3 min read

Tech sector signs of resilience as Scottish IT firm announces 18 new hires and 39% increase in turnover during ‘challenging’ times

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The hires meet planned growth targets for the year, despite COVID-19 interruptions and challenges to mid-year on-boarding.

Expanded teams will help meet increasing demand from new and existing Financial Services clients.

Redspire, a Microsoft Gold Partner announced 18 new hires today, to support continued growth within their Financial Services business units.

The Glasgow and London based firm, led by CEO and founder Billy Lyle has secured a number of significant new client wins in Banking, Insurance and Capital Markets groups this year.

Today’s announcement comes on the tail of their year-end results which highlight 39% turnover growth on previous year.

The firm commented that strategic, on-going transformation continues to be a prime focus for their FSI clients, despite the very real challenges faced by the sector due to coronavirus.

Since March, the firm have also led a number of tactical projects to support business continuity throughout the pandemic. These include a partnership with Beazley, the specialist Insurer, to help Brokers and Underwriters stay connected when lockdown closed the Lloyd’s of London trading floor.

CEO Billy Lyle said: “It’s been a rollercoaster of a year for all businesses in the UK but our clients in Financial Services have shown real resilience. We’re very fortunate to be working through these challenges with them, making best use of the tech available and to be able to grow the team and offer employment opportunities during the pandemic, when many people are looking for work.”

He continues: “Right now, years worth of transformation is happening with every month that passes. The demand for strategic, continuous transformation is greater than ever, in addition to the at-pace projects that are helping the sector meet new and evolving challenges the pandemic poses. The Microsoft cloud and suite of business applications has risen to the challenge.”

“Now, that the market has adapted to new ways of working, we’ve turned our focus back to investing in talent in our technical, delivery and commercial teams. This ensures we have the capacity to meet the strategic requirements our clients’ like Virgin Money and Golden Charter have in 2021 and beyond.”

Services Director Steven Brown said: “Like many businesses, these past few months haven’t been without their difficulties. However, we’re working hard with our clients through times of uncertainty and shifting technology needs to support their people, customers and operations.

“Like many technology-first companies, we’re fortunate to have the infrastructure to be able to switch to remote working practically overnight and help our clients maintain service levels. Now, we can now focus our attention on growing our team and hitting the ground running with strategic projects as we head into 2021.”

Redspire is an IT Consultancy, specialising in Microsoft Dynamics 365 and Power Platform technologies. As part of the Microsoft account managed teams, Redspire work collaboratively to drive future-proofing digital transformation, improve processes and help businesses understand and engage with teams, customers, clients and partners. With particularly strong capabilities in Financial Services, their client base includes the Money and Pensions Service, Beazley and Virgin Money.

6 min read

Microsoft Power Platform for Insurance use case: booking app

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The insurance sector in the UK is built on rich traditions and face to face operations. Just a few months ago, 7000-plus industry specialists walked in and out of Lloyd’s of London market place each day to exchange risk propositions, discuss policies and close deals on the 300-year old trading floor.

The coronavirus lockdown closed the doors to the Lloyd’s underwriting floor and forced these deals into living rooms and home offices, driven by the latest cloud technology. For a sector notoriously resistant to replacing valuable in-person operations with digital processes, insurers pushed their own limits and embraced new ways to transact, meet and close deals. In fact, our clients across the Financial Services sphere responded to the crisis with real creativity and imagination to keep the cogs turning, with long-term positive impact on their businesses

One such example is how Microsoft’s Power Platform technology allowed Redspire client Beazley to work with us to being a solution – Beazley Booking – to market, in days and weeks instead of the months and years strategic projects can often take.

Let’s take a look at the Power Platform for insurance use case for the booking app.

Power Platform for Insurance booking app: solution overview

The solution is built on three key processes and scenarios:

  1. Power Apps for Underwriter Availability Management.

Underwriters assign their availability in the Power Apps Model Driven App which is then visible to the brokers to review.

  1. Broker Portal for Booking a Timeslot

Brokers log on as external users to the Broker Power Apps Portal, see which underwriters they want to meet, see time slots available and can create an agenda, attach documents like insurance slips and submit the booking.

  1. Power Apps for Booking MI

Underwriters and brokers time is automatically booked out in their Outlook diary for the meetings, which can be set up on Microsoft Teams and WebEx. Booking MI is available to view in the Power App.

Process 1: Power Apps for Underwriter Availability Management.

Built on a Power Apps model driven app for internal users, including Underwriters and Underwriting Assistants.

Contact Record with custom fields

  1. Created contact records for underwriters within the internal Model Driven App.
  2. Custom fields created to enable the booking process, including insurance type drop down, contact details, time zones, WebEx or Teams meeting ID
  3. On tab 2, Underwriters and Assistants can manage their time, and set timeslots, length of meeting and availability throughout the working week, and set exceptions for unavailability for things like other meeting types, personal appointments, focus time and annual leave.
  4. Power Automate takes all of this information and creates a range of timeslots for Brokers to view and choose, displaying date, time, length of appointment and time zone; important working across multiple geographies.
  5. Built on the Common Data Service, information and data is now available within the portal and available to Broker and other external users.

Underwriters can set their availability

Process 2: Broker Portal for Booking a Timeslot

Within the outward facing Broker Portal, built on a Canvas App, external users can view their forthcoming bookings with Underwriters, book new appointments and add documents to upcoming bookings.

External user portal view

When an external user logs into the Portal, they’re taken directly to a view of all of the bookings they currently have with their chosen underwriters at a glance.

  1. Key meeting information is displayed via Subject, time slot, booked by, underwriter, insurance type and link to video-conferencing fields.
  2. Each appointment is also sat in each user’s calendar, sent by Power Automate.
  3. Within this view, external users can also book a new timeslot via the book timeslot button in a simple three step process.
  4. Step 1 – select insurance type to filter available underwriters from that business area. Select underwriter from the drop down menu, before adding subject.
  5. Step 2 – the system surfaces the available time slots for the user to choose from. When a time slot is selected, users can add agendas and upload documents like insurance slips to allow the underwriter to gain context to the meeting and prepare accordingly
  6. Step 3 – here you can review all information submitted and make any amendments before submitting the booking request.
  7. Upon booking the timeslot, there are two actions that take place. The timeslot is created in the Underwriter’s Model Driven app and Power Automate will send a calendar invite to both parties with the high level information, videoconferencing link, agenda and any attachments.
  8. My time slot Portal front page will now show the new appointment in the view.
  9. Back in the Underwriter’s Model Driven app, the management information will show the new booking and the meeting sits in their Outlook calendar, with no need to respond to the sender.

