What is CRM?

CRM (Customer Relationship Management) is a business strategy that focuses on improving Marketing, Sales and Service.

Improved Marketing generates more Leads. Improved Sales converts more Leads into Clients. Improved Service ensures Clients remain Clients longer.

All of these improvements increase the value of your business – it’s as simple as that.

Implementing a CRM solution starts with a vision of exactly what it means to put your customers first, then measures your effectiveness in the three key areas. Any gap between the current and future state will need to be addressed through a CRM implementation project. A large part of the implementation will be focused on the CRM software, but equally important is the business process it supports and the people that will use it.

Done right, a CRM implementation will not only contribute directly to the profitability of your organisation, but it will increase the intelligence that your organisation has regarding your customers and this in turn will increase the confidence that your employees have when dealing with customers.

Everyone will benefit: Owners will be more profitable; Employees will be happier; and customers will receive a much better service.

At Quadrant 2, we recommend Microsoft Dynamics 365. Call us to find out more about what Microsoft Dynamics 365 can do for you.


Quadrant 2 offers a set of services that specializes in the implementation of CRM solutions.

You can utilize these services in any vertical market, where the relationship with your customers needs to be improved and ultimately where your customers need to be better understood in order to improve the level of service you offer them.

Microsoft Dynamics 365 Upgrade Service

Given that Microsoft Dynamics 365 has been in the market for over 12 years now, has undergone many major releases and schedules two major release a year, chances are that you will need to consider a Dynamics 365 Upgrade at some point.

How Can Quadrant 2 Help?

As certified Microsoft Dynamics 365 consultants, we have a proven upgrade process that will ensure success in the minimum amount of time and with the minimum amount of disruption. We will work with you to evaluate your current environment and prepare a thorough migration plan. The plan will detail the specific tasks required to achieve the upgrade and will include a two-day final migration phase that can be scheduled over a weekend to minimize the disruption.


To serve those of you without test environments, we can offer the ability to test the upgrade in our datacentre before running the upgrade in production.


Why Now?

If you are using Microsoft Dynamics 365 Online then you will have received, or will receive very soon, notification that your environment will be upgraded soon. This upgrade will require proactive management and involves a number of changes for your users.



To define the components of the solution required to close the gaps between the current state and the vision for CRM. The design will often take into account the need for a phased implementation and group the design components into logical releases. This minimizes your risk and maximizes the return on your investment.


We offer development expertise and a set of integration services that link components into an overall CRM solution that includes legacy applications and other systems such as the PABX, corporate web site, accounting packages, etc.


To assist you in determining the best CRM solution that is appropriate for your business needs. This consulting will determine the CRM strategy and the people, processes and technology components necessary to fulfil your strategy.

Requirements Capture

To define in a complete and unambiguous way the business requirements that your particular CRM solution will need to deliver. The deliverable from this service is then used to identify the gaps between the CRM business requirements and the current state solution.