4 Productivity Resolutions for Business Leaders

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There’s something different about the time between Christmas and the return to work in early January.

The office environment is a little quieter, the pace is slower and people are more communicative. Inboxes are dealt with, junk mail deleted, desks tidied, to-do lists revised, outstanding tasks achieved.

Organisation brings calm. Calm brings clarity. Clarity brings vision. Visions are for sharing. That sharing brings collaboration. Collaboration brings effectiveness. Effectiveness brings productivity. It’s a virtuous wheel that often gets punctured because we are being busy fools, working at a frenetic pace to just get things done as quickly as possible. We miss opportunities for smarter thinking.

In a bid to keep the spirit of ‘tween days, you need to address the basics.

Here are our simple, often forgotten, business leader productivity tips that will bring calm and effectiveness into your day and organisation.

 

  1. Control Your Email

Do you control your email or does it control you? Here’s something worth thinking about. Email represents us. People do judge us based on our email habits. You need to be organised and responsive.  However, the trick is doing that without letting it disrupt your day.

  • Decide when to tackle your emails – twice to three times a day should do it. Once a week, try to clear your inbox, filing what’s important, deleting what is not. It’ll stop the email becoming white noise.
  • Be succinct in your emails, keep to one main point and you’ll get a quicker answer.
  • Confirmation or conversation? If your email will most likely result in a ping pong of emails or if you don’t want something in writing, use the phone instead.
  • Remember that emails are easily misconstrued. Avoid group emails unless it’s simply to distribute information. A group of people will always have differing interpretations and you can quickly lose the point.

 

  1. Control Your Diary

If you’re anything like our MD, Billy Lyle, you’ll be in demand. Everyone wants a slice of your time but you still have your own tasks to complete and clients to look after.  There are so many tools and apps to help you manage your diary better but ultimately, it comes down to this:

  • You only need one calendar.
  • Use one digital task manager and get rid of all the post-its.
  • Theme your week if you can – client meetings, research, prep, people.

 

  1. Control Your Knowledge

What information do you need each week to manage the business? When was the last time you felt able to study your area? Just for fifteen minutes? How much time do you spend finding out answers when they’re suddenly urgent? How many times have you felt poorly informed in a client situation? By being on top of your knowledge sources, you’ll identify the ones worth having and the ones to lose.

  • Set proper time aside for your management reports.
  • Build a reading list and habit, whether it’s daily, weekly or fortnightly where you commit time to get on top.
  • Schedule thinking time and objectivity will become a habit making for better decision-making and productivity.

 

  1. Control Your Meetings

Meetings need to happen; information, status, brainstorm, one-to-one, strategy, board, committee. It’s the most productive way to discuss and collaborate, to make things happen but employees dread time away from their desks.  They often come to the meeting distracted and poorly prepared.  Here’s how to make it more productive for everyone:

  • Have a clear purpose
  • Have an agenda (circulate it in advance!)
  • Have an agreed end time
  • Have a good moderator
  • Have agreed actions

It’s remiss of us not to point out the huge benefits of Microsoft Dynamics 365 in addressing so many of these points (and hundreds more) to improve productivity and profit throughout all sizes of business. But we’ll get back onto that in January!

For now, the team here at Redspire would like to wish you all a productive and prosperous 2017.

Why the Public Sector Needs CRM

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As a Gold CRM partner to Microsoft, we see a lot of businesses trying to draw closer to their customers.

Effort, budget and vision get them to where they want to be. They realise that to have competitive advantage, they must be operationally effective and skilled at communicating with their customer base on the customers’ terms.

With the UK population feeling very disconnected from the Government, local politics and often the public sector organisations that seek to serve them, it’s time to take a closer look at the business example. Many councils and public sector organisations are already doing it, using Microsoft Dynamics and other CRM platforms to be more affective and engage people at the same time.

How can CRM help?

At a basic level, CRM will greatly increase the efficiency and cost effectiveness of public sector organisations facilitating, automating and streamlining interactions between employees, service providers and customers. Collaboration and productivity tools reduce duplication of effort and make day-to-day tasks easier for employees. In the case of Microsoft Dynamics CRM, a 360-degree view of every council tax or housing contact gives seamless case management and in the case of Dynamics365, it does it a role based level so confidentiality is never unnecessarily breached.

There can be so much more to public sector CRM than just cutting costs and streamlining services. Many are arguing it’s time to reinvent the interactions between the electorate and local, national and UK governments. Using CRM, public sector bodies could reverse the disempowerment that most constituents feel.

