Dynamics CRM Services

Dynamics CRM provides a rich mix of capabilities, including sales automation, services and marketing, supporting by powerful workflow, integration and customisation capabilities. It can be hard to know whether a Dynamics CRM-based solution would be good for your particular requirements, and how much such a solution might realistically cost to implement. We can help by structuring a review of your needs, using our experience to understand how CRM can serve your organisation. We can provide an independent, objective assessment of whether or not Dynamics CRM is a good fit, what customisation, integration and extension might be required, and likely project costs.

Installing and operating a Dynamics CRM environment can be complex. While Microsoft provides some good guidance, applying that guidance to your organisation's situation in terms of size, usage patterns, business needs and required service levels can present challenges. Our consultants have experience in deploying CRM for organisations of all sizes, from SMEs to large PLCs and financial institutions. We can draw on this experience to ensure that your Dynamics CRM implementation is successful, operates smoothly and can grow to meet your needs.

Dynamics CRM has rich customisation and integration capabilities, making it well-suited to the needs of many organisations. However, without proper consideration of your organisation's needs and business processes, CRM can be irrelevant or worse. Unless your CRM implementation properly models your organsation's knowledge and business processes, it is unlikely to serve your requirements well - and may actually impair the productivity of your staff. Propertly implemented, CRM will make people's lives easier - whereas a standard "out of the box" implementation may be an impediment. With many successful implementations under our belts, we can provide assistance with requirements analysis, technical design as well as implementation guidance. Even if your IT department has the bandwidth to implement CRM, a small amount of guidance from an experienced Ballaird consultant could mean the difference between a succesful project and a failure.

Dynamics CRM provides richly for customisation of data, business processes and reporting, as well as integration with other line-of-business systems and standard Office applications. In many cases, a small amount of custom development can add significant polish to a CRM implementation, significantly reducing the effort required by users. However, in the modern IT environment it is relatively uncommon for an organisation to maintain the specialist skills required to perform custom CRM development. Ballaird can complete your IT function by offering a full range of CRM-oriented custom development services, including:

• Customisation of entities, attributes, relationships, forms and views
• Advanced JavaScript customisation of the user interface
• Custom callouts and workflow components for advanced business processes
• Bespoke reporting and business intelligence
• Seamless embedding of new custom capabilities
• Seamless integration with existing line-of-business systems
• Data migration

If you are considering an offshore approach to large custom development projects, Ballaird can provide a vital design consultancy and project management role, helping to understand the detailed requirements, and providing technical specifications to your offshore partners, as well as understanding and managing risks and technical issues arising from the project. We can also manage the communications between your business and an offshore implementation team; frequently, offshore projects fail or are seriously affected by misunderstandings between a business and a remote technical team - Ballaird can fill that gap effectively, drawing on our experience in working with both businesses and technology to keep things running smoothly.

In order to gain the maximum return on investment, most organisations provide some training to CRM users. This training may range from basic usage to advanced topics - some users are less confident with technology, while others will be called on to manage more advanced functions. In addition, technical staff will often need to have specific skills development before they are able to operate and support a Dynamics CRM-based system. We provide a complete range of training, from "packaged" user and administrator training courses, to tailored "power user" courses or developer courses which cover your particular customised CRM implementation, rather than just the "out-of-the-box" offering. For more information please refer to our CRM Training page.

You may have implemented CRM, but might be unsure as to whether your implementation gives you as much benefit as you could be getting. Or, you may be in the process of a CRM project and simply want an independent assessment of progress, design suitability, maintainability, security or any other aspect of your implementation. We can draw on experience of many successful Dynamics CRM implementations to provide a thorough and independent assessment of your project. Where appropriate, we can provide detailed guidance for remedial action or "next steps", and if necessary can assist your IT team or implementation partner in making any necessary improvements. Our consultants have performed this function for large corporates and blue-chip financial institutions, and bring integrity and authority to the review process.