How we work

Helping businesses grow through the power of Microsoft Dynamics 365 and Power Apps

At Rocket CRM our mission is to help businesses grow through the power of Microsoft Dynamics 365 and Power Apps. With sophisticated technology and the complexity that often comes with CRM projects, it's understandable that this can seem like a daunting prospect to some businesses.

Working with small to medium-sized businesses and charities, we are familiar with the pains and the challenges when faced with implementing a new CRM system. We have designed everything we do around our clients and our whole mission is to make CRM as simple as possible for our clients and end-users.

From your very first point of contact, we aim to simplify and talk with clarity and as we progress through the project, you can be assured of having an expert consultant by your side.


What you can expect with Rocket CRM

If you're new to the world of CRM and data projects, or simply new with Rocket CRM, you can be assured of a quality experience and a team of experts that do things properly and efficiently.

Step 1
Fact find

When you make contact us and perhaps following an initial consultation, we'll take the time to get to know you and your business. Identifying your data and CRM needs.

Step 2
Solution workshop

Depending on the size of your business and your exact requirements, we may recommend a Solution Envisaging Workshop. The objective here is to dive deep for more detail so we can deliver a solution proposal that fits the needs of your business or charity perfectly.

Step 3

We approach the delivery of our CRM projects with the mindset of keeping things simple and adopting an agile approach to project management. We build out the functionality and then present this back to your project team for review. Adjusting until all parties are happy with the plan.

Once the system build is signed off, we then move onto migration and integration, and a again you can expect the same thorough approach of building, review, feedback, adjustments and then sign off.

Our approach to managed services

For projects where we begin with delivering our managed service to you once we have carried out the initial fact find, we move onto the discovery session where we take the time to get to grips with your system and your processes with key users.

After this stage , we can then formulate an action plan and recommendations to help you get the very most from your Dynamics 365 CRM systems