case study



"We were delighted with the service received from Rocket CRM. They were incredibly engaging, taking time to fully understand our requirement before managing the implementation to perfection. Their organisation was also very impressive, providing budget and timeline costs right from the outset which they fully delivered on. Thanks to both Kyle and Iain for a successful project."

Stewart Curtis

Marketing Manager

Improved pipeline reporting for the dispersed sales team
Increased user community satisfaction
Instant database segmentation through interactive dashboards
Delivered on time and on budget

About Optimum

Optimum was started in London in January 1998. The company spent its early years in Clerkenwell, London, before residing in Farringdon, London, for 10 years. In July 2014 they then moved to London Bridge.
Initially, Optimum started as a training company offering Microsoft Office courses, primarily within the City of London’s financial sector. Since then, the training market has changed significantly as has the client base and the services the business offers.
Optimum are now a system-agnostic end-user training company, working on a global scale. These systems include ERP, CRM, ecommerce/CMS, HR, payroll, wealth, investment and asset management. Their specialism is in providing bespoke IT training programmes, reflecting the user’s perspective, incorporating all business process information and built utilising their client’s customised system build. They are committed to making key strategic partnerships with software vendors, implementation partners and other operators in the marketplace.
Stewart Curtis is the marketing manager for Optimum and among his many responsibilities he oversees the constant improvement of customer experiences and marketing systems within Optimum.

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Project summary

Optimum was looking for help to move from an outdated, third party hosted version of Dynamics CRM 2011 to Dynamics 365 online. At the same time, they wanted to streamline the sales process steps within CRM but create better insights into their pipeline and data. As their data was stored in a third-party hosted server there also had to be a data migration to Dynamics 365 as part of the project. During the course of a couple of initial phone calls, Rocket CRM was able to estimate the project costs and supply Optimum with a proposed plan to get them where they needed to be.
The plan involved moving Optimum onto the latest unified interface of Dynamics 365 and utilising some of the new functionality around process modelling and interactive dashboards. Once the new interface had been designed, the data from the old system was imported into the newly signed off system as a trial migration. This meant that any migration issues could be ironed out before the live migration.
Rocket CRM was also engaged to carry out user training on the new Dynamics 365 system with the sales team. Some of this training was carried out remotely and some needed to be at the Optimum office in London.
Optimum was delighted with the approach that Rocket CRM took on the project, offering onsite meetings and training as well as remote work and conference calls when an onsite presence wasn’t required. All deadlines were met and the project went live, without any hiccups, as per the schedule.

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Why Rocket CRM?

Optimum had initially approached another Dynamics partner but was put off by the partners’ lack of flexibility around the approach to projects. Rocket CRM specialise in delivering Microsoft Dynamics 365 implementations to organisations in the SME sector and were able to provide the right blend of services to fit the timeframes and budget that Optimum were looking for.

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