infotechAccount and contact structure
Agree the information needed to understand a customer relationship. Keep required fields purposeful and define how the team maintains accurate records.
Simple CRM
Stronger customer relationships. Less complexity.
Bring customer information and sales activity into a focused CRM experience.
Built forSales teams seeking a focused customer-management experience
The focusA shared customer view with practical follow-through
Our delivery approach The business perspective
Technology witha clear purpose.
When contacts and follow-ups live in separate places, opportunities are easy to miss. Give your team a shared place to manage customer relationships.
A CRM succeeds when people can see its usefulness in their daily work. For a team moving from spreadsheets or disconnected tools, the first priority may be a consistent customer record, clear opportunity ownership and dependable follow-up. Our Simple CRM conversations begin with that essential scope. We help identify the experience, Microsoft capabilities and implementation approach that fit the team, while keeping room for the additional processes the business may need later.
Explore the possibilities
Built for the workthat matters.
A closer look at the capabilities and decisions that shape a useful solution.
Opportunity tracking
Create a clear view of active work, stage and ownership. Connect each opportunity to the next action the team needs to take.
Activities and follow-up
Make meetings, calls and commitments easier to track. Reduce dependence on a single person’s inbox for the context behind a relationship.
Team reporting
Select a small set of useful pipeline and activity views. Use common definitions so managers and sellers can discuss the same information.
Workflow connections
Review where a sale creates work for another team. Design the essential handover before introducing additional automation or more complex integrations.
A path to extend
Assess requirements against suitable Dynamics 365 and Power Platform capabilities. Confirm the platform, scope and commercial model for your specific needs.
From capability to everyday value
See itin practice.
Explore possible starting points for your organisation. Each scenario connects a business need with work to consider and measures to review.
First CRM · Illustrative scenario
Create one dependable customer list.
Contacts are held in personal spreadsheets and the same organisation appears several times. Agree a common structure, clean the source records and define ownership. Start with the information the team will actually use rather than importing every historic field.
What to measureRecord quality and active usageAgree a baseline and targets with your business owners.
Sales follow-through · Illustrative scenario
Make the next action visible.
An opportunity stalls because the last customer commitment was never recorded. Define a simple process for stage, owner and next action. Review it with the sales team and use the first rollout to remove friction from the experience.
What to measureOverdue follow-up and opportunity ageingAgree a baseline and targets with your business owners.
Team growth · Illustrative scenario
Make customer relationships easier to hand over.
A new colleague inherits accounts with limited context. Define the minimum record needed for a useful handover, including current opportunities and commitments. Use shared views and guidance to help the person become effective without reconstructing the history from email.
What to measureHandover completeness and onboarding effortAgree a baseline and targets with your business owners.
The Defacto approach
Clarity at every step.Ownership beyond launch.
We review your sales process, identify essential data and design a CRM approach that supports everyday adoption. Discuss your requirements with our team to find the right fit.
Explore our approach- 01
Agree the essential scope
Map the sales journey and identify the records, views and tasks the first release must support. Discuss the appropriate underlying Microsoft platform.
- 02
Prepare the customer information
Review duplicate handling, ownership and migration. Test the proposed experience using active accounts and realistic sales scenarios.
- 03
Launch with the team
Provide task-focused guidance and review early usage. Introduce additional fields, reporting or automation only when they support an identified need.
A useful first conversation
Bring the context.
We’ll help shape the next step.
A few examples of your current work will make the discussion more specific.
- Current customer lists and sales stages
- The essential information needed by each role
- Required email, reporting and business-system connections
- Adoption priorities and future extension needs
Experience you can explore
See the workbehind the words.
Customer experienceSouthland Stone
Customer relationships, built on shared insight.
Southland Stone streamlined its sales processes with Dynamics 365 Sales, ensuring all customer interactions are recorded and accessible in real-time.
Explore the customer storyMake an informed decision
Your questions.Considered answers.
The right scope starts with a clear understanding of your business, the platform and the work ahead.
Is Simple CRM a Microsoft product edition?
It is the name of Defacto’s focused CRM offering. The underlying platform, included capabilities, licensing and implementation scope should be confirmed for your requirements. This page describes the business needs to discuss, rather than a fixed software package or price.
Can we start with a limited feature set?
Yes. A focused release can help establish good data and working habits. Choose a complete but manageable sales journey, give users practical support and review adoption before expanding the solution with more fields, workflows or integrations.
How do we know whether we need full Dynamics 365 Sales?
Compare your needs for account structures, forecasting, automation, integration and seller support with the available options. We can help distinguish immediate requirements from future ambitions and identify which platform provides a suitable foundation for both.
Explore Microsoft guidance
Your next chapter starts here
What’s your next?
A challenge to solve. An idea to explore. Let’s talk.