Beyond CRM 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 your CRM with other systems, or want us to develop bespoke enhancements to meet your evolving requirements, we have the experience and skills you need.
We’ll be pragmatic and upfront about what we can do to solve your problem – no matter how complex or unique.
Augment your in-house skills
Even if you have in-house skills to administer your CRM, we can work with your team to deliver bigger pieces of work.
Jobs like upgrades, trickier enhancements and integrations might not be manageable within your BAU resourcing or skillsets.
We can plan and manage your project, give advice, or just be part of the delivery team to carry out whatever changes you have on your plate.
Upgrade, integrate or migrate
Integrations with other systems can be complicated and are usually not something you can do in-house. Likewise, data migrations and upgrades have some common pitfalls only prevented by good planning and experience.
Maybe you’ve decided to move your CRM to the cloud and need some help to manage the transition? We can help with literally any of the CRM challenges you’re facing.
Change and evolve
The only constant in life is change. Your business is changing and growing, and so should your CRM. When you partner with us, we’re with you for the long term, supporting you to adapt and improve your CRM over time.
We’ll get to know your particular CRM, understand where you’re heading, and help you to get there.
We have monthly assistance packages to suit your budget, your level of self-sufficiency, and likely requirements. Or you can engage us on an ad-hoc basis whenever you need us.
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 | Specialist Support | Domestic Violence Services Solution |
Stakeholder Management, Statutory Reporting, Customer Service, Compliance Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | D365 CRM Online |
Property Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Mining or Engineering | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Large Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Sales Management, Stakeholder Management, Lead Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Aged or Health Care Services | Specialist Support | D365 CRM On-Premise |
Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Import, Transport or Distribution | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| 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 | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Customer Service, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Sales Management, Order Management, Lead Management, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Member Associations | Specialist Support | D365 CRM Online |
Membership Management, Finance or 3rd party integration, Portal, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | D365 CRM Online |
Sales Management, Stakeholder Management, Customer Service |
|
| 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 | |||||
| Medium Enterprise | Property & Construction | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Stakeholder Management, Website integration, Property Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | IT Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Property & Construction | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Stakeholder Management, Property Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Member Associations | Specialist Support | D365 CRM Online |
Membership Management, Portal, Customer Service, Finance or 3rd party integration |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Stakeholder Management, Customer Service, Statutory Reporting |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Manufacturing | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - Local | Specialist Support | D365 CRM Online |
Sales Management, Membership Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Property & Construction | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Aged or Health Care Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Adminstrative or Business Services | Specialist Support | D365 CRM On-Premise |
Lead Management, Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Aged or Health Care Services | Specialist Support | D365 CRM On-Premise |
Compliance Management, Statutory Reporting, Sales 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 Online |
Stakeholder Management, Compliance Management, Document Production, Click Dimensions |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Education, Training & Employment Services | Specialist Support | D365 CRM Online |
Lead Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Govt. Dept or Authority | Govt - Local | Specialist Support | D365 CRM Online |
Customer Service, Membership Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Stakeholder Management, Sales Management, Stakeholder Management, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Property & Construction | Specialist Support | D365 CRM Online |
Sales Management, Stakeholder Management, Portal |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM On-Premise |
Project Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Customer Service, Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Financial Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Document Production, Website integration |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Large Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM Online |
Customer Service, Sales Management, Stakeholder Management, Lead Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | Domestic Violence Services Solution |
Stakeholder Management, Customer Service, Statutory Reporting |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Aged or Health Care Services | Specialist Support | D365 CRM On-Premise |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Financial Services | Specialist Support | D365 CRM Online |
Membership Management, Sales Management, Stakeholder Management, Portal, Order Management, Click Dimensions |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Aged or Health Care Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Website integration |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM Online |
Click Dimensions, Document Production, Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Manufacturing | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Education, Training & Employment Services | Specialist Support | D365 CRM On-Premise |
Lead Management, Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Medium Enterprise | Food Production or Distribution | Specialist Support | D365 CRM Online |
Lead Management, Sales Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Arts, Entertainment & Hospitality | Specialist Support | D365 CRM Online |
Sales Management, Order Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Adminstrative or Business Services | Specialist Support | D365 CRM Online |
Compliance Management, Portal, Customer Service, Membership Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Not-for-Profit | Social & Community Services | Specialist Support | D365 CRM Online |
Customer Service, 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 Online |
Stakeholder Management, Compliance Management, Document Production, Click Dimensions |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | IT Services | Specialist Support | D365 CRM Online |
Lead Management, Sales Management, Website integration |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Adminstrative or Business Services | Specialist Support | D365 CRM Online |
Sales Management, Order Management, Customer Service |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
| Small Business | Consumer Services | Specialist Support | D365 CRM Online |
Stakeholder Management |
|
| Support contract to provide ongoing access to specialist CRM support, for assistance and small enhancements | |||||
Available
Add-ons
Access our help for additional customisations or other enhancements whenever you need. By purchasing blocks of our time as Prepaid Assistance Hours you can draw down on your ‘bank’ of hours for adhoc or planned work over time. Log requests and view your balance on our Customer Service Portal. When you’re running low on hours, we’ll let you know and you can top up your prepaid
A portal allows you to give external people access to their information in your CRM without granting access. It’s a web-based interface which allows them to interact with, so they can be self-sufficient and productive without compromising your CRM. It’s a really handy way to offer self-service to your clients.
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.
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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