The integration with a travel booking system was also rebuilt in a robust fashion eliminating the ongoing issues that existed prior to the move to Dynamics 365. The travel booking system integration allowed statistical information to flow back into Dynamics 365 so that the full range of reporting capabilities could be utilised. Integration with the finance system was added as a second phase to enhance the end-to-end solution. 

Why they selected Rocket CRM:

When RBR Group decided to move their CRM into the cloud their main objective was to find a provider who would be a ‘true partner’ for the foreseeable future, a team who could recognise and help with their long-term goals for CRM across a diverse business. It was not simply a case of getting someone to just ‘deliver a project’.

RBR chose Rocket CRM because of their genuine interest in both understanding the client’s (quite disparate) companies and cultures forecoming with questioning their processes and offering suggestions for improving them through the use of newer functionality and 3rd party add-ons.

The client’s words:

Extremely efficient and painless project roll out from start to completion, Rocket CRM got to grips with our quite complex business model and processes quickly. The project was delivered in an agile manner, allowing the design and build to be tweaked to deliver a first class and productive model that can be scaled going forward as we move to future phases. It also helps that both Kyle & Iain are both very open and amicable; never ‘too busy’ when I have issues or just need to bounce ideas off when I have a problem.
I can’t recommend Rocket CRM highly enough if you are looking for a Dynamics 365 partner. As the Project Manager, I’m very happy with the outcome and my users are as well. 

Shaun Best, CRM Manager