- Redspire | Microsoft Dynamics 365 CRM Specialists
- About Us
- Our Services
- Our Clients
- Microsoft Dynamics 365
- Dynamics 365 for Sales | Microsoft CRM Sales App | Redspire
- Microsoft Dynamics 365 for Customer Service
- Microsoft Dynamics 365 for Field Service
- Microsoft Dynamics 365 for Financials
- Microsoft Dynamics 365 for Marketing
- Microsoft Dynamics 365 for Operations
- Microsoft Dynamics 365 for Project Service Automation
- Microsoft Dynamics 365 Free Trial
- Resources
- Guides
- The Ultimate Guide to: Dynamics 365
- The Insurers Guide to Digital Transformation
- The Step by Step to Getting CRM Right for Insurers
- The Sales Professional’s Guide to: Microsoft Dynamics 365
- Report: What People Really Think About CRM
- The Ultimate Guide to: Using CRM for Data Driven Marketing Success
- The Ultimate Guide to: Creating Customer Centricity with CRM
- The Ultimate Guide to Why Slow User Adoption Affects 49% of CRM Projects
- The Ultimate Guide to Increasing Sales Performance | Tips & How to Improve
- The Ultimate Guide to Up-selling and Cross-selling
- The Ultimate Guide to Winning Board Support
- The Ultimate Guide to Security in The Cloud
- The Step by Step Guide to Getting CRM Right for Manufacturers
- The Manufacturing Guide to Digital Transformation
- The Step by Step Guide to Getting CRM Right – Step 1
- The Step by Step Guide to Getting CRM Right – Step 2
- The Business Guide to: Digital Transformation
- Videos
- Webinars
- Webinar: Step 1, What is CRM?
- Step 2 – What CRM Solutions are available?
- Step 3 – Essential CRM Steps for Success
- Step 4 – The Difference Between Partners & Vendors
- Step 5 – CRM Step By Step Guide
- Step 6 – Create Your Business Case
- Step 6 – Create Your Business Case
- Step 7 – Choose your Partner/Platform
- Webinar: Dynamics 365 Overview 2017
- Webinar: GDPR – Live Q&A Session
- Webinar: GDPR – How it affects you now
- Webinar: Business Processes and Workflow
- Webinar: Introduction to Dynamics 365
- Webinar: Dynamics 365 for High Volume Product and Service Marketing
- Webinar: Industry 4.0 | What does it mean for your Business?
- Webinar: Digital Transformation
- Webinar: High Value Marketing With Dynamics 365
- Webinar: Dynamics 365 for Customer Service
- Webinar: Dynamics 365 for Sales
- Webinar: Dynamics 365 Licensing Explained
- Guides
- Blog
- Contact Us
- microsoft dynamics 365
- Thank you – Events
- Round Table Event | Digital Transformation in Banking and Financial Services
- Events
- Upgrade to Dynamics 365 – Short
- Upgrade to Dynamics 365 – Long
- CASE STUDY | CYBG
- Upgrade to Dynamics 365 | Webinar | Short
- Thank you – Upgrade Workshop
- Thank you | Upgrade Workshop | Short
- Thank you | Request a Call | Long
- Thank you | Request a Call | Short
- Thank you | Upgrade Webinar | Long
- Thank you | Upgrade Webinar | Short
- Upgrade to Dynamics 365 | Request Callback
- Upgrade to Dynamics 365 | Request Callback | Short
- Upgrade to Dynamics 365 | Webinar | Long
- Upgrade to Dynamics 365 | Workshop
- Upgrade to Dynamics 365 | Workshop | Short
- Thank you | Driving Change and Meaningful Customer Engagement in Financial Services with D365
- Thank you | Driving Change and Meaningful Customer Engagement in Financial Services with D365 | PPC
- Whitepaper – The Digital Insurer
- Thank you | Dynamics 365 and the Latest Microsoft Technologies to Drive Change in Insurance | PPC
- Forrester Report | The ROI of CX Transformation
- Sectors
- Whitepaper | The Future of Banking
- Meet the Team
- Careers Old
- Careers
- Power Virtual Agent Testing
- Customer Contact Crisis Support Videos
- Banking Agent Demo
- COVID-19 Customer Contact Crisis Support
- Connecting Brokers & Underwriters During the Global Health Crisis
- Covid-19 Crisis Support
- CASE STUDY | Martin Currie
- Empowering Specialist Insurance
- Empowering Capital Markets
- Merry Christmas from Redspire 2020
- Inside the Power Platform for Financial Services
- Inside the Power Platform for Financial Services – LinkedIn
- Re-imagining Business Banking
@RedspireCRM
Manual, repetitive tasks can bog your team down – MD Billy Lyle has five CRM goals #insurance organisations should strive for, to get the best out of their #data, and their team.
http://ow.ly/pEps50Em3Ym https://redspire.co.uk/resources/videos/5-crm-goals-for-insurers/
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