14th August 2015

Dynamics CRM

Microsoft Dynamics® CRM & Office 365 Specialists

S3software has provided implementations for Microsoft Dynamics® Navision, Microsoft Dynamics® GP, Microsoft Dynamics® CRM, Microsoft® Office SharePoint® Server and Microsoft® Office 365  over 10 years with over 1,000 clients across the Europe. We have consultants across the U.K supporting our technology consulting practice so you can be confident that we assembled a team based on your industry and technical needs.

Why Choose S3Software for your Microsoft Dynamics® CRM or Office 365 Implementation?

Unparalleled Experience

Our team of Microsoft Certified Professionals maintains current Dynamics certifications and regularly participate in on-going training programs.

S3’s Technology and Management Consulting practice has achieved its place in the Microsoft Partner Network. This competency means S3 has consistently demonstrated the ability to meet Microsoft customers’ evolving needs in today’s dynamic business environment and has completed a set of rigorous tests to prove their level of technological expertise. Additionally, we are required to retain the high number of Microsoft Certified Professionals and submit customer references.

The S3 leadership team is a seasoned group with implementation experience in charity, financial, customer relationship management and enterprise resource planning solutions.

Industry-Specific Expertise

S3consultants have a high level of technology experience across a number of industries. This means we spend less time getting to know your industry and more time helping you find cost-effective ways to address your business technology needs.

We handpick each project team to ensure strong experience in your industry and the technical skills to meet your needs. Consultants have extensive experience in:

  • Health Care
  • Social Housing
  • Manufacturing
  • Not-for-Profit
  • Government Contracting
  • Professional Services (project-based organizations)
  • Wholesale Distribution
  • Payroll & HR
  • Construction

Efficient Implementation Methodologies

Our team of Microsoft Dynamics implementation specialists utilizes a unique implementation methodology which allows us the time to understand how the business operates and to provide a solution to best fit the needs of our clients.

The S3 implementation methodology used is the proven Microsoft Surestep® model during the whole project lifecycle. These phases are consistent across all our engagements though the specific tasks and deliverables are dependent on the business objectives, project constraints and engagement scope. Project management stretches over all phases of the engagement to keep the project on schedule and provide quality assurance on the product delivered to the client.

Implementation Phases:

  • Phase 1 — Initiate
    The Initiate phase is critical to the ultimate success of the project; during this time, we plan the implementation and ensure that all team members have a clear understanding of the project goals, expectations and timelines.
  • Phase 2 — Analyze and Design
    This phase quickly follows the Initiate phase, typically happening on the same day as the Project Kickoff Meeting. During this phase, the S3 project team develops detailed insight into your organization’s needs and how the new system will be configured to best support them.
  • Phase 3 — Build and Validate
    Using the design document as a blueprint, configuration of the new system begins. A working model of the production system is prepared, and the process flows, data conversions, reports and customizations are tested.
  • Phase 4 — Deploy
    Once agreement is reached that the system is ready for deployment, the configuration is migrated to the production environment, end-user training is conducted and final Go-Live preparations are completed.
  • Phase 5 — Operate
    Once the system is operational for 30 days, a project closing process is completed to confirm that the application was delivered as expected and the terms of the engagement were fulfilled.

Our clients, in their own words:

CASE STUDY: Craig Little (Centrica Outsource IT)

Impellam North America is a leading provider of human capital services. With over 7,000 employees, multiple touch points, manual processes and a growing business, Impellam needed a systems platform. They worked with McGladrey to implement Microsoft Dynamics® GP and CRM.

“We were on our third reseller at the time of choosing McGladrey. We vetted what worked and what definitely did not work. We were looking for someone who went above and beyond not just integrating the system but understanding truly what we do as a company, where we’re going and what our vision is. Instead of telling us what to do, they actually helped us and understood what we wanted and worked with us. It was a big difference from the prior two companies we had worked with.”
— Birmingham, United Kingdom

 

Microsoft Dynamics CRM:

Using Microsoft Dynamics CRM, we can help you manage key relationships for growth and profitability, while enabling you to streamline business processes and increase efficiency.

  • Centralize databases and connect departments to share information easily
  • Automate business processes including alerts, email messaging and customized workflows
  • Identify opportunities and forecast your sales pipeline
  • Analyze key performance indicators with dashboard reporting
  • Gain valuable insights that can help you plan for the future
  • Track and manage customer service issues
  • Leverage your existing Microsoft technologies – Outlook, Excel, Lync, Word and PowerBI

McGladrey CRM Offerings

  • CRM RapidStart – When you’re ready for a sales management system, S3’s CRM RapidStart can get your organization up and running quickly.
  • xRM Platform Development – S3’s business analysts and Microsoft developers can customize Dynamics CRM to meet very specific purposes. Our capabilities include .NET development, Web enablement, portal development, SharePoint integration and systems integration.
  • Dynamics CRM Online – We offer dedicated Dynamics CRM hosting through the Microsoft Cloud.
  • Dynamics CRM Training – McGladrey can provide customized training to meet your company’s particular needs.
  • Dynamics CRM Custom Apps – ********

We also offer:

  • Full-time Customer Resource Desk
  • Online solutions managed by Microsoft
  • Customized Microsoft Dynamics® CRM and Microsoft® Outlook training
  • CRM Platform Development
  • Microsoft Dynamics CRM online free 30-day trials

 

Extending your Microsoft Dynamics CRM Implementation with S3Software

xRM Platform Development

The “x” in xRM identifies any relationship you want managed, where “x” can represent customers in CRM, vendors in VRM, patient in PRM, funds in FRM, property in PRM and so on.

