Springboard CRM solution is built on Microsoft’s Dynamics 365 Sales Platform
Optimised for Professional Services and Small Businesses
Suitable for Start ups and Growing businesses
Affordable entry price
Fixed time and cost deployment
Scales with your business growth
Everything you need to track your sales activity from Lead to Opportunity and beyond
You’re a small business owner looking for a way to keep your vital business information secure, whilst balancing your need to access it on the move, and on whatever device you choose in your busy day.
Your chosen business platform needs to be affordable right from the start and grow with you as you grow.
You don’t have a lot of time and money to throw at these challenges but you know you want to get it as right as you can from the start.
A quick start solution at an affordable price that won’t tie you up in a time consuming, information seeking set up meetings on a monthly subscription basis is perfect for you.
An out of the box, quickly deployed, fixed price Dynamics 365 Sales Professional solution with built in dashboards and sales processes, all designed with your kind of business in mind.
We will build your solution using your answers to our carefully crafted questions, supported by a 30 minute discovery call and followed by a 60 minute handover call to get you up and running quickly.
Your business is really beginning to ramp up now! Although exciting, it can sometimes feel more like challenging!
With information scattered all over the place and gaps in your business processes, you’re often having to work late into the night to stay on top of managing leads, opportunities, sales orders and projects.
You have realised that your growth needs support from a business platform with well thought out processes embedded in them.
One that your colleagues will adopt easily and is connected to familiar apps such as Outlook and Office that they already use.
You want to make sure that you are able to stay on top of increasing demand from your customers and also building your sales pipeline.
Reporting is becoming increasingly important to you and you need all your vital data at your fingertips. You want to use the historical growth information you have invested your own sweat equity in, to plan and assure your business’ future success
Most of all, in common with most business owners, you don’t want your business platform to cost the earth and eat up all your time to implement it.
A fixed price, quick start deployment of a Dynamics 365 Sales platform, optimised for your business.
A customised business process flow bar to encourage best practice and information gathering within your organisation.
Relevant reporting on dashboards that have been created for Professional Services to give you the information you need to grow.
A complete Sales Order process from Quote to Order to Invoice. A Product Catalogue with a Price List connected to simple Project Management.
LinkedIn Access via Dynamics 365 with Sales Navigator (additional licence required)
We will build your solution using your answers to our carefully crafted questions, supported by 2 * 30 minute discovery calls and followed by a 120 minute handover to get you using your solution quickly and effectively.
You’re a maturing business that increasingly requires a 360 degree view across all areas of your business and one place to hold all your data securely.
You know that you want to integrate the powerful CRM data with your Customer Service and Marketing departments in future
You may even have more than one business unit as you have identified further opportunities for growth in your sector.
You have established business processes, some compliance challenges with regards to quoting, and the next challenge is to make sure that everyone within your business follows the correct procedures and gathers the kind of data to make your marketing and reporting vital and relevant.
You recognise that having pertinent data from your financial package surfaced in your sales pipeline against accounts would provide the kind of information that would enable your sales team close more deals, more profitably. You would also like to have a seamless connector into your Quikbooks, Xero or Sage Package from Sales Order in Dynamics 365 Sales.
You understand the importance of Customer Service for providing after sales satisfaction and avoiding the pain of customer churn. You know it is easier to sell to existing clients proving you continue to nurture and understand them. You want to know how your customer facing colleagues are dealing with the daily issues and problems served up to them because of this.
You still need all the benefits of a Sales solution: account based marketing, sales pipeline, sales order process and you want to see this connected to completion of projects, your digital marketing efforts, customer service desk, and your financial package.
You are prepared to invest some time and money into a customised solution as you can see that the benefits it will bring will return ROI quickly and measurably.
