Custom development for Microsoft Dynamics 365 will streamline processes, reduce admin and simplify workloads across marketing, sales and customer services.
Microsoft Dynamics 365 can help your business save time, save money and improve both customer and employee experiences.
We know that implementing any CRM can be a daunting process, but the end result will always be designed to make your day-to-day business easier. QGate is a dedicated Microsoft Dynamics CRM development consultancy that will accelerate your automation and simplify installation.
The QGate CRM Roadmap is our project framework to guide you and your business successfully through your CRM project. This framework is proven to deliver better results, faster, and with less effort.
QGate is experienced at CRM custom development for Microsoft Dynamics 365, across all organisation types and industries. We have the knowledge and expertise to help your team avoid the pitfalls and deliver a CRM that exceeds expectations. We enable you to transform your business to create happier teams and happier clients.
Download the QGate CRM Roadmap Guide to find out more:
The QGate CRM Roadmap is our framework to guide you and your business successfully through your Microsoft CRM implementation. This framework is proven to deliver better results, faster, and with less effort.
The QGate CRM Roadmap consists of 5 stages:
Discover – Business Preparation & Strategy Definition
Before installation or implementation of anything, we focus on understanding your business needs and developing a strategy before custom developing microsoft dynamics 365 CRM. We will look at your current technology infrastructure, data sources and which business functions will use the CRM, too.
Evaluate – Process Map & Scope, Prioritisation & Roadmap
QGate will uncover processes to be managed by the CRM and discuss roles and permissions to establish measures of success. The outcome will be a Delivery Statement of Work that details your requirements list, the commercial agreement and a quotation of cost and time needed. We’ll put this in place to have a common goal ensure you’re getting what you need out of a new or upgraded CRM.
We can now begin your Microsoft Dynamics 365 CRM custom development. Using agile software development methodology, we break the project into weekly ‘sprint’ cycles. This means we can show you early and regular progress updates on the CRM. At this stage, we will accommodate feedback, too. Your CRM platform will be complete at Sprint 999. This is go live.
At QGate, we want to ensure that the implementation of your Microsoft Dynamics CRM is successful. We want to see this solution become part of your organisation’s community and processes. After go live, we will still be with you and your team, managing deployment, providing CRM training and handling feedback. Our aim is for each business to experience every benefit of a bespoke CRM.
Grow – Support, Optimise and Grow
Even after the initial go-live and implementation phase, QGate will continue to provide support and provide our partners with access to our expert services. Once the initial CRM is embedded in a business, we typically find that requests for additional integrations, functionality and automations follow. The best performing and most successful CRMs will consistently evolve over time. Our CRM Follow-On and Development packages are treated as individual projects and give the same care and attention you received during the initial 365 implementation and development.
A no obligation call to discuss your business needs and project requirements. During the call, our consultant will explain how we can help you to achieve your goals and answer any questions you may have.