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Microsoft Dynamics 365 Solutions

Microsoft Dynamics CRM

​​​Achieve your sales, marketing and customer service objectives

Core has a proven track record for helping businesses reach their goals thanks to our thorough project management, technical expertise and experience of building ongoing consultative and supportive relationships with our clients.

Marketers now own more of the customer journey and must engage in new ways across new channels to deliver satisfying customer experiences.  At the same time they must track the results of their activity and deliver an ROI. We implement and configure Microsoft Dynamics 365 to facilitate planning, execution and measurement of campaigns from start to finish.

Sales teams must also adapt to the new customer journey; customers now research online and form opinions on organisations before any contact has taken place. Customers are now 57% of the way through the buying cycle before they begin to engage with you. Our approach to Microsoft Dynamics 365 enables Sales teams to build deeper relationships with customers and personalise every interaction.

Once the sale is made, you can keep customers for life by providing relevant, personalised service via case management, a self-service portal and social media management tools. We understand how to analyse your business processes and suggest best practice for deploying this technology.

Read more: Core Customer Relationship Management Brochure.pdf

Read about the upcoming release - Microsoft Dynamics CRM 2016.

For Marketing

  • Learn what worksopen/close
    Microsoft Dynamics CRM includes a suite of marketing tools including the ability to build marketing lists, either static or dynamic based on criteria. This allows profiling and targeting of customer segments which can form the basis of measurable campaigns. Campaign planning and execution, data extraction and cleansing, analytics and reporting and collaboration tools are all integrated, helping the marketing team achieve their objectives. For more complex requirements, the newly released Microsoft Dynamics Marketing
  • Automate your marketing processes to nurture prospectsopen/close
    This will help you to contact the best customers with targeted promotions and email communications, set up and run quick sales campaigns with minimal effort, run large, complex campaigns easily through one interface, simplify cross-department campaigns run in conjunction with the sales team and send bulk e-mail messages and track all responses. The combined sales, marketing and customer service tools allow your business to work with one up-to-date set of customer data, therefore appearing professional, organised and informed in your messaging. In summary, Microsoft Dynamics CRM gives your marketing team access to your data quickly, easily and in a way that makes it simple to market the right products to the right customers.
  • Consolidate engagement dataopen/close
    With every contact and touchpoint recorded on a contact record and linked to accounts, you can see who is interested in your products and services.

For Sales

  • Never miss an opportunityopen/close
    Stay connected even when on the move. When away from the office, you can still access full sales functionality online or offline through Microsoft Outlook, or work from any location using the web client on your mobile or tablet.
  • Increase sales successopen/close
    Shorten the sales cycle and improve close rates with lead and opportunity management, customisable workflow rules for automated sales processes, quote creation, and order management.
  • Manage work more easilyopen/close
    Microsoft Dynamics CRM delivers CRM functionality as a natural extension of Outlook in Microsoft Office. Manage customer e-mail, appointments, tasks, and contacts from a single business application.

For Customer Service

  • Ensure efficient customer service processesopen/close
    Assign, manage, and resolve support incidents successfully with automated routing queuing, and escalation of service requests, along with case management, communications tracking, and auto-response e-mail.
  • Understand customer needsopen/close
    Microsoft Dynamics CRM includes reports that let you identify common support issues, evaluate customer needs, track processes, and measure service performance.
  • Create a shared knowledgebase of support informationopen/close
    Resolve support issues accurately and efficiently using a searchable, shared knowledgebase of commonly used articles.



Next step? Trust in a partner with recognised expertise

As the UK's longest standing Microsoft Gold Partner for CRM, we are technical experts with unrivalled experience and proven successes.  Our highly trained consultants are led by David Jennaway, one of the UK's few Microsoft Most Valuable Professionals for CRM. We use Investors In People accredited processes to ensure the best service possible for our valued clients. We offer the full range of services around Microsoft Dynamics CRM for commercial businesses as well as an accelerator for membership organisations.