CRM Consulting and Customisation

Total CRM provides CRM consulting and customisation services for Microsoft Dynamics 365 to ensure your system meets your unique business terminology, processes and needs.

We are a Melbourne-based consultancy firm who have been working with CRM software since 1996.  We are dedicated specialists, providing total expertise in both the technical and commercial aspects of a successful CRM rollout.

We are proud to be a certified Microsoft Gold Partner.  This means when you work with Total CRM, you are working with consultants who have achieved the highest level of technical competency, certified by Microsoft, and you are choosing a partner with a proven track record of delivering successful CRM projects, and many satisfied customers.

We also offer training and data migration, including upgrading to Dynamics 365 from a previous version of Dynamics.

Microsoft Dynamics 365 is incredibly versatile and can be customised to meet your specific business needs.  You can choose your own colour scheme, add your logo, change field and menu names to match your terminology, and add fields and entities to classify, record and track your customer data exactly the way you want to.

Our consultants focus on customising your system to make it easy for you to use on a day to day basis.  We take the time to understand your business processes, and build your CRM to reflect those processes and help make them more efficient.  We can use CRM to automate routine tasks, prompt staff to meet KPIs (such as staying in regular contact with customers), and provide you with powerful reporting and business insights.

We will work with you to fully scope your project, and provide guidance and advice to ensure your project is delivered within your set timeframe and budget.  We work with you in an agile and flexible way, staying in touch with you throughout the customising and building process so you can test that the system will meet your needs, and make informed decisions about customising your CRM.

We pride ourselves on working with customers over the medium and long term, helping them grow and develop their CRM to improve their efficiency and productivity, or to change their system with the needs of their business. We have a number of customers we have worked with for more than a decade.

We enable you to take control of your own system as much as possible, by setting it up in a way that matches your business processes, and by providing key users with training on how to use the built-in system customisation capabilities  This means you can create new fields, charts, views and dashboards yourself, rather than having to call us to make every change or addition you need.