Blowing our own trumpet? Just slightly!

Forbeats are an SMB, with under 10 staff, and all of these staff are remote working. They had been using an entry-level CRM product, but were finding it lacking in the capabilities they needed, especially as now the company was expanding.  Forbeats opted for rapid deployment of Dynamics 365 Sales Professional*.

Their immediate pains were: 

  • That their current CRM didn’t integrate with Microsoft Outlook. 
  • They needed a platform that could scale up. 
  • They needed to achieve better communication between their remote working staff. 
  • Their current system didn’t give them the flexibility to manage their data correctly. 


Their solution means: 

  • Their Sales team can create a ‘Lead’ directly in D365 Sales Professional from an email and track conversations in a single system. 
  • They have a single new CRM platform in Microsoft Dynamics 365 Sales Professional, that provides all members of the team, wherever they are, with access to the right data.  
  • Dynamics 365 is flexible enough to adjust should their business need it to ensure they are futureproofed. 
  • They can scale both up and down to cope with the changing Covid restrictions. 
  • They have the use of Microsoft Teams and SharePoint, (with SharePoint enabling file sharing), as well as the Office 365 (now called Microsoft 365) suite of programs. 




Forbeats are an SMB, with under 10 staff, and all their staff are remote working. They had been using an entry-level CRM product but were finding it lacking in the capabilities they needed now that the company was expanding.

If you are experiencing similar issues with your existing platform, it’s worth looking at our case studies, as although they sit in sector categories, the problems most companies encounter are fairly universal.  



Whatever nuances that your business has, can be configured within Dynamics 365 to give you a tailor-made platform. Your data is accessible in near real-time, so your team can work as a team, even when working remotely. 

For more information about Sales Professional and a comparison with Sales Enterprise, click here…


*Rapid deployment will be dependent on the size of your company and the capabilities you need. Please refer to our other blog for further details. Read more…

Share Post

Technology can rule you or be your tool

Find out more about your digital CRM solution today.

Contact Us

We have been working with Clare Kay, CEO of Inturi, for many years. We find communication is easy with Clare as she can explain things that are highly technical in a clear and concise way.
Nikki Riddle - Marketing Manager
The Licences I have presently are at manageable costs and I know I can scale up over the years by buying more. The advice I have had from Inturi has been invaluable and I will consult further with them as my business scales.

The Dynamics 365 healthcare vertical and has everything we need, meaning that it can be configured to a bespoke structure for us. In addition, all system updates from Microsoft will automatically transfer to our cloud-based CRM
PronoKal UK - Doctor Philip Bazire
Receiving both positive and negative feedback from our customers has always been really important in helping us to minimise client churn and in providing us with testimonials and reviews.

The new system allows branches to receive all feedback from the surveys in real-time.
Paul Stairmand - Senior Marketing Manager
Toby, Clare and the team at Inturi constantly provide helpful solutions to how Businesses can operate more seamlessly and efficiently. Cant help but to be impressed.
Clover HR - Michael Doolin
Great, knowledgeable team that managed to deliver to our tight timeframe. Would recommend.
Cowry Solutions - Nigel Ridpath
Close contact with the development team, listening to their explanations, meant that I acquired a deeper understanding of the platform and was thus able to help my employees move seamlessly from the old to the new Dynamics 365 CRM. My team took to it immediately and the feedback from them was duly fed back to Inturi, who used it to further enhance the user experience.
PronoKal UK - Doctor Philip Bazire
Professionalism, Quality, Responsiveness, Value.
Vietec - Danielle Connelly
Excellent friendly service, created the best solution to meet our needs, highly recommended.
Clover - C L Howitt
We have been working with the team at Inturi for over 6 months and they have significantly opened our eyes to the possibilities available to us through their knowledge on digital transformation, CRM and Microsoft technologies.

They have guided, advised and managed our own APP development ideas, and are very much our preferred technology partner.
Benjamin Drew - Director of Innovation & Skills
The Inturi team assured me that their adaptation of the Dynamics 365 environment would always be under my control. I have the assurance of knowing that another Microsoft partner would be able to step in - I would like to add, that I have no reason to think that I would part with Inturi though.
PronoKal UK - Doctor Philip Bazire

Get my FREE Cloud Platform Guide

By downloading this free guide I agree to further relevant information from Inturi

Here is my calendar link