Booking an Underwriter appointment

Process 3: Booking MI

Booking MI is the Underwriter’s go-to view to prepare for the week ahead and mange their workloads and opportunities.

  1. Go into management info tab within the Underwriter’s Model Driven App.
  2. Three charts to provide high level info to underwriter on their week ahead by broker, by attempted timeslot bookings and active timeslots, thus allowing them to plan for the week ahead.
  3. These insights allow Underwriters to understand which brokers are booking and how often, to gain visibility on the brokers attempting to book and to measure where their time is being spent for maximum efficiencies.
  4. MI is fully extensible to additional integrations to fit wider business needs or to evolve with future iterations or augmentations.

Management Information within the Model App

Power Platform: no limits extensibility

Beazley’s CTO Mark Moerdyk says: “Beazley Booking uses the Microsoft Power Platform to improve the quality of interactions with brokers and ensure that our underwriters have access to data that can help improve service in the future. This is not only a system that improves our service during this period of social distancing but also has the capability to provide long-term support as the market adapts to a more efficient and flexible model.”

Less code, more power: 86% of Fortune 500 companies use Power Apps

With 86% of Fortune 500 companies using Power Apps, there’s never been a better time to modernise your data and harness the power of the Power Platform and Microsoft Dynamics 365. No-code, low code capability is here now and can augment your legacy systems to fit the new normal in days and weeks. Want to hear more?

About Redspire and the Microsoft

Redspire are a CRM Consultancy and Microsoft Gold Partner, specialising in Dynamics 365 and The Power Platform. We partner with the UK’s leading Financial Services organisations to lead them through powerful digital transformation, improve operations and process automation with Microsoft’s suite of business applications. Interested in the awesome power of Power Platform? Find out more about Power Apps and Beazley booking on the Connecting Brokers and Underwriters webinar with Megan Meneely, Billy Lyle and Beazley’s Mark Moerdyk.

Want to talk all things Power Platform or Dynamics 365? Get in touch with us touch on 0845 226 8170 or email us at info@redspire.co.uk.

6 min read

The enabled agent: eight features future-proofing customer engagement in Financial Services

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As the UK enters recession, with Covid-19 still at large and Brexit looming, UK Financial Services leaders take stock of the strategic digital priorities that best steer resilience in the months and years ahead.

The pandemic has accelerated digital change in all areas of the sector, with focus on rapid implementations that maintain business continuity and connect people and processes. A key area for immediate investment is agent enablement, made possible by Microsoft Dynamics and the Power Platform.

The enabled agent: driving customer engagement in Financial Services

Enabled agents aren’t an especially new strategy in Financial Services. Retail banks adopted first-stage iterations of omnichannel agent enablement early, as a strategic customer experience differentiator. With the concept proven and covid-19 driving at pace adoption, business banking, insurers and investment banks are fast realising the value of connected communications and unified data infrastructures.

Eight key features of enabled, connected agents in Financial Services

  1. The human touch: live agents

Previously the frontline of customer contact, live service agents remain a precious commodity in Financial Services. Growth in automation and unified data centres makes managing their routine daily tasks easier to complete, leaving these teams free to concentrate on higher value customer interactions. Whether resolving high touch queries or assisting through difficult decision making processes, live agents can transition prospects through a sale, connect customers to compliance automations, direct to Power Apps Portals to self-serve or offer digital document sign functionality.

This human touch where required builds trust and loyalty and delivers meaningful customer experiences. Recent Accenture research indicates that 71% of respondents’ value being able to raise a complaint to a human advisor. Nearly a third of those surveyed found specialist mortgage advice important. One fifth wanted access to other specialist advisors via videoconferencing.

Constantly evolving capabilities make all of this possible. For example, Microsoft Teams and the Power Platform can connect advisors and customers in digital meeting rooms, removing the need for bricks and mortar meeting space.

  1. Bot and AI supported journeys: virtual agents

Virtual Agents are the new frontline of customer service. Where live agents are customer advocates, provide emotionally intelligent services and build loyalty in Financial Services, Virtual Agents can provide a first point of contact for low touch customer queries and 24/7 self-service, reducing pressure on the contact centre. Connected to customer data, FAQs and knowledge bases, bots and Virtual Agents can provide accurate information, report on sentiment and leverage AI insights.

Blended emotional and artificial intelligence doesn’t just provide productivity gains and cost savings, it maximises resources. It ensures customers can access the services they need, at the right time, on the platform of their choice. With people and AI utilising the same data and knowledge sources, service levels and information shared remain consistent and correct at each touchpoint.

  1. Centralised knowledge bases: authoritative agents

Unified web content, helpdesks and knowledge centres are the beating heart of agent enablement. Leverage with AI insights, self-serve and process automations to deliver outstanding service. Instead of laborious and complex financial product and service training, focus agent training on the basics first and how to curate live and compliant source materials, product information and playbooks.

This knowledgebase content can be surfaced through one unified interface, produced and version controlled between the relevant product, marketing and risk teams. Customer queries can be resolved fast by enabled agents – live or virtual – and also accessed in self-service portals or online. Live agents and managers can be confident that they’re providing accurate information in every transaction. Customers benefit from consistent experiences and 24/7 access to accurate information across all channels.

  1. Educate and inform: empowered agents, empowering customers

Access to this wealth of financial product and service information integrated with AI insights, sentiment analysis and next best action guidance educates and informs customers. Enabled agents are empowered to provide the financial information customers need, when they need it on the appropriate channel. Financial literacy, inclusion and well-being are particularly nice side-benefits of increased access to such information. Customers are empowered by the ability to research or self-serve the content they require, 24/7 and make informed financial decisions. The business benefits from a rich sales pipeline, even before the customer has spoken to a seller.

  1. Single customer view: all seeing agents

Enabled agents help service customers and facilitate a people-centric organisation. Access to unified real time data unlocks valuable insights and powers hyper-personal customer experiences. Unify these rich insights across the full range of channels to get a live, 360-degree single customer view. Predict needs and behaviours based on historical transaction data, channel preferences, product enquiries and renewal dates to maximise customer lifetime value. Augment the system to meet your needs with Power Automate and get rich reports with Power BI.

