Case Studies

Customer Case Studies

Case studies from some of our happy customers.

Our business was quickly expanding and it was obvious that we needed a CRM system to enable us to grow without compromising on our high standards.


We took advice and recommendations from other CRM users and decided to look at both ACT! and Dynamics CRM.


ACT! seemed to be a fairly good system, but for us it was the functionality and compatibility with outlook / excel etc, along with Solutions Shared’s demo that made it clear that Dynamics CRM was the right choice for us.


Once we had made the decision to use Dynamics CRM, and in particular to instruct Solutions Shared to install and tailor Dynamics CRM, the hard work / headaches were a thing of the past.


With Solutions Shared at the helm our Dynamics CRM system, was quickly up and running. We had no interruptions to our normal working life while installation took place and Solutions Shared delivered an extremely professional service, with exceptional attention to detail.


The system was customised to our specific needs and Solutions Shared were very patient and nothing was too much trouble.


As we use the system in more and more depth and require further tweaks and additions Solutions Shared are there with solutions and assistance through the monthly CRM support package. Solutions Shared is second to none!


The benefits of Dynamics CRM to us are:


  • Easy management of customer details – having all our contacts linked to accounts makes for quick searching.

  • Being able to track and follow an incoming lead to a proposal and then final acceptance.

  • Tracking and managing all activities associated with leads, proposal and ongoing work means we never forget what needs to be done to meet customer expectations. In our case, allowing all the team to see the current client projects in progress; if one of us is out of the office the other members can always deal with incoming queries professionally.

  • The flexibility of the system is fantastic; with Solutions Shared’s support we have been able to customise any part of the CRM process to fit our business.

  • An added extra we have taken is the KPI workbook; this a great business tool which harvests data from CRM to give us weekly statistics on new leads, conversions rates etc which we can use to measure the performance of the business.

  • Overall, we are able to manage and organise our clients and their work more efficiently.

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Nick Evans
Owner & MD at Safewell Ltd

As a small business growing rapidly within the Healthcare market we needed a solution to manage our customer data. After researching a number of CRM programs that there are out in the market we decided to purchase Microsoft Dynamics CRM Online.


At first we struggled to use the reporting functions, workflows and also import our data from our other system. We found Solutions Shared via LinkedIn and they were very quick to react and develop a solution to help us solve these problems.


Solutions Shared have created over 25 on demand reports for us which allow us to analyse our customers' activity and spend information by customer group etc. They have also created a number of workflows for us which help notify members of staff by emails when certain aspects of CRM are updated or changed. Some of these workflows also create other bits of data which is vital for our reporting but is not pulled from our other system.


Solutions Shared have also developed six dashboards for us which allow us to see a 360-degree view of our company's sales performance at a glance.


Because our data is pulled from another system we had a problem with the data not always being up to date. Solutions Shared created a piece of software which keeps all of the records in CRM updated as per our other system! This means that all of our reporting is accurate.


Now we have a team of field sales reps, Telephone Account Managers and customer service staff all working off of this one system! As we grow Solutions Shared are helping us develop the tools we need to manage both our customers and our staff!

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Lloyd Wilcox
Operations Manager at Medical Supermarket