Customised sales and service functionality built on a Dynamics 365 Sales solution licenced by Dynamics 365 Sales Enterprise licences supported by a Discovery led deployment of a Dynamics 365 Sales platform, optimised for your business. Customised business process flow bar to encourage best practice and information gathering within your organisation. Relevant reporting on dashboards that have been created for SMBs and Professional Services businesses to give you the information you need to grow. Goals and Forecasting capability for personal Sales targets and projecting business growth. A complete Sales Order process from Quote to Order to Invoice. A Product Catalogue with a Price List connected to simple Project Management Website form for your website to create a Lead record in Dynamics 365 Customised workflows (limited number) to enable streamlined productivity LinkedIn Access via Dynamics 365 with Sales Navigator (additional licence required) Connector of Sales Order/Invoices to your finance package (QuikBooks/Xero/Sage Line 50) Support during business hours with an SLA Continuous optimisation service (additional charges may apply) Options to implement Customer Service and Marketing apps in the future. These are subject to additional implementation and Marketing costs |
We will build your solution using your answers to our carefully crafted questions, supported by 3 * 30 minute discovery calls and followed by a 1 day handover and training to get you using your solution quickly and effectively. Focus group training is available for more highly customised solutions if required.
Our Springboard Start solution gives you a safe place to store everything to do with your sales.
Springboard Start allows your to track all interactions with prospects, customers and suppliers including via email from Outlook.
Springboard Start has a built in quote/order/invoice process to enable you to win more business, more quickly.
Springboard Accelerate allows you to easily schedule calls, appointments and tasks to act as reminders to stay in touch with important clients.
Springboard Accelerate’s easy to follow business process flows guide you and your staff to gather the right information at the right time.
Springboard Accelerate is built on Dynamics 365, Microsoft’s scalable and flexible business applications platform.
Easily scale up as your business grows with our modular platform. Add Customer Service and Marketing applications for an even more comprehensive experience
Springboard Engage offers you the opportunity to ensure that you have one true source of all data in your Dynamics 365 solution. This makes integration with other platforms easier. As an added bonus you can get rid of spreadsheets and other unsafe ways of storing important data.
Ian Bourne
CEO
Springboard Start
Start up cost: £3350
Monthly user: £60
Best fit for: a start up business wanting to focus on sales productivity
- Account Management/Sales Pipeline
- Sales Order Process – Quotes, Sales Order, Invoicing
- Business templates such as quotes/orders/invoice, NDA, Data Processing Agreement
- Business Process Flow Bars optimised for Professional Services start ups
- SMB focussed Dashboards and Reporting, Excel template for exporting
- Quick Start – Automated deployment and onboarding
Springboard Accelerate
Start up cost: £5700
Monthly user: £71
Best fit for: a growing business wanting to scale
- Account Management/Sales Pipeline
- Sales Order Process – Quotes
- Sales Order, Invoicing with UK Sales tax built in
- Product Catalogue
- Sales Goals/Targets
- Pipeline Forecasting
- Website form to create Leads to Dynamics 365
- Business templates such as quotes/orders/invoice
- NDA, Data Processing Agreement
- 2 * Customised Business Process Flow Bars
and our inbuilt BPFB optimised for Professional Services growing businesses - Excel template for exporting
- Project Stages/Planning/Actioning/Archive
- Project Activities including Start Date/Target Date/Actual Completed Date
- Auto Rag on completion dates
- Mixed automated and customised deployment and onboarding to save you time and money
Springboard Plus
Start up cost: £6725+
Monthly user: £86
Best fit for: an established business with multiple apps
- Account Management/Sales Pipeline
- Sales Order Process – Quotes
- Sales Order, Invoicing with UK Sales tax built in
- Product Catalogue
- Sales Goals/Targets
- Pipeline Forecasting
- Business templates such as quotes/orders/invoice
- NDA, Data Processing Agreement with electronic signature capability
- Secure and connected Sharepoint document storage
- Website form to create Leads to Dynamics 365
- 2+ * Customised Business Process Flow Bars
and our inbuilt BPFB optimised for SME’s or Professional Services established businesses - Customised Dashboards and Reporting built around your business requirements
- Excel templates for exporting
- Fully functioning Project Management solution to take you from Opportunity to Invoicing (requires additional licencing)
- Connectors to Xero, Sage, Quikbooks
- Mixed automated and customised deployment and onboarding to save you time and money whilst achieving your specific goals
- Support and Optomisation services available
All our packages contain
Industry specific process flows
Optimised Dashboards
Timeline recording of customer interactions
Integration with Outlook
Sales Leads and Opportunities
And we’re off!
We have a very exciting announcement! After many months of careful preparation we are finally here …. It is Launch day for Springboard! Our new
Dynamics 365 – too big, too expensive for SMBs ?
It’s long been the understanding in the world of SMEs that Business Applications are too big and too expensive for SMCs. This leads to a