  1. Meet customers where they are: social agents

Ever-growing numbers of Banks, FinTechs and Insurers offer in-app communications on private social channels like Messenger and Whatsapp, whilst public-facing social media is an extremely valuable service tool. Microsoft Cognitive Services enables agents to monitor sentiment towards financial products, service levels and brand and respond proactively where appropriate to manage customer satisfaction or resolve small fires before they reach crisis level.

  1. Income generation: sales agents

Enabled service agents can feed the sales pipeline by identifying opportunity and following machine learning and AI-driven next best actions to meet customer live needs. Cross-departmental single customer view and connectivity allows enabled agents to make smart recommendations, complete transactions or hand over to experienced sellers to pick up the lead.

  1. Have it your way: omnichannel agents

Cross-channel customer engagement isn’t a nice to have in Financial Services 2020, it’s minimum service level. Enabled Financial Service agents are set up to transact and interact with customers across voice, email, chat, bot, in-app, social, portal and other self-serve channels. Omnichannel for Customer Service supports an always-on customer experience, treating each customer journey as a single transaction made up of a series of multi-channel interactions in the full customer environment. See the tools in action in the video below.

About Redspire and the Microsoft partnership

Redspire are a CRM Consultancy and Microsoft Gold Partner, specialising in Dynamics 365 and The Power Platform. We partner with the UK’s leading Financial Services organisations to lead them through powerful digital transformation, improved operations and process automation with CRM and Microsoft’s suite of business applications. The Redspire team of solutions architects, consultants, developers and support professionals are all Microsoft accredited with specialist knowledge on the tools and solutions limitless capabilities. We’re driven creating impactful business outcomes for our clients, not just system and embedding the technology within your teams for enhanced user adoption. For more information on Agent Enablement, watch the on-demand Customer Service webinar with Iain Kennedy or get in touch with us on 0845 226 8170 or email us at info@redspire.co.uk.

2 min read

How to ensure Insurance business continuity between insurance brokers and underwriters during the global health crisis

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Ensure vital communications and business as usual between insurance underwriters and brokers, whilst displaced from in-person meeting spaces and financial district box systems throughout the global health crisis.

Ensure Insurance business continuity

During the Covid-19 pandemic, it’s vital that essential insurance services continue business as usual. Lockdown has closed meeting hubs and box systems like those at Lloyd’s of London, where insurance brokers and underwriters traditionally meet to discuss risk and manage deals.

This displacement has led to inefficient communication across disparate channels and is causing needless missed opportunity.

A virtual hub to schedule, meet, negotiate and close

Microsoft and Redspire have mobilised quickly to digitalise this process with Power Apps Portals, Power Automate and Microsoft Teams. These solutions help both underwriters and brokers manage time and unify communications whilst teams work remotely, across one easy to adopt bizapps process. A secure, quick implementation application has been created to:

  • Direct all users to an established process
  • Connect disparate brokers and underwriters
  • Allow underwriters to set their availability
  • Let brokers schedule time with underwriters
  • Provide secure virtual meeting hubs

These tools and technologies and their benefits include:

Power Apps Portals

  • build apps and self-service scheduling portals, fast
  • create an established process to unify insurance users
  • set underwriter availability with Microsoft 365 integration
  • allows brokers to book or update underwriter timeslots
  • log deal information, set agendas and update remotely
  • connect to wider workflows

Power Automate

  • connect disparate stages of the Portal user journey
  • connect disparate users, departments and organisations
  • unify operations & automates business process flows
  • send notifications to daily calendar
  • posts agenda to Teams meeting spaces
  • limitless enhancement opportunities as users needs grow

Teams

  • a secure virtual collaboration hub to connect users
  • voice, video-calling or chat communications
  • meeting recording capabilities
  • white board and screen-sharing capabilities
  • real time document collaboration
  • tools help ensure user privacy while working remotely

About Redspire

Redspire have particularly strong capabilities in Banking and Financial Services, FMCG, Government, and Third Sector and have worked on the biggest operational challenges facing these industries today. From Small Business Banking improvements at CYBG, client and stakeholder engagement at Money and Pensions Service, our expertise in Dynamics 365 Power Platform helps our clients unify operations quickly, and deliver transformation projects that solve immediate business pain.

Next steps for support  

Secure data infrastructures and unified operations between brokers and underwriters has never been more important as we navigate the unfolding global health crisis. This is the time for rapid implementation to ensure business continuity and connect disparate teams.

The solutions outlined can be deployed at pace over just a few days to make sure your client needs are met and opportunity isn’t wasted. For more information, download the insurance ops briefing, call Redspire today on 0845 226 8170 or email on info@redspire.co.uk.

6 min read

Digitising Data in Insurance

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In today’s digital-first world, our way of life is constantly evolving. How each of us is connected to each other, the companies we use, the goods and services we procure and how they’re delivered to us today looks very different to the digital landscape of just a year or two ago.

Despite a cautious approach in the early days of digital transformation, digitising data in insurance is well underway. As with the wider Financial Services sector, insurance is in a process of on-going, accelerated change, and it’s steering how the c-suite approach operations and policyholder service delivery. As insurance goes digital, competition for customer spend and attention is fierce, bringing opportunity to differentiate on brand proposition, service and experience. The onus isn’t just on attracting and retaining customers, it’s on ensuring a unified experiences across the entire portfolio.

Recent research by Microsoft has shows that 76 per cent of customers and prospects have researched your website or done a web search on their query, before they make contact with an insurer. Bruce McKee, financial services industry manager at Microsoft UK says: “By the time they’re on the phone, they already know a lot about the products they want so they’re likely to ask more difficult questions and expect increasing levels of expertise from staff.”

For your insurance business to not just survive but truly thrive, the c-suite are encouraged to focus energies and investment on building CRM driven service and operations. Create a digital-first culture, implement new technologies that drive meaningful interaction to truly transform the systems and processes that drive employee, intermediary and customer engagement. To find out more, read our Digital Insurer white paper today, watch our Digital Transformation in Insurance video series, or sign up for our Digitising Data in Insurance blog series, direct to your inbox.

  1. Deliver omni -channel user experiences via a customer centric CRM to gain competitive advantage and drive long-term customer and agent loyalty

When you place your insurance customers at the heart of an interactive business ecosystem, where they can contact you on their channel of choice, as and when they choose, with a unified cross-channel response and real time knowledge and understanding of their needs and issues; you create an immersive sales and service environment that engages. Customer experiences that can’t fail to stick.

