Microsoft Solutions Partner
Salesforce Implementation Partner
CRM Consulting Services
Implementing Dynamics 365 and Salesforce for enterprise organisations across the US, UK, and Australia for 15+ years.
15+ Years
100+ Organisations
50+ Specialists
Microsoft + Salesforce Partner Dynamics 365 + Salesforce
Built across the major agent ecosystems
Copilot Studio
Azure AI Foundry
AWS Bedrock
Google Vertex AI
OpenAI
LangChain / LangGraph
CRM Challenges That Hold Sales and Service Teams Back
01
No CRM — sales pipeline in spreadsheets and email?
02
CRM doesn’t integrate with email, calendar, or ERP?
03
Not sure whether to choose Dynamics 365 or Salesforce?
Legacy CRM (ACT!, GoldMine, SugarCRM) needs replacing?
What We Do
A CRM That Fits Your Business—and Gets Used
01
Right platform, honest choice
Choose Dynamics 365 or Salesforce based on your technology stack, team, requirements, and budget—not platform preference.
02
Configured for how you sell
We configure CRM for YOUR sales process: stages, fields, automation, and reporting — not a generic out-of-the-box setup.
03
Integrated with email, calendar, ERP
We integrate CRM with M365 (Outlook, Teams, SharePoint), Google, and ERP (D365 Finance, SAP, NetSuite) — so CRM is where work happens.
AI-powered CRM
We deploy Copilot for D365 (email drafting, meeting summaries, lead scoring) and Einstein for Salesforce — AI that makes sellers faster.
05
Data migrated and cleaned
We migrate data from legacy CRM, spreadsheets, or other systems — deduplicated, validated, and structured properly.
06
Adoption that sticks
We train users, configure the UX for simplicity, and provide adoption support — because CRM only works if people use it.
Our Services & Capabilities
CRM Platforms We Implement
Microsoft Dynamics 365
Microsoft’s enterprise CRM and business application platform. Best for organisations on the Microsoft stack (M365, Azure, SharePoint) who want CRM that integrates natively with Outlook, Teams, and Power Platform.
Salesforce
The world’s largest CRM platform. Best for organisations with an existing Salesforce investment, or those who prioritise CRM-first architecture with the broadest ecosystem of apps and integrations.
Dynamics 365 vs Salesforce — Honest Comparison
| Criteria | Dynamics 365 | Salesforce |
|---|---|---|
| Best for | Microsoft-stack organisations | CRM-first organisations |
| M365 integration | Native (Outlook, Teams, SharePoint) | Connector-based |
| ERP integration | Native (D365 Finance/SCM) | Middleware required |
| AI / Copilot | Copilot for Sales, Service, Insights | Einstein AI, Einstein GPT |
| Low-code extensibility | Power Platform (Power Apps, Automate) | Salesforce Platform (Flow, Lightning) |
| Ecosystem / AppExchange | Growing (Dataverse ecosystem) | Largest (AppExchange) |
| Pricing model | Per-user, modular | Per-user, per-cloud |
| Customisation depth | Deep (Power Platform + Azure) | Deep (Apex, Lightning) |
| Market share | Growing, enterprise | Largest global CRM |
| Best fit | M365 + Azure organisations | Sales-led organisations, any stack |
Not sure? A consultation assesses your stack, team, and requirements — and recommends honestly.
CRM Services We Deliver
01
CRM Strategy & Platform Selection
We assess your sales/service process, technology stack, and requirements — and recommend D365, Salesforce, or (honestly) another option if neither fits.
- Requirements analysis
- Platform recommendation
- Honest guidance
02
CRM Implementation
We implement CRM end-to-end: configuration, customisation, data migration, integration, training, and go-live — on D365 or Salesforce.
- Configuration
- Customisation
- Data migration
- Training
- Go-live
03
CRM Customisation & Enhancement
We customise existing CRM deployments: new entities, workflows, automations, dashboards, and integrations.
- Custom entities
- Workflows
- Automations
- Dashboards
04
CRM Integration
We integrate CRM with M365, ERP (D365 Finance, SAP, NetSuite), marketing automation, e-commerce, and custom applications.
- M365
- ERP
- Marketing
- E-commerce
- Custom APIs
CRM Data Migration & Cleanup
We migrate data from legacy CRM, spreadsheets, or other systems — deduplicated, validated, and mapped to the new CRM’s data model.
- Data migration
- Deduplication
- Field mapping
- Validation
06
AI-Powered CRM
We deploy Copilot for D365 or Einstein for Salesforce — AI email drafting, meeting summaries, lead scoring, and opportunity insights.
- Copilot
- Einstein
- AI lead scoring
- AI summaries
- Predictive
07
CRM Training, Adoption & Managed Services
We train users, provide adoption support, and offer ongoing CRM managed services — so your CRM stays clean, current, and used.
- User training
- Adoption
- Managed CRM
- Ongoing support
Our CRM Methodology
Free consultation & assessment
We discuss your sales/service process, assess your technology landscape, and recommend the right CRM platform. No cost, no obligation.
CRM design & configuration
We design the CRM for your process: entities, fields, stages, workflows, and automation — then configure the platform.
Data migration & integration
We migrate data from legacy systems and integrate with M365, ERP, marketing, and other business systems.
AI enablement
Training & adoption
We train users with role-based, hands-on sessions and provide adoption support to drive real usage.
Go-live & managed CRM
We launch, monitor, and provide ongoing CRM support — configuration changes, data hygiene, and new user training.
It starts with a free CRM consultation. No obligation.