Imagine your local area having a CRM portal that you could access for all the services you need? Submitting parking permit applications, paying a fine, requesting bin uplift, asking a question of your local councilor, telling the right person about an ongoing community issue, a pothole problem or something that would help the community to be safer and more progressive.

At election time, imagine being able to access all of the opposing parties in your area to really understand their policies at a local and UK level without feeling accosted on your doorstep. And with that kind of information going into the CRM, imagine the insight that those in authority could use for understanding their area, their policy strengths and weaknesses.

CRM is an area in which the public sector can learn from the business world. Know your customers, listen to them, respond to them, keep them informed, make it easy for them to interact with you, make them want to be active participants in what you do. It will ultimately save your organization time and money chasing a disengaged population.

Are you a housing association looking at how CRM could help? We are offering housing associations and similar public sector bodies a supported free trial of Microsoft Dynamics CRM. Just like your customers, it’s worth getting up close to understand it.

How CRM Trumps Outsourcing For Local Authorities

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Customer service outsourcing in the public sector is on the rise.

A new Local Gov report has revealed that local authority outsourcing has increased 50% year on year in the first half of 2016.  But what is the actual cost beyond the seemingly great financial savings for local authorities?

Here is a private sector example that we can all relate to. A supermarket customer has booked a delivery online and spent one hour completing the transaction. The customer waits in for the delivery that doesn’t turn up in its one-hour slot. After one and half hours, the customer calls the supermarket customer service line and after being on hold for a few minutes, gets put through to an ‘agent’ who asks a number of security questions before asking what the issue is. The customer advises the agent that the order has not arrived and expects the agent to have sight of the problem. The agent then calls the store where the order was picked and sent from. The customer waits on hold for a further eight minutes. The agent returns to the call with the given reason for the problem and to get to the bottom of it, the customer spends a further 45 minutes being put on hold, making repeat calls and finding out that the store and the agent are working off two different systems and that system updates have caused the problem. Add to this that the Agent doesn’t easily understand the customer (perhaps they were based in another country).  The agent doesn’t have any authority to offer any compensation but merely apologises on behalf of the supermarket. The customer is left frustrated and decides not to buy online with that brand again.

It’s a good example because it shows the damage that an outsourced company can do to the customer journey. With misinformation, system integration difficulties and a ‘middleman’ mentality, how can that supermarket ensure that customers’ needs are being met?

That’s not to say that they’re all bad. Of course not. Recent Customer Service Excellence (CSE) standards are making it easier for companies to outsource to businesses that have agreed to meet them. And depending on the sector, there are many good companies out there.

 

Is there a better way?

Can outsourcing ever replicate the quality of interaction that a local authority or housing association employee can ever have with a customer?  With greater insight into the organisation, the target audience, experience and knowledge across departments, customers can generally tell when they are dealing with someone who knows what they are talking about. With most public sector organisations trying to change customer behavior whilst servicing those same people, brand and care of duty cannot be underestimated.

Is Cloud the new outsourcing?

With Cloud CRM (Customer Relationship Management) technology, the budget restraints and cost pressures from unnecessary admin, staff training, staff turnover and complicated processes can almost be eradicated. Not only does that mean you don’t need a middleman, you also gain a huge amount of customer service advantage and data insight that will inform decision making in the short, medium and long term.  Your staff are empowered to deliver a better customer journey from start to finish with improved collaboration, communication with customers, productivity and clear next steps in every case.

If you’d like to know more about the ways local authorities and housing associations could benefit from Microsoft Dynamics CRM, you might enjoy reading Top 10 Housing Association Outcomes of Microsoft Dynamics CRM infographic

Are you preparing your data for Brexit?

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Regardless of which way you voted in the EU Referendum, the consequence of the planning process and the eventual exit will impact upon all businesses at one level or another.

Right now, we’re finding that more businesses are looking to protect their position with CRM providing a productivity and customer closeness advantage. Will that continue as Brexit progresses? We hope so. It’s easy to want to batten down the hatches in economically turbulent times but this is no ordinary time. Technology will continue to gather pace and change the way businesses work. Microsoft has provided us with the product, our job is to continue to make the cost benefit ratio stack up for our customers.

In the meantime, we have a lot of existing customers asking about the security of their cloud data. Here are the facts.

Digital borders are inevitable.