Microsoft’s suite of business application tools are delivering these experiences in the insurance sector. Microsoft Dynamics 365 unifies insurance customer data in real time and integrates with tools like Unified Service Desk, Power BI and PowerApps to help build communication networks that drive sales, inspire loyalty, encourage satisfaction and increase customer lifetime value. Digital self-service via low and no code apps, developed rapidly in-house increases team productivity whilst empowering the customer to transact on their own terms, often without ever needing to engage with an agent.

Additionally, the data insights leveraged across these communication tools, from agent channels and customer portals, to mobile, social and web interactions build an invaluable 360-degree view of your customer and their needs. Predicative AI and relationship insights tools support by taking the guesswork out what of your customer needs and next step actions are. When those insights are available to your people, customers are provided with pro-active consultative support and sales conversations land with razor sharp precision.

Looking at the claims process, that single version of the truth and the productivity tools of Dynamics 365, Unified Service Desk and O365 can speed up the claims process, allowing remote assessment, works management and completion, often without the need for loss adjuster visits.

  1. Creating digital workplaces that empower relationships and service excellence

End user customers aren’t the only winners of a unified data system. Unlike other financial networks, in insurance the eco-system contains third party agents and intermediaries that often aren’t directly employed by the firm. Building loyalty and delivering smooth operations to these stakeholders and third parties is imperative to the bottom line.

That interconnectivity of the business, agents and policyholders can be achieved with bespoke portals that feed in directly to the Microsoft Dynamics 365 CRM, connecting household data and documents with the correct product and service at the right price point.

It goes without saying that ease of service is under serious scrutiny at this point in the sale. With customers often talking to a number of insurers, both price and experience are key differentiators. Additionally, intermediaries will naturally steer towards the platforms that provide them with great accessibility and experience and the ability to sell, connect and close quicker.

Unified communication via handheld devices, easy access to product and service information, forms and eSign capabilities that connect product, agent, system and customer can replace a laptop or desktop without compromising on service levels. On an access as required status that secures sensitive customer data.

  1. Providing accurate real-time insights

Real time insights provided by Dynamics 365 allows you to unify all of your customer data, applications, claims and complaints into one easily accessible system. With Dynamics data insights you can better understand customers, accelerate applications and decisions; create personalised insurance offers; gain a 360-degree view of internal and external data, predict customer needs and provide custom solutions.

With constant advances in the tech and new bi-annual releases, teams can progress action and help when there is trouble, automate processes and augment human ingenuity with AI and cognitive capabilities to meet customers where they are.

For call centre staff, access to these insights and unified service data help provide a pro-active service to consumers who are informed and often quite far down a sales pipeline via their own personal research. Microsoft Unified Service Desk collates data from the legacy sources and knowledge materials that help agents answer tricky questions and fulfil customer needs. Data insights impact all areas of customer delivery and improve profitability. Eradicating ageing systems and disparate silos also helps reduce over and under pricing and monitor fraud, depreciating trends and unnecessary claims payouts that are impacting your bottom line.

Digital disruption and transformation is in motion from the top down, and across the financial services and insurance sector, everything is to play for. From new market entrants to established High Street names, insurance firms globally are rapidly accelerating and shape shifting into highly focused, strategically planned, modern and agile institutions.

Microsoft Dynamics 365 and the wider Microsoft ecosystem is steering differentiated customer journeys and operational success. In a rapidly evolving business environment where the strongest and most innovation hungry institutions will thrive and survive, the question is: ‘How does your organisation’s digital strategy stack up?’

At Redspire, when we partner with you, we become your dedicated Dynamics partner throughout your whole improvement journey. We have particularly strong capabilities in Financial Services, FMCG, Government, and Third Sector and we have worked on the biggest operational challenges facing these industries today. From Small Business Banking improvements at CYBG, client and stakeholder engagement at Money and Pensions Service and our expertise in Dynamics 365 and the wider Microsoft ecosystem within insurance firms like Ellipse, Saffron and The Judge, we help our clients achieve operational excellence and project delivery that promises return on investment.

Want to find out more? Download The Digital Insurer white paper today. If you’re ready to chat, contact us on 0845 226 8170 or email us at info@redspire.co.uk. We’ll get back to you right away.

7 min read

Five signs that your business has outgrown its current CRM system

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When it comes to organisational change and digital innovation, if it’s not broke, don’t fix it isn’t the best philosophy to lead with. With business applications and integrations constantly evolving and digital-readiness driving organisational effectiveness, the top performers in business are constantly innovating not laggard. When you consider smart, AI-connected households, the Internet of Things and in-phone GPS, it’s easy to see that today’s cutting-edge business technology is tomorrow’s mass-produced household necessity.

CRM technology is moving at lightning speed and system capabilities are rapidly evolving. Whilst it may seem more prudent to squeeze every last drop of value out of existing tech and adapt your evolving people and processes to your legacy system, the opposite is often true. If you’re coming up against some of the most common challenges, it may be time for a new CRM system. If you’re lacking value and efficiencies from your existing solution, investing in a well-deployed, company-wide implementation will be well worth the financial, time and resource investment.

Here, we’ve curated the top red flags that your business has outgrown its current CRM system. If any of them resonate, it’s time to start considering a new system and sourcing a new CRM partner.

  1. Your CRM system has limited growth potential  

Whether you’re scaling up from a smaller team with growing CRM requirements or are a large established business building a more robust digital infrastructure, if your current CRM system isn’t able to adapt to your changing operational needs, now is the time to look for a new CRM partner.

A legacy CRM that doesn’t support new functionality, integrations and advanced tools is an unsustainable foundation on which to build an adaptable, future-ready digital infrastructure. Microsoft Dynamics 365 for example, is fully customisable to support and unify your legacy and extended CRM use cases. Dynamics also uses universal web standards that make it easy to customise and extend the platform to meet ever-changing business needs, and integrates neatly not just with the full Microsoft stack, but all sorts of business applications and technologies.

With an outdated CRM however, data standards and methodologies decline, functionality reduces and integrations with the very latest cross-business technologies become almost impossible.

