Why a GOOD CRM partner is worth their weight in gold

Are you trying to decide between a custom-built or off-the-shelf CRM system for your business? If you go down the custom-built route, consider how a good CRM partner can help your business succeed, by implementing and managing your new CRM.  If you choose a custom-built CRM, you’ll be hiring a CRM partner to manage and take the lead on this major project. As they will be doing all the heavy lifting, project management and will also be responsible for post-implementation support, you should be confident that they have what it takes…

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Choosing the best CRM

Choosing the best CRM for your business

We’ve seen countless times how businesses can be transformed through the power of modern CRM technology, and we want those who are going for growth after such a challenging time, to know about it. So, if you’re embarking on a CRM project as part of a wider digital transformation, you’re definitely not alone, as businesses…

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How to manage a CRM project

How to manage a CRM project if you’re a small business or charity

How to manage a CRM project –  a charity’s experience As a Microsoft Dynamics 365 Partner, we work with many small businesses and charities, helping them implement, manage and improve their data management. Despite the differences amongst our customer base, many share similar challenges around CRM projects and data management. In this guest blog, we…

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ClickDimensions Platinum Partner

Microsoft Dynamics Partner, Rocket CRM, recognised as ClickDimensions Platinum Partner.

We are proud to announce that Rocket CRM has recently been awarded Platinum Partner status by ClickDimensions, our chosen Microsoft Dynamics marketing software provider. ClickDimensions are the leading marketing technology and services provider for Microsoft Dynamics 365, offering digital marketing applications designed to drive growth and engagement.   As a partner of five years, we have seen our client base steadily…

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Simple CRM solutions

Simple CRM solutions built with small businesses in mind

At Rocket CRM, we help small and medium sized businesses improve the way they store and manage data with Microsoft CRM solutions. As any small business owner knows too well, growth and success can sometimes mean a precarious scaling up processes. As expansion and scale up can soon mean existing processes and tools quickly become…

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Main Form Dialog Feature Banner

Dynamics 365 new feature: Main Form Dialog

In this post, we will take a sneak peek at the new Main Form Dialog feature that is sure to increase Microsoft Dynamics 365 user adoption. Microsoft Dynamics 365 Quick create forms allow the creation of new records for related tables. This option does (by definition) only ask for key column information to complete and…

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New York Yellow Cabs in the snow

ClickDimensions Online Survey Tool – new feature!

Everyone knows that here, at Rocket CRM, we are big fans of ClickDimensions and we couldn’t be more excited to test drive the new ClickDimensions online survey tool that forms part of the ClickDimensions digital marketing platform or Dynamics 365 and the power platform. The brand new survey tool is in beta right now, so…

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