We are really proud to be launching our case study pages this week. They have been a long time coming, and some of the projects were completed a while ago. We hope they’ll give you an insight into how we work with our customers – building future proof solutions.
Case study page launch
Our portfolio of case studies will grow, so you will see how Microsoft Dynamics 365 is utilized for each business sector.
It is limiting to think of Dynamics 365 as just a CRM platform, as it’s capable to be used wholly or partially to digitally transform your operations and processes with automation. The case studies will highlight the flexibility that can be achieved, after all, every business is looking to have that ‘point of difference’ to appeal to their customer base, so why would you choose an out-of-the-box solution when you can choose one that adapts?
A few highlights from the case studies…
Pronokal were particularly impressed that:
- There were no development costs, results were achieved by configuration.
- Their platform is scalable and agile as it uses SaaS technology, so they can adapt as they grow, and add or change processes as necessary.
- They achieved real-time team communication and file sharing.
Minster Cleaning were looking for:
- Fast deployment and ease of adoption, as they wanted their franchises to buy-in as part of their group marketing plan.
- Reduced reliance on spreadsheets which they achieved through automation.
- A platform that met compliance and GDPR regulations.
Minster Cleaning is a successful franchise organisation and has a network of 40+ branches across the UK who provide office and commercial cleaning services to many different sectors. Minster Cleaning’s Network Support Centre provides a number of key services to their franchise branches including IT, Marketing, Operational and Accounting support.
Minster Cleaning was looking for a solution that gave them more functionality, reduced the amount of time spent manipulating data, and was not more expensive than their current solution ( as well as meeting their data policy and regulatory needs ).
Paul Stairmand, Senior Marketing Manager says, “Receiving both negative and positive feedback from our customers has always been really important in helping us to minimize 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. We also now have an accessible and efficient CRM (D365) for both our Network Support Centre and branches to easily access the data.”
PronoKal is a multi-national company specialising in medical weight-loss treatments based on comprehensive, evidence-based programmes, with multidisciplinary support from professionals including doctors, nutritionists, and personal trainers.
Although PronoKal has a well-established and custom-built patient management solution (PMS) within their European offices, the UK team needed to develop a more flexible stand-alone system which could replicate a significant amount of the European system functionality, but which would allow them to develop alternative management pathways as needed. They also required rapid deployment and sensible project and running costs.
Philip says, “The CRM employed by the Spanish head office, was created by a developer in 2014 for PronoKal. Had this route been chosen, the result would have been suboptimal and the expense probably significantly greater than installing a configured solution using Dynamics 365. With the old system, I would just have been digging myself into an ever-deeper and more expensive hole.
Dynamics 365 was created by Microsoft for the 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.”
The new system allows branches to receive all feedback from the surveys in real-time.
Ben says, "Our walk-through by Lauryn gave us the confidence to immediately get started using the system and she has given us a follow-up call recently to check everything is going okay. We also know we can be in touch if we need anything."
They have guided, advised and managed our own APP development ideas, and are very much our preferred technology partner.
Also, our Opportunity aspect is upgrading what we can do with opportunities. We can see the client details and communication in chronological order, shown with their potential revenue, on one dashboard.