  1. Your CRM isn’t accessible on-the-go, in the cloud

The modern workplace is changing. Teams work remotely, on-the-go, across global disparate locations. If your people can’t access your CRM system on the road via mobiles and other handheld devices then data accuracy, real-time knowledge sharing, sales opportunity and team collaboration is compromised. Your CRM system should be the go-to-source for everyone in the business for real-time data, knowledge sharing and reporting. From sales to the CEO, the CRM allows every member of the team to perform effectively

Microsoft Dynamics 365 online can be used anywhere with a Wi-Fi signal, at any time on any device. Teams are always connected and able to access the workflows, systems and processes that make their day to day tasks more manageable, whether they’re in the office, or on the road. If they can’t, it’s time to look at a new system.

  1.       Your CRM system doesn’t unify departments 

If you have cross-departmental teams who are working with valuable files and data sets in information silos, then your business is losing opportunities daily. Your people are undoubtedly spending hours of unproductive administration time each day on tedious tasks that could be automated easily with a fit-for-purpose CRM.

What should an effective CRM system look like as we head towards 2020? A solution like Microsoft Dynamics is a suite of end-to-end suite of business applications that manage all aspects of your business. If your departments aren’t sharing their real-time data, then your customer journey and experience will be challenging not just for the end customer but your employees too.

From managing lead generation and qualifying prospects, right through to service delivery, compliance management, finance and operations and reporting, a fully unified CRM drives effective business performance and returns on ROI from the outset. Unify your data and connect your teams with a fit-for-purpose CRM and watch customer experience scores, customer satisfaction levels, employee satisfaction, team productivity and sales soar.

  1. Your current CRM has poor user adoption 

Poor CRM adoption happens for several reasons, the biggest being a lack of user adoption training at the time of installation. With little vendor support in embedding the technology with your users and designated super users, teams are left to decipher complex functionality on their own and never really scratching the surface of what the technology can do as they struggle to deliver their day to day tasks.

CRM today isn’t a plug and play database. Tools like Dynamics 365 are sophisticated platforms that drive multi-million-pound digital business operations. If initial in-depth training and new employee on-boarding processes have been poorly established, your CRM is unlikely to be fulfilling its potential or had update and upgrade schedules met, nor made use of expansion opportunities.

When you do decide to look at a new CRM, choosing a CRM partner who offers in-depth user adoption training and support should be a big part of your selection process.

  1. Your CRM is unreliable or out of support 

If you’re spending more and more time on IT support calls or creating costly fixes and workarounds to repair constantly repeating problems, productivity and output will be the first thing to take a dive. With team morale not far behind. In the modern workplace, teams have such huge pressure to deliver on their measurable objectives, It’s vital to provide them with the functioning tools they need to produce results instead of limiting their productivity with poorly performing technology.

Similarly, if your current CRM is out of mainstream support, in-house IT teams will struggle to maximise performance and your systems and processes are at risk of non-compliant data management and control. This is one of the most important red flags to address as soon as you possibly can, particularly with General Data Protection Regulation (GDPR) and ever-increasing data compliance and controls. Microsoft Dynamics allows you to house your data controls within the CRM system and do real-time risk assessments to meet these complex compliance obligations. A GDPR ready CRM will help you avoid data breaches but also reduce the cost and burden of obtaining, signing and digitally storing relevant data and paperwork. If your current system doesn’t offer these time, money and productivity saving tools, it’s time to look at new CRM systems.

Diagnosis: time for a new CRM? 

If you’ve ticked one or more of the warning signs above, it’s time to start exploring a new CRM. Look at the vendors and partners who work in your vertical, explore the solutions on the market and start thinking about the functionality you’ll need to maximise operations. Interview a few potential partners and get a feel for their approach.

At Redspire, we can help you implement and customise your Microsoft Dynamics 365 CRM and importantly, embed it firmly within the organisation with robust user adoption training.

For more information on CRM implementation success, watch our short webinar replay. If you’d like to discuss your project, call our experienced consultants on 0845 226 8170 or email on info@redspire.co.uk, regardless of how far along the process you are. We love to talk about CRM and Dynamics, and we love to help our clients revolutionise how they do business.

8 min read

The Digital Insurer: Top 10 Microsoft Dynamics tools and integrations that every Board level insurer should know about

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With online retailer Amazon famously releasing new functionality to its website every eleven seconds, it’s clear that continuous technological change is at the heart of customer service and experience. Regardless of the space you operate in, keeping pace digitally is vital to keep customer satisfaction high.

In insurance, the Board and c-suite are under increasing pressure to keep up. And not just with the current tech driving customer satisfaction, but also the change-making tech looming on the horizon. Customer demand coupled with cost pressures and the needs to provide a modern technology-led workplace to executives and third party intermediaries creates an insurance workplace that requires a robust technology strategy. Insurers who will succeed will have an appetite for continus innovation and change that goes far beyond simple lead nurture and risk management.

Thankfully, Microsoft have worked hard to enable insurance firms of all shapes, sizes and budgets to keep pace. The tech giant has created a range of fully integrated solutions and tools that provide increased collaboration and productivity from teams and intermediaries. All alongside the ability to map and enhance business processes and drive continuous improvement and automation.

Microsoft Dynamics 365 and the Power Platform include a range of bolt-on technologies that unify data, tech and people. These transformative tools enhance all aspects of the insurance business and enable a 24/7 customer experience that sticks.

Read on for just a few of the key tools that are evolving the digital insurance space. For more information of the new and emerging technologies we’re deploying via our partnerships with the UK’s leading insurers, download our Digital Insurer white paper, watch our video series or sign up for our up and coming detailed blogs series on the individual tools below, direct to your inbox.

  1. Customer Service Insights: enhanced service and reduced costs

With AI and data driven customer service insights, the customer journey from on-boarding to reporting a claim and case management is set up to cater to the customer’s every need. Set 24/7 communication choices to suit customer preferences via Apps, Portals, data-driven Bots and seamless email processes straight into CRM. Your team’s productivity is improved, whilst being available for heavier touch contact when required. With agents accessing the same real-time data, your customers will receive consistent service levels. Decreasing CSAT scores monitoring,

SLA monitoring and enhanced business intelligence dashboards that identify trending call centre activity, means that you’re always on top of any potential issues before they get out of hand. And you can even quickly configure and deploy simple bot activity to resolve issues, whilst measuring individual or collective customer sentiment via cognitive services. Delivering on your customer’s needs and resolving claims and complaints effectively and in a timely manner creates that emotional connection that drives much sought after brand loyalty.

