Case studies

“We approached Pragmatiq after speaking to two large CRM providers, who offered “off the shelf” products, which we felt wouldn’t fit with our outcomes and they also couldn’t understand how a CRM would benefit our business.

Right from the initial meeting, we felt like this would be the company for us! Everyone really took the time to understand our business, what we wanted to achieve, and they offered solutions and suggestions all the way through (even things we hadn’t thought of).

As a company, we often talk about collaboration and partnership working. This project was most definitely a real partnership to achieve a system which will help us to change the way in which we communicate with schools and delegates, supporting the customer segmentation, targeted marketing and future engagement with our work.”

“Pragmatiq helped us implement Microsoft Dynamics as a CRM system. The team has risen to every challenge in the design, implementation and onboarding process, including helping us define further customisations and integrating the platform with other third-party market data software that we use.

The strengths of Pragmatiq lie in their team who take time and care to help you define your needs before using their considerable technical expertise to create workable solutions that add business value. I would recommend Pragmatiq as a partner to anyone considering Microsoft Dynamics for their business.”

“When we approached Pragmatiq, we were a small professional services company reaching the need for a more sophisticated project and resource management system that fitted in with our Dynamics 365 Sales implementation. Previously, many of our project management systems had been ad-hoc or simple enough for me as the Managing Director to have a good handle on all activities. However we reached the point where this was no longer viable and as we continued to grow, it would only become more challenging.

The Pragmatiq team were friendly, professional, and methodical in helping us to implement Dynamics 365 Project Operations. They helped us get our head around the system, whilst at the same time working to understand how our business model worked to best cater the Project Operations solution to our needs. We would not be able to function as we currently do without the system Pragmatiq put in place and it provides a platform to continue our growth, rather than be constricted by operational difficulties.”

“We worked with Pragmatiq to successfully implement a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to Pragmatiq, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.”

“We commissioned Pragmatiq to deliver a bespoke CRM for our social care and transport business. It was important that any system could be adaptable and allow for the scope of work that we do. We have been very impressed with the new CRM and feel it is fit for purpose and has given us specific functionality, and possibilities to add to the system. Pragmatiq are organised and professional in their approach and I would not hesitate in recommending them.”

“Pragmatiq were recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face-to-face consultation, it was clear to see Jamie had the full knowledge around our intentions and understood our business model, and had actually created something similar in the health profession elsewhere. From that point, we felt confident to progress into a full development project. The results were quick and impressive. Offering us a totally up-to-date platform with all of the automation we had originally asked for. We are keen to continue to work with Pragmatiq and look to develop the system again in the future.”

“We asked Pragmatiq to help us move from a database we had been using for over ten years, to a bespoke Customer Relationship Management (CRM) system on the Microsoft Dynamics platform. The team at Pragmatiq took their time to understand our complex business needs and while having to build something that suited all our different Associations which in itself came with many challenges, they sensitively came forward with ideas and solutions which helped us not only enhance our processes but maximise our efficiencies. The end result is that the team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements, but one that will grow with us as an organisation.”

“After outgrowing our training management calendar, we contacted Pragmatiq to help us design a bespoke system for our unique requirements. We are a fast-growing business requiring a system that is able to keep up with the pace and provide us with quick processes, reports, and dashboards for all departments. We have worked closely with the team for over 12 months and we are over the moon with where we currently are. Jamie guided us with the best solutions to meet a logical workflow.”

“We had searched for a way to increase the capacity of our planning and logistics operation for years. After previous attempts by other companies, and after assessing the options on the market, I turned to Pragmatiq. Having been disappointed (by another company) in the past, I was sceptical as to whether they would be able to help, however, we knew their work, having engaged their services for the implementation of a CRM system dovetailed with a Power BI dashboard through Microsoft Dynamics. Pragmatiq initially proposed a proof of concept, that gave us confidence that they understood what we were trying to achieve. Through a carefully structured program, we collectively planned and brainstormed to design what we believed would be the answer to our problems. The design and build process was very well planned, with carefully scheduled meetings, and demonstrations of what had been achieved. We felt informed and confident throughout the process. When we encountered obstacles both parties worked together and James and Aqib always delivered a solution. Delivery was as scheduled and on time, we were offered support and problem resolution on implementation of the system. The system has provided us with a solution, and created greater capacity within the business, along with essential reporting tools, that are key to determining the direction of the business. I have found Pragmatiq to be professional, innovative, focused and aligned to our requirements, for this I thank them for a job very well done.”