The United States and the European Union are still working on a new data privacy agreement, governing the flow data between the two. The  ‘adequacy’ decision is not yet defined which means it’s already tricky.  The UK will need to go through the same process with both the EU and the US as part of the Brexit preparation. Our privacy laws in the UK must meet new EU rules for businesses to be able to have cross-border data flows.

What can your business do?

You need to have flexibility in cloud options and be able to adapt to suit customer needs and comply with data sovereignty laws.

The effect is two fold.

  1. Businesses in the UK may need to look at where and how their data is being stored and shared globally. They will need to meet UK data legislation and still need to follow the EU General Data Protection Regulation (which become enforceable in 2018).
  2. Businesses based in Europe will need to look carefully at the data legislation that the UK brings in and make sure that it meets European requirements.

 

Dynamics CRM customers will be better off than most with the size of Microsoft’s cloud network and with more than 100 data centres worldwide the flexibility is there to adapt where required. Your business’ data can reside wherever legal requirements necessitate. However, don’t forget it’s who the data is about, not just where the data lives.

So, what do you need to do right now?  If you think your business will need to look at data centre locality, talk to your Microsoft Partner. Get an idea of what’s involved, who you need to involve at your end and create a plan for what needs to happen when so that you don’t get caught out with a too short timescale and fines that could be as much as 4% of your global turnover. Otherwise, trade with Europe could be off the table.

Any questions? Feel free to get in touch.

Why Insurers Choose Microsoft Dynamics CRM for Customer Retention

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The benefits of CRM are well known in the insurance industry. Seamless customer service, faster enquiry handling, smarter processes, effortless task management and automated workflows all mean much higher productivity and customer retention.

But as Microsoft take Dynamics CRM onto the next level with their forthcoming Dynamics 365, let’s remember the reasons why Microsoft Dynamics CRM has always been one of the best selling in the sector.

Here are just a few of the compelling facts that build on the basics of what a good CRM system should do.

  • Deployment Options: Dynamics CRM is the only CRM system built solidly enough to allow you to choose and change deployment. You can read more about the benefits of On-Premise v Cloud-Hosted on our
  • Integration: Being part of the Microsoft family comes with big benefits. Seamless integration with Outlook, Skype, Office 365 to name a few with LinkedIn soon to follow. It’s a connectivity that other providers simply don’t have.
  • Familiar User Interface: One of the highest user adoption rates in the market. Coupled with partner expertise (such as ours of course!), Dynamics CRM is set up for success from day one.
  • Intuitive customisation: Dynamics CRM comes into its own when the right tools and apps are deployed to make it really fit your business objectives. It’s a solid platform to customize from a access to a wide range of tools and its scalability means it will always fit your business’ processes and people.
  • Easier Administration: There is an extensive administrative function allowing you to alter fields, entities and processes without code if you have the right team internally.
  • Scalable and Innovative: The pace of change in the business environment is incredible. Dynamics CRM has always been at the forefront of the role of CRM and is always looking to the future to maximise the return on investment for its customers. You can read more about how this will look with the forthcoming Microsoft 365 on our blog.
  • Data Security: With the rise of security hacks and identity fraud across the world, cloud-hosted data security has never been more crucial. Each Microsoft data centre has perimeter security, multi-factor authentication, locked racks and extensive video monitoring. More importantly, Microsoft is the only Cloud provider to have UK data centres, making it even easier for businesses with highly sensitive data to benefit from the advantages of Cloud-hosting.
  • Extended CRM: The Microsoft Dynamics platform has evolved from a CRM tool to a fully integrate collaboration, communication and business productivity suite. With the right customisation and input, Dynamics can improve your relationships with suppliers, contractors and partners, as well as your customers.
  • Pricing: Users, press, industry analysts and partners alike, all rate MS Dynamics as one of the best value platforms across licensing, services, training, customisation, implementation, administration and maintenance.

Any CRM system is a commitment that it’s important to get right. To give you further insight into how it helps with customer centricity, we’ve prepared a Step-by-Step Guide that is free to download and will get you on the right path.

 

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10 Reasons To Choose Microsoft Dynamics CRM Online As Your Cloud-Hosted CRM

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For businesses looking into cloud hosted CRM, the benefits of Cloud are already clear.

Lower hardware investment, no IT resource requirement, quick set up, accessibility and security are all solid benefits. But those are only the start. With the onset of Microsoft Dynamics 365 later this year, it’s all about to step up a gear.