  1. Sharepoint Online: secure, regulatory compliant document storage

With the insurance sector processing millions of auditable pieces of data each day, it’s essential to have a safe, secure space to house these digital paper trails. With risk and data protection and GDPR regulation at front of mind, Microsoft recently enhanced its document storage offering. Sharepoint Online uses AI to identify sensitive information, encrypt where required and watermark and categorise documents. Integrating neatly into Dynamics 365, the application and claims process all sits within the secure Microsoft framework, benefitting from world-class security and classifications immediately.

  1. Relationship insights: Close deals and manage relationships with AI

Microsoft Relationship Insights builds strong relationships not just between customers and relationship managers, but also helping drive productive, effective networks between insurance teams, stakeholders, intermediaries and brokers. Going far beyond nurturing and close deals, the AI that’s housed within the CRM and email systems analyses and highlights trends and sentiment for appropriate action. Additionally, the user is served reminders on next steps required without having to manually set tasks or create events, enhancing productivity and ensuring no opportunities are missed.

  1. Office 365: Seamless productivity and team building business applications

With brokers in the field working directly with agents in call centres across disparate geographical locations, staying connected is vital. Office 365 combines office tools like Excel, Word and Outlook Exchange and introduces new, innovative productivity tools like Microsoft Teams. Teams provides a full collaboration space for online meetings, phone calls, video conferencing, document sharing, screen sharing and so much more. Easy to use across all devices, and integrated with rich data application Delve and the Dynamics 365 CRM, Office 365 is a much under-utilised tool in the insurance space. Yet it’s one our clients are seeing huge productivity value and benefits from once we steer them towards using to it’s full capability.

  1. Sales Navigator: social selling that turns relationships into sales

Get rich insight into your current and potential clients and the broker network by connecting Dynamics 365 to your LinkedIn account. When Microsoft purchased LinkedIn for $26billion, they combined the winning formula of Dynamics 365 and Sales Navigator to help Relationship Managers create warm connections and close deals faster. With huge success in Financial Services, the insurance sector should follow suit to differentiate, accelerate relationships, increase deal sizes and improve win rates.

  1. PowerApps: Putting business applications processes in your development team’s hands

Our top pick for the future and some exciting new features coming in the next wave. PowerApps is relatively new to market but revolutionising app development within the insurance and financial services space. With PowerApps, in-house developers can bring task-driven mobile apps and model-driven data apps to market as soon as they need, greatly reducing development time to market as well as partner development costs. Our clients are using PowerApps in the field to allow loss adjusters or even customer self-reporting of claims, with the capability to upload photos of damaged assets direct to CRM for attention via a simple, secure, bespoke built app. Claims can be validated quickly and efficiently, increasing customer satisfaction.

Many insurers are also using model driven apps to manage compliance and underwriting processes, connecting with tools like Flow to build out the entire process as a seamless extension of the Dynamics CRM.

  1. Marketing Insights: AI powered insights

Understand what your customers feel about your products and services, the claims process and your brand with Marketing Insights. Insurance services can be emotive, as you hold the security of people’s homes, cars and travel, or in commercial insurance, high value sums and risk in your hands. Marketing insights pulls the sentiment from your own online mentions, allowing you to take action and shape shape future service levels and marketing activity. Track what competitors are up to too, cut through the noise of what doesn’t interest you and find out what’s trending in insurance at the click of a button.

  1. Adobe Sign: digital document share and sign that closes more deals, faster.

One of the biggest tech giant partnerships of recent times, Microsoft and Adobe joined forces to collaborate on Marketing Cloud and Adobe Sign, increasing lead quality and quote volume and speeding up insurance customer on-boarding. Integrating fully into Dynamics 365, Dynamics can feed new and cross-sell insurance customer data from the CRM. Create, prepare and share digital documents for signing in seconds, rather than days or often weeks before they were returned. Conversions are improved, drop off reduces and customers benefit from a slick digital service and insurance coverage as and when they need it.

  1. Power BI: Enhanced Business Intelligence, visualised

Gartner’s top performing BI tool for the 13th year running, Power BI is the best way to understand what the data you hold on your clients, broker performance and teams actually means in the here and now. Part of the Power Platform, turn insights into action and data led decision-making across every department, from relationship management to risk and compliance, when you combine PowerApps, Power BI, and Microsoft Flow.

  1. Portals: safe are secure self-serve communication with great impact on ROI

Reduce costs and increase productivity and experience by connecting to your partners or customers to the business via bespoke build, secure data-sharing portals. Manage your broker relationships, share insights or information on claims, policies, renewals and customers.

Adapting to the ever-changing digital landscape in insurance

As with the wider Financial Services sector, insurance is in a process of on-going, accelerated change, and it’s steering how the c-suite approach operations and policyholder service delivery. As insurance goes digital, competition for customer spend and attention is fierce, bringing opportunity to differentiate on brand proposition, service and experience. The onus isn’t just on attracting and retaining customers, it’s on ensuring a unified experiences across the entire portfolio.

The cost of not keeping up with the new technologies driving change? Your digital strategy could veer off in the wrong direction or you could rule out initiatives that could be executed in your business quicker and at a lower cost than what you think. Advancing InsureTech is providing innovation hungry transformation teams with the opportunity to breathe life into an evolving sector and engage and deliver slick user experiences like never. To find out more, download The Digital Insurer white paper today or contact us on 0845 226 8170 or email us at info@redspire.co.uk.

1 min read

Redspire shortlisted for Financial Technology Partner of the Year Award

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Redspire has been shortlisted for the Financial Services Technology Partner of the Year Award at this year’s Scottish Financial Technology Awards, in collaboration with DIGIT.

The shortlisting celebrates Redspire’s commitment to innovation and transformation in the sector. Our partnerships with some of the UK’s biggest financial brands and customer-facing Government financial organisations have led them through radical digital transformation and business improvement projects, revolutionising how they do business and connect with customers.

DIGIT’s Scottish Financial Technology Awards

The Scottish Financial Technology Awards are designed to recognise effort, innovation, and impact. The judging process looking to acknowledge exceptional accomplishments, invention and improvement and reward individuals and organisations that are making a difference to frontline customers and industry progress, as well as those making valuable contributions beyond the sector and into the wider community.

The winner will be announced at the Scottish Financial Technology Awards which take place on September 25th, 2019 at the Sheraton Grand in Edinburgh.

The Redspire management team is proud of our hard-working teams and excited to be selected in such a prestigious category. Thanks to DIGIT and the Scottish Financial Technology Award team for selecting us. We’re looking awards ceremony to celebrate the incredible FinTech industry in Scotland and look forward to seeing you there!

