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 | |
|---|---|---|---|---|---|
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Customer Service, 3rd Party add-ons, SMS Integration, Compliance Management, Stakeholder Management, Statutory Reporting |
|
| Domestic Violence Services solution for a womens shelter and referral service, providing case (file) management, including client risk and needs assessment, with reporting to their funding provider. | |||||
| 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. | |||||
| 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 womens shelter service | |||||
| 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. | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | Domestic Violence Services Solution |
Customer Service, Stakeholder Management, 3rd Party add-ons, SMS Integration, Statutory Reporting, Mail Chimp |
|
| Domestic Violence Services solution for case (file) management, including client risk and needs assessment, for a counselling and referral service | |||||
| 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. | |||||
| Not-for-Profit | Social & Community Services | CRM Setup | D365 CRM Online |
Property Management, Stakeholder Management, Extend/enhance functionality, Workflows & Business Process |
|
| A CRM solution for a Natural Resources Management (NRM) organisation, allowing them to capture relationships between all parties (such as Properties, owners and funding providers), understand and promote best practice in property and resource management, and to track the value derived from funding programs. | |||||
| 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. | |||||
| 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 and emergency relief service | |||||
| 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 | Member Associations | CRM Setup | D365 CRM Online |
Membership Management, Finance or 3rd party integration, Portal |
|
| CRM solution developed as a result of accepting our recommendations from a scoping exercise for a membership management CRM, to cover dues renewals, customer service processes, and to introduce a 2 part portal - a portal for member self service and renewals, and a public-facing portal to replace their existing website. | |||||
| Medium Enterprise | Education, Training & Employment Services | CRM Setup | D365 CRM Online |
Order Management, Marketing Automation, Sales Management, Lead Management, Finance or 3rd party integration, Website integration, Click Dimensions |
|
| CRM deployment as a result of our scoping recommendations. CRM solution included sales and order management processes, including integration with Xero and a payment gateway, to allow online purchases. Follow up and marketing communications were delivered through Click Dimensions. | |||||
| Medium Enterprise | Member Associations | CRM Setup | D365 CRM Online |
Membership Management, Portal, Customer Service, Finance or 3rd party integration, Data Migration (extensive) |
|
| Based on scoping study recommendations, implemented a Dynamics 365 Online solution to manage the entire member lifecycle, including all billings. Introduced a member portal to allow member self-renewals and access to policy articles. | |||||
| Govt. Dept or Authority | Govt - State | CRM Setup | Extensions & Integrations |
Other Marketing Solution |
|
| Assistance in assessment, preparation and installation of the Adobe marketing automation solution | |||||
| Govt. Dept or Authority | Govt - State | CRM Setup | D365 CRM Online |
Portal, 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. This portal provides the ability for participants to register and maintain their information, provide documentation, comply with T&Cs, manage bookings and itineraries, and provide feedback on experiences with operators. | |||||
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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