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Microsoft Dynamics CRM & Membership Solutions

CRM Solutions for Business and Membership Management

​​​​​​Increasing the value of relationships

Microsoft's fully integrated customer relationship management (CRM) system, Microsoft Dynamics CRM, helps organisations attract, keep and develop profitable and engaged relationships from a single operating platform.

Prospects, customers, suppliers, partners, influencers...all interactions to and from your organisation in one place, for all who need it. The single source of data means information can be accessible, easily reported on and truly useful in providing actionable insights.

Tracking and reporting of these developing relationships, from an initial enquiry email, to a sales opportunity, to repeat business, is fundamental to gaining the big picture of what is effective, valuable and important. Your CRM system is the heart which supplies your whole organisation.

Read more: Core Customer Relationship Management Brochure.pdf

See it in action:


Core's Membership Solution

For professional bodies and membership associations, Core's unique Membership Platform (previously known as Excitation's Membership Platform) is an accelerator designed using our extensive experience in this sector, which we configure to individual requirements.

Read more: Core CRM for Membership Leaflet.pdf

Microsoft Dynamics CRM for Marketing, Sales and Customer Service

Microsoft Dynamics CRM provides a single operating platform for all staff that enables you to manage ongoing relationships with customers from first contact, through purchase and post sales. 

With its suite of sales, marketing and customer service tools, Microsoft Dynamics CRM helps organisations attract, keep and develop profitable and engaged relationships not only with prospects and customers, but also with suppliers, partners, influencers and any other type of contact your organisation interacts with.

Get a clearer view of customers, make more informed marketing investments, increase your number of leads, close more business and offer more value.

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. Previously known as Excitation, the CRM division of Core has an unrivalled track record of delivering successful CRM projects for a wide spectrum of membership organisations including RICS, the Royal College of Ophthalmologists and the Chartered Institute of Housing.

 New: Microsoft Dynamics CRM 2015

We pick our top five new features...
  • Improved search encompassing all entitiesopen/close
    David Jennaway says: “a very useful feature is that there are additional query operators within Advanced Find and the workflow editor even allows querying across a hierarchy”.
  • New Visual Hierachiesopen/close
    With this release, information such as accounts, products or people, can be displayed in new visual hierarchies, showing users how they are related or grouped at a glance. A click on any tile navigates to more detailed information or launches an action.
  • Conditional branching within Business Process Flowsopen/close
    2015 now allows conditional branching within Business Process Flows and greater control over the display of the business process components. Putting these together allows Business Process Flows to be used effectively in many more scenarios.
  • Integrated social listeningopen/close
    Microsoft Social Listening lets you spot trends, monitor sentiment and connect on social media with your customers, prospects, and partners.
  • Enhanced mobile access including voice activationopen/close
    For the first time, digital marketers can speak their commands to the CRM interface via Cortana voice-command technology. 2015 users will be able to set up meetings and reminders, search for contacts and create new customer data using voice commands.

 ‭(Hidden)‬ Five reasons to look closer

  • Gain the 360-degree view of a customeropen/close
    Many organisations who come to us are suffering from issues caused by data in silos, often in spreadsheets maintained by individuals. Information is not always kept up to date, shared or even known about by other teams. Microsoft Dynamics CRM consolidates the information you hold on your customers and prospects, which is, after all, the lifeblood of your organisation.
  • Insights to feed the right business decisionsopen/close
    Consolidating this data in a platform which boasts user-friendly instant reporting tools means you can drive growth whilst mitigating risk, as you are able to see the bigger picture. Data can reveal patterns and insights when centralised and we can help you find those diamonds in the Big Data.
  • A future-proof, extensible investment open/close
    Your IT spend needs to account for how your organisation’s objectives might change. We often help customers who are caught in a cycle of going out to tender every 2-3 years because their current system does not allow for continuous improvement. Microsoft Dynamics CRM is customisable to your needs and we can even train power users to add their own fields and automated workflows.
  • Flexible access to data across your organisationopen/close
    Your teams need a platform that is familiar and easy to work with on a daily basis. Office (including Outlook) integration proves a huge boost to user adoption. Not only that, but mobile and tablet applications let your staff work from anywhere, securely. Permissions can be set for information you want to restrict by job role.
  • Accelerated marketing and sales effectiveness open/close
    In today’s competitive landscape, how can your organisation survive, let alone grow, without effective marketing and sales processes driving engagement and revenue? Microsoft Dynamics CRM offers a suite of sales, marketing and customer service tools.


The speed of progress was rapid…just six months from evaluation to solution roll out
Their customisation enables us to keep on top of a complex network of contacts
We are delighted with the support provided to transform our complex customer sales and operational readiness process without disruption to our day-to-day operations.
They were able to quickly assess our needs and find a solution that was cost-effective and relevant to our business