About Redspire

Specialising in Dynamics 365 and the limitless integrations of world-class Microsoft’s Power Platform technologies, Redspire solve organisational business pain, improve operations and create a unified digital eco-system that can be constantly enhanced or improved as digital evolves.

With particularly strong capabilities in Financial Services, FMCG, Government and Third Sector, when we work with you, we become your dedicated Dynamics partner. Our client base includes Money and Pension Service, AIG Group, RPMI, Clydesdale and Yorkshire Banking Group (CYBG) and GroupM.

7 min read

Top five benefits of upgrading and migrating to Cloud CRM in Banking and Financial Services

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The financial services sector is under growing pressure to meet ever-increasing compliance and regulation whilst delivering data-centric, customer-first experiences. Digitally switched on audiences from data-aware millennials to silver-surfing baby boomers are riding the digital wave and their expectations from Banks and Insurance providers are high. In touch with the innovations, apps and tools that help manage their money, check on the financial health and make transacting seamless and hassle-free both at home or on the go, consumers are hungry for the same sort of one-click services they’ve come to expect from digital giants like Apple, Amazon and PayPal.

Cloud-native banking and insurance

It’s clear that tech-tonic shifts are taking place in the sector, fed by this consumer demand and driven by accelerated advances in tech, in the form of AI, the cloud, advancing fintech and robotics. To keep up with these rapid-fire advances and meet regulatory compliance frameworks, upgrading and migrating existing CRM to clever and intuitive cloud based solutions like Microsoft Dynamics has been identified as the biggest game-changer for Financial Services. Slower early adopters of cloud technologies than other industries, the sector is now embracing the clear benefits of migrating services from on-premise to cloud CRM, making data work harder and smarter.

This year, Fujitsu says that in banking the focus should be on completing the move towards being cloud-native, whilst insurance sectors should take advantage of open APIs and the Internet of Things within their operational models. Pascal Huijbers, Chief Technology Officer Financial Services EMEIA at Fujitsu, says:

Banks were among the first organisations to take the digital transformation agenda seriously, realising the danger to their core business, or even their very existence, if they failed to respond to the threat of disruption from new entrants. Insurance companies are also responding with imaginative new initiatives in areas such as IoT. This year, the banks’ agenda is about driving away from expensive legacy technology and towards becoming cloud native, with all the implications that holds for agility, innovation and cost efficiency.

Cloud CRM or on-premise CRM

At it’s most basic level, on premise solutions are hosted locally on your organisations in-house computers and servers. Cloud software is hosted on the vendors’ servers, accessible via web browsers like Bing, Google etc. Accessibility isn’t the only consideration however when upgrading to cloud CRM or comparing and deciding upon upgrading to Cloud CRM over on-premise. Other factors to consider including software ownership, the cost of software and hardware, updates, support and security.

At Redspire, we have a proven track record upgrading and migrating disparate on-premise legacy or out of support systems to innovation ready cloud-deployed solutions. Here’s our top five benefits of upgrading to Cloud CRM and other cloud technologies.

1. Optimised budgets

When you upgrade to a cloud CRM like Microsoft Dynamics 365, it removes the need for costly IT infrastructure. With reduced needs for capital outlay, servers and equipment, organisations benefit from short and longer term return on investment. Redspire recently partnered with Money and Pensions Services (formerly the Money Advice Service) to upgrade and migrate to Dynamics 365 online. Transforming both customer facing and third party stakeholder operations, the deployment significantly reduced hardware costs, software upgrade costs and timescales, and incorporated support and fix costs for both the system and the hardware.

2. World-class, data compliant security

Mass service outage or even personal user downtime in service accessibility has a massive impact on day to day consumer convenience. Yet security breaches aren’t just an inconvenience to your customers in financial services. They can seriously damage consumer trust as well as their financial wellbeing and data security, as evidenced by the recent TSB security breach and subsequent disruption to services that cost the firm 16,000 customers.

The access and world-class security provided by Microsoft’s cloud technologies are some of the tightest, most secure and compliant security structures available today, and fully optimised to meet PSD2 (Payment Services Directive 2) and GDPR (General Data Protection Regulation) regulations. Connections between Microsoft data centres and end users are encrypted, and public endpoints secured using industry-standard TLS. Additionally, Microsoft review and authenticate over some 40 trillion logins per day. Threats and cyber hacks are managed by Microsoft’s Cyber Defence Operations Centre, which brings together security response experts from across the company to help protect, detect, and respond to threats in real-time. Microsoft’s annual investment in security, data protection, and risk management exceeds over a billion US dollars. Long story short? Your data is safer in the cloud than it is in your back office.

3. Innovation ready with automated updates and constant access to new features

An outdated, unfit for purpose CRM is one of the biggest obstacles to digital innovation and hampers customer engagement and success. Sound data delivered via adaptable technology is the foundation of efficient, exciting customer experience, making it easier to provide the innovative products and services that your banking and insurance customers crave. Cloud technologies are a clear winner over on-premise systems in this respect as they’re constantly updating to the latest and greatest version for all of your people, from branch level and field agents to senior directors. With Microsoft Dynamics 365, automated updates mean you’re always working on the latest version with continuous access to the latest cross-platform and cross-departmental features like integrated web portals, mobile apps and innovations in AI like Customer Service chatbots etc.

April 2019 was a key milestone for Dynamics 365, with all customers updated to the latest version. This release included three brand new Dynamics AI applications that deliver immersive customer experiences, excellent behavioural insights and add useful business controls in security, risk and compliance.

4. Productive teams and engaged employees

Cloud based CRM is the key to delivering differentiated consumer experiences in banking. Real time cross business data updates and a single customer view drive personalisation at a granular level by connect your braches, field staff, call centres and third party providers with the technology, rich data and insights your people you need to provide incredible experiences. Forrester’s Total Economic Impact™ study on Dynamics 365 for Customer Service 2018 indicated that the solution increases banking call centre staff efficiency by 15%, to a value of £4.56million across three years. Customers remain loyal, have better product and service uptake and have increased lifetime value when their needs are met. Employees are empowered with the tools to deliver best practice, show increased loyalty and have higher workplace satisfaction, whilst IT professionals benefit from agility of the solution, and are able to roll out innovation faster. Cloud CRM ensures that banking teams run like well-oiled machines.

Kate Leggett, VP and Principal Analyst, Forrester Research: “As they move to the cloud, companies can leverage cloud technologies and deliver these differentiated experiences. Cloud CRM deployments give you faster time to value.”

