1 min read

14 Ways Microsoft Dynamics CRM Can Prevent Insurance Comparison Site Visits

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In this infographic, we show you 14 Ways that Microsoft Dynamics CRM can prevent insurance comparison site visits

Please click on image for high-res PDF version

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Want more? Join our free webinar on 24th November and let’s take 20 to delve a bit deeper.

Register for our webinar HERE

2 min read

Why the Public Sector Needs CRM – Microsoft Dynamics – Redspire

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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.

3 min read

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