The brief was to keep the user interface as simple as possible but to allow for a more comprehensive sales process. In order to keep the interface as simple as possible, Rocket CRM configured a model driven app for SMT with only the components that were required. No code was used in the creation of the app or the CRM design, and as a result, the SMT app was fast and easy to work with for users.

Future phases include ClickDimensions (digital marketing) integration and a possible integration with SMT’s licensing server.

Why they selected Rocket CRM:

SMT were looking for a partner who could understand them and how they worked and they found Rocket CRM to be a perfect fit. Rocket CRM are specialists at implementing Dynamics 365 systems for companies in the SME sector. When implementing CRM it is important to understand the importance of keeping things simple and focusing on the right things to make a CRM project successful. 

Our client’s words:

“We required system configuration and training around capabilities that we needed to make the system more efficient for us. Rocket CRM listened attentively to our requirements and put together a few different scenarios of how to progress. Over the next few months Rocket CRM spent several days onsite getting to understand our business, giving one-to-one advice. All changes were implemented very successfully and training carried out. Rocket CRM will continue to support us as we, as a company, continue to evolve. We are happy to recommend them, we were extremely impressed.” 

Jaqueline Hopkins, Sales Coordinator, SMT