5. Cross business accessibility

With 24 hour a day, seven days a week access to banking and financial services the norm, and the move away from office based 9 to 5 roles, cloud CRM supports both customers and teams by giving them access to service functionality as and when they need it. Dynamics 365 is accessible to colleagues on any device with an internet connection. On-the-go employees are able to capture and share the same real time insights as desk-bound teams and even collaborate with with teammates and customers as they travel via an in-system common interface, giving them the tools and insights that increase employee engagement, drive customer satisfaction and deliver the strategic company vision.

Microsoft Dynamics 365 is next-generation business management and digital transformation system that unifies ERP, CRM and business intelligence into one slick application that can be uniquely tailored to your business needs. Blending people, culture and technology, it feeds all areas of the financial services business from day to day frontline branch operations to boardroom vision and strategy, whist allowing IT teams to innovate new initiatives instead of problem solve day to day. For more information on improving the digital transformation strategy to grow alongside your business, get in touch with Redspire today, or check our one of our free upcoming webinars, including “The benefits of migrating your CRM to the cloud”.

5 min read

Heal your business pain with Dynamics QuickStart CRM

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When it comes to business pain, at Redspire we’ve seen it all. And help our clients UK-wide solve theirs, via our Dynamics QuickStart CRM package or phased CRM implementation.

As one of the UK’s leading CRM consultancies, we are experts in resolving the digital and data pain points that all businesses face.

Our client base share similar internal challenges, but we understand that the internal approach to resolving them may vary from business to business. Time constraints, changeable budgets and operational capacity all impact the ability to undertake a CRM implementation project, even when it’s badly needed.

That doesn’t change the fact that we are living through the 4th Industrial Revolution. Consumer expectations are at their highest, radically transforming the way businesses interact when they sell, promote and provide service. In this digital age, personalisation and customer connectivity are a fundamental business priority. And the only way to achieve them is with a fit for purpose CRM system that will unify data, streamline processes and improve productivity.

Introducing Dynamics QuickStart CRM…

Dynamics QuickStart CRM is a fixed scope, fast implementation of Microsoft Dynamics 365, built to fit your business need, type and budget. Implement a new CRM, upgrade a current CRM or entirely replace your existing system fast, for maximum impact and little business disruption.

Perfect for busy businesses who want quick improvements and results, and suitable for all organisations of all shapes and sizes – from Banking and Financial Services to Manufacturing, Government and the Public Sector – QuickStart CRM from Redspire is a quick and simple CRM solution that delivers immediate results.

If you’ve heard your c-suite leaders and department heads make any of the following statements, your business will benefit from Dynamics QuickStart CRM…

PAIN POINT 1: “There’s no single version of the truth!”

Also known as the right hand doesn’t know what the left hand is doing.

It’s surprising just how many large multi-national businesses are operating with outdated data silos and no single view of their customer across various departments. Which begs the question, how can you understand your customer, predict sales propensity and provide great service, if you can’t view their interactions with your business holistically?

If your customer, sales and service data sit on multiple databases and spreadsheets, you’re undoubtedly only skimming the surface of your sales capabilities. Whilst delivering poor service to your client base. Yet you can optimise operations fast with Dynamics QuickStart CRM. Your teams and your bottom line will benefit from a single customer view that accelerates sales, personalises service and increases customer engagement.

PAIN POINT 2: “What are the salespeople doing?!”

Also known as the boss is getting twitchy because there’s no visibility of what the moneymakers are up to.

Digitally optimised workplaces and effective data and pipeline management have been proven to make teams much more productive. Yet workforces often resist the serious benefits of a transparent CRM system for fear of big brother watching, measuring their performance and finding it lacking.

With a collaborative, visible pipeline, the improvements to the workforce, customer and management are immeasurable. Put your hands on real time reports with ease, review an up-to-the-minute pipeline status and automate business reports at the click of a button with Dynamics QuickStart CRM

PAIN POINT 3 : “Excellent – sales are up…but where are they coming from?”

Also know as winging the sales process rather than using an evidence-based approach

If you aren’t tracking customer buying patterns, sourcing lead traffic and attributing your sales to marketing touchpoints, how can you understand your sweet spot? If you don’t track the customer journey and how you win or lose, you’re undoubtedly leaving money on the table. Which makes your salespeople’s lives harder and returns poor ROI from your marketing spend. Integrate Dynamics QuickStart CRM with your existing systems to see the bigger picture and find your strengths and weaknesses. And then watch your sales grow.

PAIN POINT 4: “I’m sick of the ‘them and us’ – they’re supposed to be part of the same team!”

Also known as sales and marketing blaming each instead of working towards shared goals

Despite being part of the same organisational family, with shared business goals, Sales and Marketing teams are notorious for being the warring siblings of the business world. How often are you hearing ‘what are marketing doing, there’s no leads coming through, and when they are, they’re awful!’ Or marketing complaining about lack of sourcing and poor conversions from the sales teams?

The issue is typically lack of visibility, reporting and communication. A CRM that works for all departments, tracking campaigns, leads and opportunities will encourage a positive workforce, working together with shared vision, and MI that fosters a collaborative, data-driven approach

PAIN POINT 5: “Where’s the paper trail for this complaint?!”

Also known as lack of customer information management

We’ve all endured the customer frustration of a poorly handled complaint. It’s often just as challenging for agents trying to manage customer services issues if their organisation isn’t managing data properly. Customers need to repeat themselves each time they call or email, and your employee is on the back foot from the outset, not knowing what decisions have been made previously. With QuickStart you can automate and aggregate customer service information, so that your people always have what they need to hand, when they need it.

PAIN POINT 6: “Reporting shouldn’t be this hard. Can’t we automate it?”

The simple answer is yes. And you should be! Free up your key people’s time from hand preparing reports and get them back to their day job. With QuickStart, you’ll access management information, sales, marketing and customer satisfaction reports as and when you need them, even when you’re on the go.

Ready to find out more about QuickStart CRM?

At Redspire, we specialise exclusively in Dynamics 365, helping clients across different industries – from Government to Financial Services – transform digitally. Working with world-class tools from the Microsoft universe, Dynamics integrates seamlessly with existing operations to unify whole businesses into a single, intelligent system. Get quick installation, rapid delivery and faster return on investment with Microsoft Dynamics QuickStart CRM. Read more today or get in touch for a no-obligation chat with our consultants now.