Bespoke CRM

Custom-built and tailored to suit your specific business needs

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What is Bespoke CRM?

The majority of off-the-shelf CRM solutions are not tailored to your specific business needs. Therefore it can feel like there is a lot of functionality within these systems that does not apply to you, but you are still paying for, through a typical licensing agreement. Along with this, these solutions are often rigid and inflexible and cannot be tailored to fit around your requirements. Having a bespoke system means that all of the functionality can be personalised to mirror your current processes and deliver a solution that truly works for your business.

Dynamics 365 comes with all of the standard features you would expect to find within a CRM solution – leads, opportunities, quotes, orders, products, etc. However, sometimes you need more, and that’s where we can support. With approximately 60% of the solution pre-built, we will understand your requirements and current processes to customise, design and develop the remaining 40% to suit your individiual business.

Here at PragmatiQ Solutions, we want to design a system that is fit for purpose and tailored to your needs. By leveraging the latest Microsoft technology, Dynamics 365, and with our commercial experience & technical expertise, we’ll work with you to develop a bespoke CRM solution that works for your business.

A bespoke CRM means that the solution is custom-built and tailored to suit your specific business needs, where off-the-shelf solutions aren’t suitable.

Examples of Bespoke CRM…

To help you get a clearer understanding of what a bespoke CRM looks like, these are just a few examples of where we have implemented a tailored solution for our clients and designed functionality outside of the standard features. There are many more examples of bespoke systems we have built for numerous industries, so if you would like to know more please get in touch.

Training Management

  • Training course and booking management
  • Certifications and post-course documentation
  • Training course revenue and financials

Hospitality

  • Venue and event bookings
  • Partner and sponsorship management
  • Commission structures and calculations

Membership Management

  • Membership management and benefits
  • Membership transactions and renewals
  • Customer service and complaint management

Asset Finance

  • Finance requirements
  • Proposal management and underwriting
  • Deal acceptance

Charities

  • Contract management
  • Tender and referral management
  • Volunteers and donation management

Distribution

  • Incoming load management
  • Planning and deliveries
  • FMCG stock management

Does my business need a bespoke CRM?

We have identified three categories our clients typically fall into…

Currently storing data in Excel spreadsheets or disparate systems

Using a CRM and are looking for a more bespoke solution

You are currently using Micorosft Dynamics 365 and need support

If you fall into one of these categories, we are here to assist. If you are unsure as to what your business needs, but have challenges and believe you could be working in a more efficient way, then please take a look at our consultancy or contact us.

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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