It’s time to stop relying on spreadsheets and miracles
CRM Kickstart powered by Dynamics 365 is a fit-for-purpose way to manage your customers and prospects with oversight over your sales pipeline. Learn more about our approach below and book a free consultation discuss whether this approach suits you.
Who we've helped
Move on from spreadsheets
Using spreadsheets 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 Kickstart, powered by Dynamics 365, allows you to manage your business processes, ensuring the right information is captured at the right time, with full reporting oversight.
Gain consistency in your sales process
When left to their own devices, your teams will find their own way of managing their sales pipeline which leaves you with important business information trapped in inboxes and personal spreadsheets. The worst part is the lack of oversight of what’s in your sales pipeline! CRM Kickstart will get everyone working the same way, with all of your customer and sales data in one place. You’ll no longer be flying blind and no longer dreading the mess when one of your key staff moves on.
Get started fast … take more steps later
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!
Use our experience to bridge the gap
When you’re starting out with your first CRM, you often can’t say exactly what you need – just that you need to do better. We know Microsoft Dynamics 365 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.
Customisations for the way YOU work
CRM Kickstart is our own baseline configuration of Microsoft Dynamics 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.
Integration with your daily toolsets
Dynamics 365 seamlessly integrates with other Microsoft tools your team use everyday such as Outlook, SharePoint, Word and Excel. Your team don’t even need to login to CRM to work with your customer records – you can do it from Outlook. They will love the ease with which they can track their client interactions – emails, appointments and tasks – right there in Outlook and find them against the customer record when they need them.About Beyond CRM
At Beyond CRM, we are a team of Australian based CRM experts who specialise in Microsoft Dynamics Customer Engagement (CRM) for small to medium businesses.
We get satisfaction from helping people and making a difference within our clients’ businesses. Our solution aims to empower your people with simple efficiencies that drive major improvements in the way you operate.
We’re located in Brisbane, but deliver our CRM Kickstart solution to clients all over Australia.
Visit our main website at: beyondcrm.com.au or call us at 1300 014 319