Microsoft Dynamics Customer Relationship Management (CRM) has the ability to be far more than a tool to track customer relationships. It’s not just about sales and marketing.

xRM (“anything” Relationship Management) is the natural evolution of CRM (Customer Relationship Management). In today’s dynamic business environment organisations demand the ability to manage all kinds of relationships, for example, donations, memberships, products, maintenance contracts, employees, support engineers, policies, support calls, call centres, to name but a few examples.

i-bussol prides itself on the ability to implement Microsoft Dynamics CRM as a rapid development application with out of the box CRM functionality, allowing us to meet your organisations specific requirements in an efficient and cost effective implementation process.

Please contact us to discuss how Microsoft Dynamics CRM can help your organisation.

Microsoft Dynamics CRM for Charities

i-bussol have tailored Microsoft Dynamics CRM to meet the goals and requirements of Charitable organisations.

The need to increase revenues from your supporter or membership base whilst driving down costs and being more efficient is common to all and with our customisable solution this may be easier than you realise.

CRM for Charities helps you manage details of donors, volunteers, recipients, supporters, members and contacts. It can also help cater for grant holders and the projects that they may have undertaken.

The benefits of keeping an up-to-date CRM database for your charity helps you to increase donations, make key workers more efficient and will help you to build your Charity brand by marketing more effectively.

All this and more from using Microsoft CRM from within Outlook.

Why not book a free demonstration at your premises and see how Dynamics CRM for charities can help your organisation.

Microsoft Dynamics CRM for the Financial Services Sector.

Endsleigh Insurance - saving time and money (41 MB)

The Financial Services Sector is a broad term that includes banks, investment banks, and insurance companies (including brokerage, underwriting and reinsurance).

Dynamics CRM offers the Financial Services Sector an opportunity to assess, streamline and improve:

•  Operational activities with the automation of basic business processes (marketing, sales, service)
•  Methods of analysing customer behaviour and incorporating business intelligence strategies
•  Collaboration with customers on multiple communications channels
•  Collaboration between organisational team members to ensure a quality customer service experience
•  Workflow and automated assignments

Call Centres
Manage call centre services with on-line software that links the service team in real-time to sales information, product information, pricing and billing options as well as an upto date picture of all communications with the client be them letters, faxes, phone-calls or emails. When you receive a call from a customer or potential customer you have all the information to hand to serve that caller to the very highest standards.

Targeted sales
Maximise cross-selling opportunities
Streamline account origination for multiple product sales

Call list management
Accurate, complete and timely call lists can be triggered by events, meetings, predefined conditions
Track, assign, escalate call activities appropriately
Deliver personalised investment advice to clients in timely basis

Identify client values
Consistent view of client portfolios
Accurately assess client value and profitability
Segment clients for appropriate marketing initiatives
Retain high value clients with exceptional customer service

Advisory services
Improve co-ordination with team members

Improve your representatives productivity
Automatic tracking and assignment of activities to appropriate employees through workflow
Electronic tracking and viewing of decisions by the relationship manager, credit officers and bank executives

Processing of claims
Amalgamate customer information from agents, brokers, call center representatives, mobile claims adjusters for good decision making

Invoicing
Track and generate invoices and payments according to designated workflow processes

Pricing and Quotations
Maintain history of quotations from common pricing tables, document incentives and successes on file

Commission
Track and maintain commissions and margin analysis

Currently being updated