An overview

Brief

To design and implement Dynamics 365 for sales to automate and streamline Catering Projects full sales and Project Management Systems. This was to replace in-house developed systems based on Excel spreadsheets which were shared predominantly using Google docs.

Process

We provided detailed envisaging with all key teams to ensure no stone was left unturned in creating a detailed specification of work. This was utilised by the development team to implement the CRM; including custom reports, ribbon customisations and role/team-based security locks to ensure integrity of data and that the system was used correctly throughout the organisation.

Impact & Progression

The CRM is connected with MicroSoft SharePoint to allow documents to be accessed from a single source. Dynamics 365 has already become key to Catering Projects day-to-day processes, and we are already looking into Stage 2 and 3 developments, with further integrations and automation of business processes.

Get in touch to find out more about this project and see how we can build something bespoke to your needs. We’ll suss out which solution’s best for you and happily show you similar examples of work we’ve done

Alexandra McDermott - Catering Projects

Arkom came on board to transfer all our current processes onto a custom CRM. Working with everyone in the office is a pleasure... The system developed will revolutionise our company and I would highly recommend Arkom for any development work. Their continued support is valued