So, once you know you want to be Cloud-hosted, how do you decide which CRM system is right for you? Here are just ten of the many reasons to choose Microsoft Dynamics CRM Online over other CRM solutions.

1. Integration
With a 360-degree view of every customer, interactions across all channels couldn’t be simpler, more comprehensive or more effective. Within Dynamics CRM Online, you can manage appointments, record meetings, create emails, create video calls, create documents, share documents, export to excel when required, review social engagement, create and use marketing lists, review visual data dashboards and charts, integrate with Office 365 and access everything across PC, tablet and phone. The possibilities for productivity, communication and collaboration are astounding.

2. UK, European and US Data Centres
Microsoft has very recently become the first cloud provider to launch UK Data Centres meaning data security is less of a barrier for sectors such as legal, banking, insurance, public and utility. Because data can now be locally stored, organisations can replicate data within the UK for backup and recovery as well as maintain legal compliance. Microsoft has physical and environmental security within these data centres including Perimeter security, multi-factor authentication, locked racks and extensive video monitoring.

3. Free Mobile Apps are Included
Each CRM user licence comes with access to MS Dynamics desktop and mobile apps.

4. LinkedIn Integration
With Microsoft’s recent acquisition of LinkedIn, Dynamics CRM users will be the first to see the possible benefits of the integration for lead generation, data accessibility, automated LI processes, lead scoring, trending themes to name a few.

5. Immediate access to New Features
Microsoft has a Cloud-First release strategy with access to updates months in advance of on-premise users. There are usually two updates per year. That means no falling behind with versions and prevents a large and time-consuming update in the future.

6. Service Level Agreement
Microsoft commit to a 99.9% uptime Service Level Agreement that they financially back so you can be assured of your CRM’s availability.

7. Sophisticated Recovery Process
Data is hosted on the server but then hot copies are made to another server within the same data centre. When data is saved in the CRM Online environment, it is also synced with the same process into a second data centre in your region. The data is saved four times, and includes nightly back ups.

8. Rapid Implementation
Without any physical servers to consider, Microsoft CRM Online can be deployed with a simple online activation of the account.

9. Highly Skilled Maintenance
Microsoft Operation Centers provide 24/7 monitoring and system alerts. This is to catch issues in which self-healing has not resolved and then escalated to a Service Engineer to resolve the issue. With no on-premise servers to maintain, you require less ICT staff, equipment and capital expenditure. Microsoft Dynamics CRM Online is a cloud subscription service and therefore an operating expense rather than a tax attracting capital expense.

10. Flexibility
Businesses are not only able to add users and Microsoft Dynamics CRM is so flexible that you can switch between Cloud-hosted and on-premise as often as your organisation requires. The database architecture is consistent so you can move databases easily without losing your customisations, set up etc.

There is so much more to say about Microsoft Dynamics CRM Online. The best way to get to grips with it and assess whether it’s the right system for your business, is to have a chat and take a look at it up close.
You can also take a look at our most downloaded Step-by-Step Guide to Getting CRM Right.

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What does a CRM Partner Actually Do?

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If your organisation is currently investigating Customer Relationship Management Systems (CRM), you may well be wondering what a CRM partner actually does and do you need one.

Here are some of the many ways you’ll hear CRM partners described; vendors, resellers, one of the partner network,

Redspire is a Gold Microsoft Partner and over the many years that we have been working with Dynamics, we have noticed an ongoing expectation that you simply buy a CRM system, set it up and off you go.

Off the shelf CRM are mass-produced, one size fits all systems. They’re really generic and don’t allow for the way your business’ product, people and processes work. Many businesses try to ‘fit’ the CRM system instead of having the system aligned to them. You usually can’t add to off the shelf systems over the years and

Custom made CRM is essentially a system that is not off the shelf. You are buying into a platform that is then customised to work for your business, and more importantly for your business objectives. You are also buying into a relationship with a partner who will plan and implement it based on your business objectives, then continue to look after it with you including upgrades and further adaptations.

We take great pride in knowing Microsoft Dynamics CRM inside out and then getting to know our clients’ business inside out.  Dynamics has a lot of tools and a lot of integration potential. The scalability is huge, as is the flexibility; even more so with Microsoft Dynamics 365 coming on board soon. It’s our job to know what tools to use based on our clients’ business objectives, and sticking with them as they grow so that the CRM continues to accelerate the business rather than slow it down.

