Digital Marketplace - G-Cloud

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1 Digital Marketplace - G-Cloud CRM Services Core offer 9 services in this area: 1. Dynamics CRM Upgrade Services Utilising this service, Core will undertake an evaluation of your current CRM platform. We will help you understand your existing environment and recommend a roadmap for the upgrade proposed. Dynamics can operate in the cloud, from customer datacentres or a hybrid combination. Evaluation of your current Dynamics CRM platform Analysis of your current infrastructure requirements Identification of a roadmap for the proposed upgrade Full user acceptance testing on upgrade before go live Will qualify upgrade in terms of cost, benefits and time Securely upgrade and migrate your platform to the latest version Provide training around any new user interfaces or processes

2 2. Managed Services CRM Dedicated experienced managed services team of Microsoft certified consultants, architects, developers and designers who work with CRM on a daily basis and are best placed to help with any CRM queries and issues you may experience. Dynamics can operate in the cloud, from customer datacentres or a hybrid combination. Best practice and advice Requirements scoping Desktop support 1st, 2nd and 3rd line support Platform Support Installation of service packs and system checks User workshops Reduced IT costs Agreed service levels Faster problem resolution Peace of mind that your IT is secure Predictable monthly cost

3 3. Dynamics CRM Event Management Core offers a flexible solution for organisations to manage events of any scale. Powered by Dynamics CRM, the module can track and report on registrations and attendance, as well as facilitating management of resources including speakers and venues. Delegate management Full event and conference management functionality Online registration portal Delegate preference management Event reporting and dashboards Internal and external activity management Delegate management Real time campaign analytics and management dashboards Can be integrated with ClickDimensions if required Manage events alongside other customer related activities Full audit history

4 4. Dynamics CRM Membership Management Core has configured Microsoft Dynamics CRM specifically for use by membership organisations, to accelerate CRM project delivery based on the best practice we have learned from working from membership organisations for the best part of a decade. The result is the familiar Microsoft interface centred around the member journey. Consolidation of data on qualifications, behaviour and financial information Ability to create and execute tailored digital marketing campaigns Automation of joining and renewal processes Management of events, education and publications Online self-service portal for members Customisable Report Wizard, dashboards and filtered views of data Enables a single view of a member Increases engagement with prospective and existing members Portal empowers members to access resources and update details Ability to target prospective members and tailor offers Insights can be gained from easy reporting on consolidated data

5 5. Dynamics CRM Association Management Core has configured Dynamics CRM specifically for use by associations, to accelerate CRM project delivery based on the best practice we have learned from working with public sector associations for the best part of a decade. The result is the familiar Microsoft interface centred around the member journey. Consolidation of data on qualifications, behaviour and financial information Ability to create and execute tailored digital marketing campaigns Automation of joining and renewal processes Management of events, education and publications Online self-service portal for members Customisable Report Wizard, dashboards and filtered views of data Enables a single view of a member Increases engagement with prospective and existing members Portal empowers members to access resources and update details Ability to target prospective members and tailor offers Insights can be gained from easy reporting on consolidated data 6. Dynamics CRM Government Contracts Portal Core's Portal for Government Contracts allows integration between public-facing websites and a Microsoft Dynamics CRM based solution tailored to the needs of the public sector. The portal facilitates online self-service for suppliers, vendors and partners, improving tracking of interactions and saving staff time. Fully customisable web application extension Integrates with new or existing public-facing websites Intuitive user interface Improves communication channel without requiring manual input Reduces staff time spent answering queries by phone and Easier to maintain data accuracy, especially contact details

6 7. Dynamics CRM Portal for Government Agencies Core's Portal for Government Agencies allows integration between public-facing websites and a Microsoft Dynamics CRM based solution tailored to the needs of the public sector. The portal facilitates online self-service for citizens, improving ease of access to resources and saving staff time. Fully customisable web application extension Integrates with new or existing public-facing websites Intuitive user interface Improves public services by making them accessible 24/7 online Reduces staff time spent answering queries by phone and Easier to maintain data accuracy, especially contact details Empowers end-users to access services and be self-sufficient 8. Dynamics CRM Housing Association Management A Dynamics CRM based solution to help social housing organisations better deliver targeted services to residents through process automation, call centre integration, case management, customisable reporting and much more. Consolidating data, drawing insights and expediting cases results in greater resident satisfaction and increased efficiency. Handles all common housing association CRM needs Process automation through workflows and dialogues Integration with all common Microsoft applications Integration with call-centre functionality Case management module Customisable Report Wizard Ability to track and execute multi-channel communications Resident services can be tailored based on insights gained Resident and stakeholder interactions are tracked securely Automated processes save staff time Case information is tracked and centralised for ease of reference Easy reporting allows for immediate insights from consolidated data Increase resident satisfaction by expediting the case management process

7 9. Dynamic CRM Microsoft Dynamics CRM is a customer relationship management business solution enabling organisations to connect with, and provide citizen service to customers, businesses and members of the public through social insights, business intelligence and campaign management. Dynamics can operate in the cloud, from customer datacentres or in a hybrid combination. Out-of-box sales, marketing, campaigns, contact management, customer service Enterprise multi-channel support for web, social, chat, , telephone Robust security model that ensures data integrity and privacy Cloud deployment within seamless integration to on-premise services Support for all operating systems and browsers using HTML Remote access clients for smartphones, Windows, ios, Android and Blackberry Role-based forms with a browser-based GUI editor Online developer center detailing all APIs and open standards support Support integrated marketing management and citizen facing channel strategy Provide organisations with a complete understanding of their customers Powerful customer service and knowledge base to resolve issues quickly Save time by automating administration, inspection, licensing, questions / complaints Web self service allows customers to find answers quickly themselves Provides deep understanding of service performance through powerful BI Monitor social media to deliver new insights and understand sentiment Improve employee productivity through streamlined processes and common UI Business processes and data can be easily shared between organisations Ownership of business rules and workflow devolved to business users

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