SMT contacted Rocket CRM with a request to help to streamline their sales processes with a view to making better use of Dynamics 365. Not only were they using an older version of Microsoft Dynamics 365, but they were unaware that they were due to switch over to the new unified interface. Rocket CRM worked alongside SMT to transition the move to the new Unified Interface whilst simultaniously upgrading their Dynamics 365 and relaunch CRM within the company.
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.
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.
“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
Disjointed and complex sales process.
Unaware of the benefits of moving over to the new Unified Interface.
Underutilisation of the existing legacy CRM due to poor user adoption.
Improved sales processes with targeted training.
Streamlined, easy-to-use and fast loading CRM.
Improved visibility and reporting.
Increased user adoption.
Rocket CRM were contacted by SMT to help streamline their sales processes and make better use of Dynamics. Not only did Rocket CRM help them with this request, they upgraded their CRM and moved them over to the new Unified Interface and helped relaunch CRM across the organisation.
Book a free 30 minute consultation
Be the first to find out about the latest Microsoft Dynamics and power apps news
Book a consultation