RBR Group contacted Rocket CRM with a request to help migrate them to Dynamics 365 in the Microsoft cloud as they were partner hosted and restricted to an older version of Dynamics CRM. RBR Group also wanted to re-engineer their existing integration with the travel booking system as there were ongoing issues. Rocket CRM worked with RBR Group helping to standardise their processes within Dynamics 365 and identify the key data required for the migration.
The integration with 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.
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.
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
Legagy CRM was third-party hosted and restricted to an older version of Dynamics 365.
Lack of integration with existing finance system causing impactful data silos.
Disparate company cultures across the group resulted in inefficient processes and disparate systems.
Migration to Dynamics 365 in the Microsoft Cloud.
Integration between Dynamics 365 and finance system.
Simplification of processes following a no/low code approach.
Improved Dynamics 365 and travel booking system integration.
Increased user adoption with improved UI and mobile apps.
RBR Group contacted Rocket CRM with a request to help migrate them to Dynamics 365 in the Microsoft cloud as they were partner-hosted and restricted to an older version of Dynamics CRM. The outcome was a custom-built cloud CRM that offered the intergration simplification the client needed. Post-launch, Rocket CRM have continued to support RBR Group with their managed service offering.
Book a free 30 minute consultation
Be the first to find out about the latest Microsoft Dynamics and power apps news
Book a consultation