What relationship do you want managed? The following is a video from Microsoft illustrating the relationships where xRM can be used.

xRM extends the functionality and capabilities of your CRM system beyond sales and customer relationships and into other key areas of your business.

Rapid Development Platform

Designed using the .NET framework, Microsoft Dynamics CRM can be developed to manage any relationship you need. Instead of developing a custom application from scratch, you can leverage the Microsoft Dynamics CRM architecture and build off its functionality. 

Microsoft Dynamics® CRM Professional Services

S3 offers comprehensive services for Microsoft Dynamics® CRM. Our team of consultants can help you solve any problem you are having with your Microsoft Dynamics® CRM system. Examples of professional services include implementation and setup of your solution, SQL Reporting Services, migration services, upgrade services, integration of line of business applications, data recovery, system administration support, training and on-site technical support.

Upgrades

The necessary technical skills, expertise for complex upgrades.

System upgrades provide you with access to the latest software features – improvements that could make your decision-making easier, business processes flow more smoothly and provide more tools to grow your business.

Moving your business forward can be easier if you’re staying current and taking advantage of your software’s newest versions. The “hang-up” generally involves customization – the number and complexity of custom reports or unique business processes that could complicate the upgrade process.

To avoid the possibility a “glitch” will occur, our consultants spend the time to understand you and your business. And our keen business sense and proven methodology helps mitigate the risks of even the most complex situations. Our six-step process begins with planning and ends with user training on the new features and functions of your software so your staff can take advantage of improvements from day one.

Don’t let a complex upgrade scare you. We have a large staff of technical professionals available to you locally and nationally.

We’ve got you covered. 

 

Extend your Microsoft Dynamics CRM Implementation with our Add-Ons

S3 already offers several Add-Ons to extend your Microsoft Dynamics solutions:

Funding Manager for Microsoft Dynamics CRM
Our Funding Manager program accelerates the funding application process for your charity, including:

  • Gaining control: Increase financial transparency with integrated systems, shared data and drill-down capabilities that give you visibility into your transactions and audit trails.
  • Automating key business processes: Improve efficiencies, data accuracy and staff productivity by leveraging out-of-the-box functionality, including internal controls and flexible reporting tools.
  • Increasing visibility: Go beyond basic reporting with powerful self-service analysis and business intelligence tools that help your people work more proactively, allowing you to have the most pertinent information to support business investments and decisions.

SaletoSignoff for Microsoft Dynamics CRM
Our SalestoSignoff Add-On gives you the full sales lifecycle from initial lead to service activity sign off, including:

  • Gaining control: Increase financial transparency with integrated systems, shared data and drill-down capabilities that give you visibility into your transactions and audit trails.
  • Automating key business processes: Improve efficiencies, data accuracy and staff productivity by leveraging out-of-the-box functionality, including internal controls and flexible reporting tools.
  • Increasing visibility: Go beyond basic reporting with powerful self-service analysis and business intelligence tools that help your people work more proactively, allowing you to have the most pertinent information to support business investments and decisions.

HR for Microsoft Dynamics CRM
Our SmartStart program accelerates the benefits that your ERP system can provide, including:

  • Gaining control: Increase financial transparency with integrated systems, shared data and drill-down capabilities that give you visibility into your transactions and audit trails.
  • Automating key business processes: Improve efficiencies, data accuracy and staff productivity by leveraging out-of-the-box functionality, including internal controls and flexible reporting tools.
  • Increasing visibility: Go beyond basic reporting with powerful self-service analysis and business intelligence tools that help your people work more proactively, allowing you to have the most pertinent information to support business investments and decisions.

Timesheet Integration for Microsoft Dynamics CRM
Our Timesheet Integration focus’s on connecting the Service Activity Calendar with Timesheets and expenses, including:

  • Gaining control: Increase financial transparency with integrated systems, shared data and drill-down capabilities that give you visibility into your transactions and audit trails.
  • Automating key business processes: Improve efficiencies, data accuracy and staff productivity by leveraging out-of-the-box functionality, including internal controls and flexible reporting tools.
  • Increasing visibility: Go beyond basic reporting with powerful self-service analysis and business intelligence tools that help your people work more proactively, allowing you to have the most pertinent information to support business investments and decisions.

Membership Manager for Microsoft Dynamics CRM
Our Football/sports/charity membership management on connecting the Service Activity Calendar with Timesheets and expenses, including:

  • Gaining control: Increase financial transparency with integrated systems, shared data and drill-down capabilities that give you visibility into your transactions and audit trails.
  • Automating key business processes: Improve efficiencies, data accuracy and staff productivity by leveraging out-of-the-box functionality, including internal controls and flexible reporting tools.
  • Increasing visibility: Go beyond basic reporting with powerful self-service analysis and business intelligence tools that help your people work more proactively, allowing you to have the most pertinent information to support business investments and decisions.

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