“In 2020, Fotech Group decided to change our CRM from Salesforce to Dynamics 365 as part of a replacement of a number of systems that didn’t communicate. For the CRM, we chose Pragmatiq as our partner and from day one we felt we were in safe hands. They listened to what we were trying to achieve and through regular development meetings they made the changes needed to enhance the standard offering. They listened, they understood and they made the changes to deliver a system that is both efficient and effective. Communication was effective and regular and I have no qualms in recommending the Pragmatiq team.”

“We commissioned Pragmatiq to develop Microsoft Dynamics into a Bespoke CRM System for managing our membership database and providing an efficient events management system. I was impressed from the outset at the time and focus that Jamie took in understanding our business, with all its quirks, in order to provide an easy-to-use and intuitive CRM which now attends to all our needs. I am impressed by their efficient use of time and always working to schedule yet understanding of our restrictions when implementing a system during lockdown. The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”

“A trusted partner recommended Pragmatiq to provide us with a Dynamics CRM platform. From the start, Pragmatiq considered our collective and individual needs and delivered an effective and impactful solution. Through constructive discussions, they were able to take us through the build process and provide a ready-to-go solution for us.  Their support was good, and they held our hands throughout the journey. We are now using what is a very robust and useful platform, giving us back precious wasted resources that we can better utilise in the business.”

“We approached Pragmatiq to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie, and the team for just over 12 months, and to say we have been impressed with their approach would be an understatement. The dedication, knowledge, and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top-level dashboards that make reporting back to stakeholders a very simple process.”

“The Brighton Therapy Centre is a social enterprise providing high-quality psychological therapies to local people. Our processes are complex and, given the sensitive nature of our work, it is essential that we can manage our data securely and efficiently. We looked at various options for developing a clinical system that could meet our needs and arrived at Dynamics as the one system that could cover everything from client records and booking appointments to automated surveys and data analysis. We undertook an extensive procurement process to find the right provider. It was clear that Pragmatiq understood our organisation and needs in a way that other providers didn’t. We have been working with them now for a few months and have been delighted with their approach and commitment to getting things right. The whole team is professional, engaged, and reliable and I look forward to working with them again on future developments.”

“We originally approached Pragmatiq when we were looking for a new support partner to manage our D365 CRM and member portal. After taking us through a thorough onboarding process, we have since found them to be very knowledgeable and helpful when we have asked for enhancements to be made.

They approach each project with an open mind and a desire to find the most logical and cost-effective solutions. Along with their product knowledge and attention to detail, we are confident that our system is in safe hands.”

“Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with Pragmatiq to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.”

“We commissioned Pragmatiq to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at Pragmatiq very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”

“We engaged with Pragmatiq to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, that gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. Pragmatiq worked to tight and fixed timescales to complete a focused delivery which had real business value.”

“Transitions UK is a charity working with vulnerable young people across Hertfordshire, Bedfordshire, Buckinghamshire, Milton Keynes, North London, Birmingham, and Leicester. We have tripled in size over the last 12 months in response to the growing needs of young people during and beyond Lockdown. Our data systems and record-keeping were inadequate for current and future development. We asked Pragmatiq to develop and support a tailored version of MS Dynamics for the charity and to work with us to ensure we have a platform that will scale with us as we grow – and provide the level of analysis and record we now need to support a quality service to hundreds, and later thousands, of young people. I have been enormously impressed by Pragmatiq’s concern to get the architecture and structure absolutely right for us, their close attention to detail, their expertise, and the quality of their team. They have really listened – and worked hard to understand who we are and what we want to achieve – and then worked hard again, especially with our Technical Development Manager, and all our staff, to produce the right solution. I cannot recommend them highly enough and am very glad we chose them.”

“Pragmatiq are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.”

“We approached Pragmatiq to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there, the Pragmatiq technical team ran with a large project and it’s fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend Pragmatiq.”

“We engaged with Pragmatiq to implement Microsoft Dynamics 365 CRM to support our marketing, sales and contract management processes. Our existing CRM system was highly inefficient and lacked the integration and reporting capabilities we needed to help our business grow. The Pragmatiq team gained a thorough insight into our complex business needs and were able to deliver a system providing the structure, automation, and insight to enable our business to work efficiently, while acting as a strong foundation for future development and integration into our other business applications. The Pragmatiq team demonstrated expert product knowledge and provided innovative solutions throughout the project and continue to provide high-quality guidance and support over post go-live managed service.

We enjoy working with the Pragmatiq team, not only on a professional, but also on a personal level and have built up a great easy relationship with the whole team since we’ve started working together.”

“Pragmatiq successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail, and were accommodating to our tight timescales. This ensured we were operational in due time and as a result, we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with Pragmatiq and consequently have re-engaged them for future projects.”