Increasing the value of relationships

Transcription

1 Transforming business through technology Customer Relationship Management Increasing the value of relationships core.co.uk Microsoft Partner

2 2 Customer Relationship Management Getting to the heart of the matter If relationships are the lifeblood of organisations then a good CRM system is the artery. Capturing and acting upon the information gained from prospects and customers can make the difference between success and failure. It can be just as important for partners, suppliers and other influential audiences. We help our clients gather, protect and enrich this information. From managing day to day interactions to finding the diamonds in the data, we help you to centralise information on a platform that is familiar and easy to work with on a daily basis, securely, from wherever you are. Core s CRM division, previously known as Excitation, was founded in 2000 and has been a Gold Partner for the Microsoft Dynamics CRM-related competency since it was first available. Mark Dendy CRM Director mark.dendy@core.co.uk To achieve your goals, all your staff need to be working on the best information. Our services and solutions help to unify your organisation, so everyone is contributing to the bank of data that feeds business analysis. It is a source of pride that we have a 100% go-live rate on our projects and that customers go on to refer us to other organisations.

3 core.co.uk 3 Common problems clients experience Organisations trust us to help them with the big problems: Our data is in silos around the business, so it s not kept up to date and not giving us a single view of any one contact. We don t have a joined up marketing and sales process. We can t report easily we can t even see how many customers we ve got. We know our data is an asset but we have lots of information in the business on spreadsheets that isn t accounted for. Our current system can t be configured to keep pace with our changing needs we can t even add a field. How we help We tailor the technology to you consolidating your data, facilitating effortless reporting and helping you implement a unified marketing and sales process from lead to sale. We preserve your historical data using our tried and tested migration tools and support you into the future as the technology is adaptable to changing processes and goals. I m proud of how our work has helped, and continues to help, our clients. We listen to clients to get to the heart of the issues. Our experience enables us to provide the tools necessary to achieve sales targets, lead generation goals, customer service objectives and much more. Mark Dendy, CRM Director Very quick to understand the workings of our business. Lisa Barnett, Director, Ubiquitous

4 4 Customer Relationship Management Putting our heart in it Why Microsoft Dynamics CRM? Customers are now 57% of the way through the buying cycle before they start to engage with you. Online research, peer to peer advice and self-education have all contributed to a new kind of customer journey. Microsoft Dynamics CRM and CRM Online have been specifically designed to capitalise on that, whilst being extensible for the future. Microsoft technology is continually improved with update roll-ups and new releases and allows you to grow your business across any device. By unifying your organisation with customer experience at the forefront, you can see real progress in your top level organisational objectives. Which version is best for you? Both the on-premise and cloud versions allow you to: Consolidate data across the organisation and across devices Close gaps in the marketing and sales process Automate workflows to streamline processes Build and increase value from relationships Gain real-time insights Advantages of on-site You control your database on your own server Apply updates in your own timeframes Maximise investment in your own resources How? Our technical team of Microsoft Certified Professionals is led by our Head CRM Architect David Jennaway, the UK s first Microsoft Most Valuable Professional for Dynamics CRM. We use Microsoft exams and a culture of sharing best practice internally to strengthen our team whose experience and expertise is second-to-none. Our clients enthuse about our personable, professional consultants who forge great working relationships with the client-side teams. Core s own unique modules We have developed our own solutions to enhance the out of the box system. Core Membership Platform Helping professional bodies and membership associations maximise the value of member relationships Core Events Management Module Core Education and Training Module Core Merchandise Module Core Finance Module Core CPD Module Core Reporting Module Advantages of cloud Lower infrastructure costs mean you save on hardware by using Microsoft s servers Manage your IT overheads with per user, per month agreements Be the first to get update roll-ups, available automatically

5 core.co.uk 5 Core s CRM services include: Business Process Analysis Project Management Data Management System Integration Customising CRM Implementation Training Support Continuous Partnership 1 0 things that make our customers happy Greater efficiency and maximum return on their people and IT investment Insights to feed the right business decisions driving growth and mitigating risk Accelerated marketing and sales effectiveness Remote access to data from multiple devices Reduced sales, marketing operational spend Clear costs and timeframes Single view of a customer Pipeline tools for accurate forecasting A flexible future-proof extensible investment allowing for continuous improvement Data security and peace of mind for all stakeholders How else can we help you? Core Solutions for Government Reducing the cost of secure mobile working for local and central government Core Insurance Management Solutions Responding to the London Insurance market s challenges providing greater visibility and efficiency Core Knowledge Management Delivering power, scalability and intuitive search for your information and communities of practice Core Managed Services Reducing cost and time through device configuration and hosting in an easy to manage subscription service Secure Mobile Working Providing a protected environment for users to work in any location on any device Collaborative Working Enabling a connected workforce through Office 365 and SharePoint solutions Transforming IT Infrastructure Outcome oriented hosting and software solutions to support future growth

6 6 Customer Relationship Management The beating heart of your organisation Who do we help? We work with a variety of commercial businesses and not-for-profit organisations and have devised modules for managing training, events, pricing packages and self-service. We offer services and solutions around Microsoft Dynamics CRM to help your organisation build the relationships essential to progress. Very quick to understand the workings of our business. Lisa Barnett Director, Ubiquitous They pulled out all the stops to make it work in time for the deadline. Leonie Johnson Group Sales Co-ordinator Pure Leisure Group Able to quickly assess our needs and find a solution that was cost-effective and relevant to our business. Dan Munro Managing Director, PJ Valves

7 core.co.uk 7 How just ten days helped Pure Leisure Group Pure Leisure is one of the leading caravan and lodge holiday companies in the UK, with 11 park locations as well as Royal Westmoreland, an exclusive golf, beach and spa estate in Barbados. The management of sales enquiries is crucial to growing their travel and tourism business. Before the project, PLG weren t using a system for their sales enquiries. Customer data was managed using a collection of spreadsheets and whilst accurate, it was inefficient and made using the data difficult and time-consuming. Having discussed the business objectives with PLG, we built a Microsoft Dynamics CRM customised database which allows their sales and property management teams to capture important information about purchases and/or the reasons why customers did not buy. From 1st February 2014 to 31st January 2015, PLG saw a 59% increase in the amount of sales enquiries coming into their business. Their Microsoft Dynamics CRM project has improved data capture and marketing and sales processes, resulting in higher quality leads which, in conjunction with a new website, has led to an increase in turnover and profit. Pure Leisure Group continues to be supported by Core in moving forward with an upgrade to CRM % increase in sales enquiries The training and support that our consultant Matt gave was brilliant. When we had a technical problem with compatibility, rather than delaying the launch, he pulled out all the stops to make it work in time for the deadline. Leonie Johnson Group Sales Co-ordinator, Pure Leisure Group

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