OUR SERVICES
It’s not just knowledge, it’s how we use it.
Microsoft Dynamics 365 Specialists
How We Work
As a Microsoft strategic partner, we pride ourselves on our agile processes and understanding our clients’ needs and challenges.
We’ve evolved Microsoft Sure Step methodology and learned from other methodologies, which has allowed us to create our own bespoke process, TrueFit. This process allows for our clients to get a real hands on idea prior to implementation of how their solution will translate. It really gives our clients confidence and ensures less downtime further down the line.
Implementing Dynamics 365
A new system is only ever as effective as its implementation. It should be scoped and managed well to see a return.
Our staged department-by-department TrueFIT approach keeps business objectives centre stage for fit-for-purpose workflows, reporting, collaboration and user adoption. as well as looking at the customisations that will really give your business the platform to grow to the next level.
CRM Migration
Data handling is crucial for a successful CRM system migration. To customise the new system for legacy data and critical functionality, we analyse every element at a business and user level before testing each, including extraction, preparation, merging duplicates and creating rules.
The time taken planning makes for a quicker final data migration with minimum downtime. All data migrations will result in a small number of clean up requirements so we include time for this in every cost too. We can migrate your data to Dynamics 365 from a range of legacy sources such as Excel, CSV and Goldmine CRM as well as from more modern sources such as Oracle Siebel CRM, Sage CRM, SAP CRM, Sugar CRM and Salesforce.
Sector Experience
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