Here’s what else you should be looking for in a good CRM partner:
  • Strategic – A good partner should be asking questions beyond the subject of IT.
  • Collaborative – You’ll experience what level of collaboration you can expect during the system identification stage but it’s perfectly acceptable to ask your potential CRM partner for client references that will reveal their ability to stick with you.
  • Knowledgeable – A good partner will not only know their preferred platform inside out, they’ll know all the compatible tools and have a depth of experience that you won’t find in a user manual.
  • Processes – Your partner should provide you with a clear roadmap for planning, implementation, deployment and ongoing support. Without it, everyone is left feeling vague. Lost control means things will get missed.
  • Project Management – Make sure you find out who the day-to-day contact will be, and ask about ongoing progress visibility.
  • Industry experienceIt’s often preferable to have a partner with experience in your particular industry. However, it’s sometimes good to have a partner with experience from other sectors come to the party. We often find that it ensures a ‘take nothing for granted’ ideology that ensures no stone is left unturned in the planning stage. With that comes fresh thinking and often, business changing solutions that become a model for others.
  • Service offering – how will your Partner support you after full deployment. It’s important that you discuss those expectations early on. We are often called in to assist companies who have parted company with the original implementation partner and tried to do customisation on their own then watched their user adoption suffer.

You’ll notice a theme emerging here. Ultimately, it’s about having a partner that is passionate enough about their platform, and your business, to get them working towards a common goal. Growth comes from care.

You can read more on the subject of selecting the right CRM system by downloading our guide. If you’re in the UK and you’d like to know more about choosing the right partner, test us out!

 

Assessing and choosing the right CRM for your business

10 Reasons To Choose Microsoft Dynamics CRM As Your On-Premise CRM

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Top 10 Reasons To Choose Microsoft Dynamics as your On-Premise CRM

There are many, many reasons why On-Premise CRM may be right for your business.

Primarily, you have complete control of the management and maintenance of your database in house. If your business already has existing hardware and IT infrastructure, it can make sense to retain total control of your CRM data by keeping it on site with everything else. You can run SQL queries and reports and if you run into performance issues, you can simply add to your infrastructure. You can decide when and if you want to apply upgrades and updates. You can run old code that does not run in CRM online, run your own security, backs ups, data copies, certifications, monitoring and disaster recovery.

The question is, which On-Premise CRM is the right one for your business? Here are just ten of the reasons that Microsoft Dynamics CRM is one of the top performing CRM products on the market.

 

Value
There are seven main cost factors to consider: licensing, services, training, customisation, implementation, administration and maintenance. Users, press, industry analysts and partners alike, all rate MS Dynamics as one of the best value across all factors.

Customisable
Every business is different. Every MS Dynamics implementation is different. Your solution will closely meet the communication, marketing, sales and project management needs of your business. With Microsoft Dynamics, you can quickly add new capabilities using built-in personalization tools. You can create specialized views and new windows, automate tasks specific to your business, and even build light applications. Using Web services and the Microsoft .NET Framework, you can integrate with numerous data sources and applications, even if they’re built on non-Microsoft platforms. You’ll also find custom development is easier and more cost-effective with familiar Microsoft technologies and industry standards.

Globality
Microsoft is spending more money than you can imagine continually evolving MS Dynamics to meet the needs of businesses of all shapes and sizes across the world. In a UK economy that is bound to become turbulent over coming years as Brexit is negotiated, Microsoft is well placed to make sure that Dynamics CRM is able to grow and evolve alongside the businesses it serves.

Familiarity
The MS Dynamics’ intuitive and familiar user interface and integration with other MS products mean that everyone in the business can get to grips with it. MS Dynamics has one of the highest adoptions rates in the category because it’s a solution that people want to use.

Partner Network
Microsoft has one of the world’s largest networks of professional services and third-party applications to complement Microsoft Dynamics CRM, making it easy to absolutely fine-tune it to your product, people and processes.

Innovation
Microsoft Dynamics CRM provides consistent product update and feature upgrade releases, as well as deep integration with Microsoft innovations such as the recent LinkedIn acquisition.

Microsoft Office
Microsoft Dynamics CRM works seamlessly with Microsoft Outlook and is the perfect platform to leverage Office 365. Seamless integration means higher productivity.

Business Insights
The business intelligence and data visualization options available in Microsoft Dynamics CRM gives you role-based dashboards and KPI’s relevant to people’s responsibilities without compromising on confidentiality.

These include sales forecasts, pipelines, targets, quotas, customer buying patterns, marketing effectiveness, promotion cut through, productivity to name just a few.