What AI App Do You Need?
| Your need | What we build | AI pattern |
|---|---|---|
| “Employees can’t find answers in our docs” | Knowledge assistant | RAG with LLM + vector search |
| “Invoices/contracts processed manually” | Document processor | Document Intelligence + workflow |
| “Customers need self-service AI help” | Customer chatbot | Conversational AI (grounded) |
| “Search in our app is terrible” | Intelligent search | Vector search + semantic ranking |
| “Need AI to do multi-step analysis” | AI agent | Agent framework + tool calling |
| “Building an AI product/SaaS” | Custom AI product | Full-stack AI application |
| “Want our app accessible from Copilot” | Copilot integration | API / workflow / collaboration integration |
| “Had a POC, need production” | POC → production | Production architecture + deployment |
Case Studies
D365 Sales for a Professional Services Firm
Professional services firm, 100+ sales users, Microsoft stack.
Sales in spreadsheets — no pipeline visibility, no forecasting, no integration with Outlook or Teams.
Implemented D365 Sales with Outlook/Teams integration, custom sales process stages, Power BI dashboards, and Copilot for email drafting.
Salesforce Sales Cloud + Experience Cloud for a Technology Company
Technology company, 50+ sales users, existing Salesforce investment.
Salesforce deployed but poorly configured — low adoption, no automation, and no partner portal.
Re-configured Sales Cloud for their actual process, built Experience Cloud partner portal, deployed Einstein lead scoring.
Legacy CRM → D365 Migration for a Manufacturing Company
Manufacturing company, 200+ users, legacy GoldMine CRM.
GoldMine on-prem, no mobile, no integration, and data quality deteriorating for years
Migrated to D365 Sales: data cleaned and deduplicated, M365 integration, Power Automate workflows, and user training.
Industries We Serve
Professional Services
Pipeline management, client relationships, project-linked CRM
Manufacturing
Sales + service CRM with ERP integration
Financial Services
Compliant customer management and advisor tools
Technology & SaaS
Sales pipeline, partner portals, subscription management
Insurance
Agent management, policyholder CRM
Healthcare
Referral management and patient relationship tracking
Retail
Customer loyalty and omnichannel engagement
Non-profits —
Donor management and relationship tracking
From a focused D365 Sales setup for 20 users to a multi-cloud Salesforce or D365 programme for 1,000+.
Insights
CRM Is the System of Record for Revenue (2026)
In 2026, CRM is no longer just a contact database — it’s the system of record for revenue. AI-powered CRM (Copilot for D365, Einstein for Salesforce) drafts emails, summarises meetings, scores leads, and surfaces insights that sales teams use daily. The organisations getting value from CRM are those that configured it for their actual sales process, integrated it with email and ERP, and invested in adoption — not those that bought the most expensive platform.
01
AI is the CRM differentiator — Copilot and Einstein draft emails, summarise meetings, score leads, and predict outcomes; CRM without AI is already behind
02
03
Should we choose Dynamics 365 or Salesforce?
Dynamics 365 if: you’re on the Microsoft stack (M365, Azure, SharePoint), you want native Outlook/Teams integration, you need ERP integration (D365 Finance), and you want Power Platform extensibility. Salesforce if: CRM is your primary platform investment, you value the AppExchange ecosystem, you have existing Salesforce expertise, or your industry has strong Salesforce-specific solutions. Both are excellent — the right choice depends on your stack, team, and priorities.
Frequently Asked Questions
What CRM platforms do you implement?
Microsoft Dynamics 365 (Sales, Customer Service, Customer Insights) and Salesforce (Sales Cloud, Experience Cloud). We recommend the platform that fits your stack, team, and requirements — not the one we prefer.
How do you decide between D365 and Salesforce?
We assess your technology stack (Microsoft vs other), integration needs (M365, ERP), team expertise, budget, and specific CRM requirements. If you’re a Microsoft-stack organisation, D365 integrates natively. If CRM is your primary platform or you have Salesforce expertise, Salesforce may be better. We recommend honestly.
Can you migrate from one CRM to another?
Yes — we migrate between CRM platforms (Salesforce → D365, D365 → Salesforce) and from legacy CRM (GoldMine, ACT!, SugarCRM, HubSpot, custom) to modern platforms. Data cleaned, mapped, and validated during migration.
Can you integrate CRM with our ERP?
Yes — we integrate CRM with D365 Finance/SCM, SAP, NetSuite, and other ERPs. Customer, order, and revenue data synchronised so sales sees the full picture.
How much does CRM implementation cost?
CRM strategy and platform selection runs $8,000–$20,000. A standard implementation runs $25,000–$80,000. An enterprise programme (multi-module, ERP integration, migration) runs $80,000–$250,000+. Licensing is separate and per-user.
How long does CRM implementation take?
A focused sales CRM: 4–8 weeks. A sales + service CRM: 2–4 months. An enterprise multi-module programme: 4–8 months. Phased implementation reduces risk.
Can you add AI to our CRM?
Yes — Copilot for D365 (email drafting, meeting summaries, lead scoring, opportunity insights) and Einstein for Salesforce (lead scoring, opportunity scoring, predictive analytics). AI makes CRM data actionable, not just storable.
Our team won't use CRM — can you help with adoption?
Yes — low CRM adoption is usually a configuration, UX, or training problem. We simplify the CRM interface, configure it for your actual process (not a generic setup), provide role-based training, and offer adoption support.
Book My Free CRM Consultation
Tell us the task you have in mind. We’ll assess whether an agent suits it, at what autonomy level, and what the first step should be.
- No cost, no obligation
- Typically responds within 4 business hours
- Confidential — your data isn't shared
- Microsoft + Salesforce Partner
Typically responds within 8 business hours · Confidential