of integration with SharePoint for document folders. Inclusion of a customised product pricing add-on. | |||||
| 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. | |||||
| Medium Enterprise | Import, Transport or Distribution | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Stakeholder Management, Website integration, SharePoint integration, 3rd Party add-ons, Mail Chimp |
|
| CRM Kickstart to manage the Lead (through website integration) and Opportunity processes, with our Stakeholder Management and SharePoint integration add-ons. Included integration with Mail Chimp for marketing communications. | |||||
| Medium Enterprise | Manufacturing | CRM Setup | CRM Kickstart |
Sales Management, Order Management, Lead Management, 3rd Party add-ons, Mail Chimp, Customer Service, Website integration |
|
| CRM Kickstart to manage the Lead (through website integration), Opportunity and Order processes, along with Customer Service. Integration with Mail Chimp for marketing communications. | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | CRM Kickstart |
Sales Management, Stakeholder Management, Customer Service |
|
| CRM Kickstart to manage the Opportunity process, along with Customer Service and a mobile app for managing remote service requests. | |||||
| Medium Enterprise | Property & Construction | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Stakeholder Management, Website integration, SharePoint integration, 3rd Party add-ons, Click Dimensions, Property Management |
|
| CRM Kickstart to manage the Lead (through website integration) and Opportunity (purchase and lease) processes, with our Stakeholder Management and SharePoint integration add-ons. Included custom development for managing more complex property management relationships. Also includes integration with Click Dimensions for marketing communications. | |||||
| Medium Enterprise | Property & Construction | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Stakeholder Management, Property Management |
|
| CRM Kickstart to manage the Lead and Opportunity (lease) processes, including custom development for managing more complex property management relationships. | |||||
| Medium Enterprise | Manufacturing | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, Extend/enhance functionality, SharePoint integration |
|
| CRM Kickstart to manage the Lead and Opportunity processes for a business that has both a direct and indirect sales model. Includes our SharePoint integration add-on. | |||||
| Medium Enterprise | Manufacturing | CRM Setup | CRM Kickstart |
Lead Management, Sales Management, SharePoint integration, 3rd Party add-ons, Mail Chimp, Website integration, Localisation, Data Migration (extensive) |
|
| CRM Kickstart to manage the Lead (through website integration) and Opportunity processes, with data migration of historical deals. Addition of integration with SharePoint for document folders and Mail Chimp for marketing communications. Also included localisation for Chinese language. | |||||
| 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. | |||||
| 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 | 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. | |||||
| 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. | |||||
| 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. | |||||
| 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. | |||||
| 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. | |||||
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.
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.
Our Kickstart Success assistance package is essential to ensure that your CRM keeps up with your business needs. Your Kickstart Success subscription means we can continue to work with you to build and enhance your CRM over time. Choose how many hours you’ll need per month and well help you plan out how to keep your CRM journey on track.
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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