FREE GUIDE

Discover 22 steps to delivering a killer Dynamics 365 training session

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Why Dynamics 365?

Dynamics 365 is a CRM (Customer Relationship Management) solution. CRM is about recording and reporting on customer  relationships and interactions in order to further your organisational goals. CRM helps organisations to create efficient processes around sales, marketing and customer service. 
Microsoft have been involved in the world of CRM since early 2003 and have been evolving their offering (Dynamics 365) ever since. Dynamics 365 is now one of the slickest and easiest to use CRM products on the market. Due to the fact that it integrates seamlessly with Office 365 and other Microsoft products, it will continue to grow in popularity for the foreseeable future.

Implementing Dynamics 365 is a job that you want to get right!

Getting it wrong, can feel like a costly mistake. Rocket CRM have one of the UK's most experienced CRM implementation teams and have been part of the CRM world even longer than Microsoft.
There is a lot to consider when implementing Dynamics 365 and our experience can help guide you to the make the right choices.

  • Should we go Online or On-premise?
  • What licenses do we need?
  • Do we have defined  processes for
  • Do we need to migrate data from an old system?
  • Do we need our new CRM to integrate with any other systems?
  • What about training?
  • How can we be sure users will use the system?
  • What are the risks?
  • How much will it cost in the long run?
  • Who can help us?
  • How does it all tie in with GDPR?

These are all valid questions as you consider implementing Dynamics 365.
You might also be wondering whether to do everything at once or to start with something simple. Rocket CRM can advise on whether a traditional "waterfall" project approach or an "Agile" methodology would work best for your project.

Offer: 30 Mins free Advisory

Our familiarity with CRM projects means that we can advise you from an early stage. In fact, the earlier you get an expert involved the more money you will save in the long run because you will be able to make decisions swiftly and confidently based on industry expertise. We would generally advise that you don’t try to implement CRM without the help of a partner organisation.

Whatever you decide please feel free to take advantage of our free 30-minute advisory with a certified Dynamics 365 consultant. We won’t try to sign you up to anything or push you down a certain route this is a genuine offer of free advice with someone has has managed hundreds of CRM implementations.

Is there a catch?

No...we do this in the hope that one day when you are looking for paid help that you will remember us. Just fill in the form and let us know you would like to book your 30 minute consultancy offer.