Cloud and Mobility

Reaching out to your customers via the Web and proactive Marketing has never being so important - allowing your customers to connect with you whenever and wherever can give your business a huge competitive advantage, and can help to create additional sales and support that you might otherwise never have seen.

The Customer Centric Business

Many make the mistake of treating their CRM Solution as an internally facing system, capturing and storing Customer Data for internal use only.

However we think a CRM Solution should be about the Customer and our relationship with that Customer - and more often than not, that relationship extends across multiple channels including taking place Online.

This can take the format of a Portal that keeps the Customer informed at each step of the way whilst working with your company, or releasing Key CRM Data via Simple Apps to Mobile Devices to keep your Suppliers engaged and up to date.

This concept of expanding your internal processes to include your external Customers and Suppliers then frees up CRM to deliver a true Customer Centric experience that puts them at the heart of the process.

Portal - Connect Anywhere, Connect Often

The Internet provides an excellent channel for interacting with your Customers, Agents and Suppliers - allowing requests and activities to be raised and completed in real-time away from the clutter of emails, attachments and documents.

The flip-side is that Companies that do not provide this additional channel to communicate and interact with their Customers can fall behind their Competition for new Opportunities and Service Levels.

We believe CRM is the art of managing how you build relationships and communication with your Customers, and in today's world part of that relationship is online - so our CRM Solutions are built from the ground up to be integrated with Portals that allow you to engage and collaborate outside your organisation.

There are a number of technologies for connecting Dynamics CRM to Web-facing Portal Sites, and so at CRMCS we have built a Cloud Framework of Common Tools, Apps and Standards to help support businesses connecting Dynamics CRM to a front-end portal to build a 2-way real-time interaction with their Customers - or Suppliers, Partners, Consumers, or any other 3rd Party that is involved in delivering your business.

Our Cloud Framework then allows us to quickly build your Portal using common Web Components, so we can concentrate on the business benefits - driving quick agile development to tailor how you want your business to share information via the cloud.

 

Business to Business
Allow clients to log into a Portal Area to review Orders, Support Requests and other pieces of business between your two companies.
Business to Consumer
Interact directly with consumers to take new orders or log new prospects.
Business to Supplier
Organise your 3rd party suppliers to allow them to return Instructions, Documents and Forms through your portal.

Going Mobile

Embracing Mobile technology is not simply building sites that work on smaller screens and mobile devices, but instead thinking how your Team and Suppliers need to review data whilst on the move.

Condense
Appreciate that mobile data is a quick transaction for your users whilst they are on the move, so keep the data quick, simple and to the point.
Focus
Keep mobile focused on the key data that your mobile users need and ensure this is simple to access.

Our Cloud Framework allow Notifications to be configured in CRM that can then be quickly distributed by Email or Mobile App - this can then empower your teams to view the information they need at a glance, where ever they might be.

Disruptive Technology

New adopters embrace new ways of doing business and can benefit massively from this 'disruptive' approach to technology - we only have to look at Uber, iTunes and others to see how new ways of interacting with the customer online can change an entire market in a short period of time.

This level of disruption and change to traditional processes can be difficult as business moves increasingly online - but that is where we come in, we have a track record of taking established CRM Processes and building out to use Portals and Mobility to help you connect with your Customers, Suppliers and Clients Online.

This is aimed at allowing your business to connect better and more widely with your Customers and Suppliers to do business better by working with technology - rather than worrying that technology may disrupt your established business model.

From a pure tech point of view, Microsoft Azure, Amazon Web Services and Platform-as-a-Service are transforming the way we distribute services to our clients - and our Cloud Framework leverages this approach to act as the bridge to share and secure information between CRM and your wide audience.

What Next...

From our experience, we feel pretty confident that we know more about bridging Dynamics CRM to the Cloud then most, so if you are looking to expand your use of CRM into new areas for Mobility and the Cloud then please contact us to discuss your requirements further.

Most Recent CRM Consultancy Projects

  1. We have extensive experience of integrating Document Management between Dynamics and SharePoint – however we recently worked with a client that wanted to store Images in SharePoint alongside Documents, and so we looked at using Picture Libraries integrated into CRM. Our Document Management App typically allows us to create and access SharePoint Document Libraries from records within Dynamics. .... More

    SharePoint Image Galleries in CRM

    James Binnie | 06/06/2017 10:00:00

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  2. When we think of reports we can sometimes think of big static spreadsheets of month-end data, and whilst these have their place, this kind of reporting can leave companies exposed to regular fixed reports that prevent drill-down or deeper analysis of the data. Often we see the requirement to provide clients with a more deeper look that empowers decision.... More

    Dynamic Dashboards

    CRM Consultancy | 21/12/2016 13:00:00

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  3. Whilst we live in an increasingly connected world using Portals, Email and Social Media to connect with our customers, sometimes nothing betters a well printed and formatted Letter or Report – particularly for communicating Client Updates or Contractual Information. This can be a problem for Dynamics CRM as the in-application Mailmerge Tools can be limiting, particularly for.... More

    XperiDo for Dynamics CRM

    CRM Consultancy | 16/11/2016 13:15:00

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  4. If you have worked with Dynamics CRM over time, then you will remember just how big an improvement CRM 2011 was over CRM 4 – bringing Dashboards, a new (back then!) and improved Office 2010 Interface, Field Level Security and the concept of Solutions amongst others. (In fact, back in 2010, I wrote a series of excitable blog.... More

    Upgrading Dynamics CRM 2011 to CRM 2016 (v8)

    CRM Consultancy | 25/08/2016 10:00:00

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  5. At its heart Dynamics CRM is an endlessly customisable platform, and this freedom allows Partners such as ourselves to take the existing Service Module of CRM and build towards a true Asset Management System for tracking complex assets and managing Case Handler Diaries. Service Management within CRM allows for the creation of Process flows, Business Rules and.... More

    Asset Management CRM

    CRM Consultancy | 17/11/2015 16:52:12

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  6. The Service Module of Dynamics CRM provides a strong customisable platform for Case Management and Service Ticketing - particularly when combining the powerful functionality for Activity Tracking through CRM and Outlook. However adding a front-facing Customer Portal provides the ability for the Customer to review their Case, the history of activities, and interact with the Agent online..... More

    Ticket Tracking in CRM

    CRM Consultancy | 17/11/2015 00:08:05

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