Extended CRM
Microsoft Dynamics CRM is not just about sales and marketing. The Dynamics platform is designed to be built-on where required to manage other important relationships with suppliers, contractors, partners etc.

Flexibility and Scalability
Starting out with CRM doesn’t mean taking a full system with every add-on going. It’s important to properly spec the right tools and customisations you’re your organisation’s products, people and processes. We always recommend starting with the right size for you with the confidence of knowing that MS Dynamics can grow with you. Equally, whilst On-Premise might be right for right now, you may want to look to Cloud at some point. Microsoft Dynamics CRM allows you to make that move whilst still maintaining all customisations and content.

It’s always worth getting a closer look at CRM systems to help you understand what they can do, and whether they are right for your business. Contact us today to begin the conversation and we’ll help you do your homework. You can also read our Step-By-Step Guide to Getting CRM Right.

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11 Ways Housing Associations Use CRM To Get it Right First Time With Every Tenant

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There is a significant shift taking place between social landlords and their tenants.

The welfare reforms that began in 2013 and the introduction of zero hours contracts are just two events that have placed many tenants at greater risk of rent arrears and excess debt. The ageing population places further pressure on housing associations to change.  Energy efficiency and digital inclusion requirements also take their toll.

For a housing association to successfully serve its tenant population, it not only needs knowledge to manage the day-to-day admin of rent payments and tenant enquiries, it also needs to have data insight for future planning and resource allocation. Some Housing Associations will see all of this as data.

The most successful ones will be those that see the tenant as a customer and to have a really proactive, central 360-degree view of each one enabling quicker call handling, first time resolution of issues, on-time payments and work scheduling.

Let’s also take into consideration the need for housing associations to improve productivity, facilitate a flexible workforce and to make cost savings wherever possible.

ICT has supported housing associations for decades but most of the housing management systems were designed to focus on the property, not the tenants. CRM lets you do both.

Here’s a run through of the top housing association outcomes of our preferred platform, Microsoft Dynamics CRM.

  • Central Database
    • One central 360-degree view of properties, tenants and suppliers meaning that information is always current and not left behind by other systems that may be operating as a departmental silo. Every department has the information they need on any property or tenant when they need it.
  • Security
    • Microsoft Dynamics CRM is a highly secure system. Despite offering users a central system, security can be configured on a record or field level to ensure tenant confidentiality. If your organization uses Cloud hosting rather than on-premise, you can be assured of UK held and protected data with Microsoft Cloud, one of the first clouds to base data centres in the UK. (Cloud-hosting usually results in ICT cost savings).
  • Productivity
    • With centrally held and accurate information about a tenant, property or supplier, teams can share more easily leading to quicker call handling and faster resolution to queries.
  • Cost savings
    • CRM will deliver efficiency savings by speeding up processes, removing the overhead of multiple information systems and enabling housing associations to identify tenants who are more likely to fall into rent arrears.
  • Satisfied Tenants
    • From set up, a tenant interaction history will build. The benefits are three fold. Firstly, information on their particular status and recent interactions relevant to the call will be visible to the employee that they are interacting with meaning that they don’t need to continually repeat themselves. Secondly, their enquiry will be dealt with more quickly. Thirdly, they will feel that the housing association knows who they are and are on their side, which helps to build willingness to interact positively. Employees can also be prompted to ask the right questions with on screen prompts.
  • Communication Options
    • More and more people are turning to social media to communicate or to vent their frustrations. With MS Dynamics CRM, an association can interact with its customers proactively via social media, email or phone and the interaction will automatically be logged against the tenant’s record.
  • Flexible working
    • Microsoft Dynamics CRM can also let your field team access and update records from mobile devices, improving productivity.
  • Collaboration
    • Teams can share information more easily regardless of location within an office, town or city. Improved collaboration will mean less bureaucracy and more positive action.
  • Customisable
    • Microsoft Dynamics CRM is not just an out of the box solution. The success of any CRM is the ability to be customized to the needs of the organization. A good CRM partner will not only provide the CRM to you, but will work with you from the outset to ensure its success including platform suitability, tool assessment, user adoption, evaluations and ongoing support.
  • Marketing
    • Data can be segmented by any field for more targeted communications.
  • Future Planning
    • With bigger and better data that can be surfaced quickly and easily to provide valuable insights on easily understood reports, housing associations can identify trends and predict future behaviour for service planning and troubleshooting.