TES are a trusted partner – I’ve worked with our CSM for about 23 years now! TES do as they say, and they deliver.
Ian Knight
CIO
PP Control & Automation
You will most likely be aware of how a CRM solution will help an organisation connect better with its customers; after all, it’s in the name: Customer Relationship Management. But TES encourages organisations to consider CRM as a tool to manage any important relationship, with Microsoft Dynamics 365 CRM you don’t need to look any further for the ideal CRM for your charity or not-for-profit.
TES works in partnership with charity/not-for-profit organisations keen to manage internal and external relationships more efficiently and effectively. That could be a relationship with anyone, from charity volunteers and fundraisers to school students and civil servants. Any relationship that matters, CRM holds the tools to manage them with clarity.
Microsoft Dynamics 365 CRM will give you an end-to-end view of your most important relationships. By connecting the core activities of your organisation with a reporting function that turns insights into actions, you’ll benefit from one version of the truth. The right solution for you is the right combination of Microsoft Dynamics 365 CRM apps and TES add-on apps. By expanding on the standard functionality of the CRM system, charities and not-for-profit organisations can implement tailored solutions that identify with very specific requirements.
TES is committed to delivering digital transformation solutions that help organisations like yours to unlock growth potential by utilising Microsoft Dynamics 365 CRM.
A Microsoft Dynamics 365 CRM solution will house the sales, marketing, and service tasks, or the tasks specific to you that your organisation requires. It will integrate them all so that they can collaborate with one another and provide valuable insight. This insight is the bedrock of the benefits your organisation will realise.
With clear reporting on core activities and easy access to data, leaders have all the information, trends, and insights they need to inform their decision making. Automation of those activities in a CRM system will free up the time required for organisations to think innovatively on the actions they can take to grow faster.
Whether you’d like to arrange an informal chat, a free demo or discuss a potential project, our team of charity and not-for-profit digital transformation experts are always on hand. Call us on 0345 257 1173, email enquiries@totalenterprisesolutions.co.uk, or fill in our form to get in touch.
The Microsoft Dynamics 365 CRM solution seamlessly connects the service features that matter most to your organisation. Based on the in-depth consultation you have with CRM experts, TES will identify the most appropriate Microsoft capability combined with TES add-on apps to offer your organisation the best solution. When totally unique requirements surface, TES uses Microsoft Power Platform to design and develop specifically tailored apps and functionality.
Microsoft Dynamics 365 CRM architecture allows you to build your data model, create your interface, manage security, set up your relationships and apply custom rules and apps. Organisations often find that Microsoft’s standard Dynamics 365 capability for Sales, Marketing and Service apps are all important tools to meet their demand for a CRM system. With TES’ focus, experience and knowledge of the charity and not-for-profit sector, this means we understand the more unique requirements and challenges charities and not-for-profit organisations experience every day.
For further information about our unique service offering, speak to one of our CRM experts.
Core Microsoft Dynamics 365 CRM services
Built-in intelligence for Dynamics 365 Customer Service enables organisations to personalise support for every customer.
Every instance of communication, activity and preference is centralised in one solution, so users get a full view of the customer.
These insights give users every piece of information they need to ensure they’re responding with care and knowledge to any issues, queries and requests. Cases allow you to track these activities and derive solutions to improve your customer satisfaction rates.
Automation can free up valuable time and Dynamics 365 Customer Service includes virtual agents to automate self-service. Rich knowledge-base portals can be built for specific customer needs, and you can provide direct access to these resources.
Equip users with the right information at the right time to tailor experiences, and leverage AI-driven insights for the best possible service to your customers.
To communicate with audiences effectively, a personalised experience across all touch points is necessary. Dynamics 365 Customer Insights revolutionises marketing automation, personalisation, and real-time engagement.
Dynamics 365 Customer Insights allows you to implement real-time customer-led journeys, track both digital and physical channels, create content with a user-friendly editor, experiment and optimise content, and create and manage events.
Earn loyalty and trust faster with a unified, adaptable platform – a platform that allows you to build and deliver content through the right channels. Collect analytics and turn your insights into actions using AI-driven recommendations and segmentation.
When customers reach out for guidance, assistance and clarity, Dynamics 365 Field Service helps you provide that much needed reassurance. Leverage an ‘always on’ service to provide real-time support anytime, anywhere.
Predict, detect, and resolve service issues before they become apparent to your customer, deliver onsite customer experiences with mixed reality applications and AI scheduling, and build trust and loyalty by harnessing the right tools and information to solve issues quickly.
Customer service managers can save time and costs by seeing at a glance where issues arise and how it affects customer satisfaction scores, and the different operations of the organisation, from production to field service support.
Using self service functions, you can automate responses to simple problems, giving you more time to respond to complex issues, and liaise with service engineers to support customers onsite in rapid time. Field engineers that encounter issues that need additional support can use Microsoft Dynamics Field Service Remote Assist to collaborate with off-site team members with specific knowledge on the issues at hand. Remote Assist is a mixed reality application, revolutionising the way service engineers collaborate. In real-time, issues can be solved using audio, video, and augmented reality.
Core Microsoft Dynamics 365 CRM services
Traditional selling in an unpredictable environment leaves you exposed. Digital selling with Dynamics 365 Sales alleviates rapidly changing customer preferences, and business outlook helping you stay engaged with your customers and constituents.
This adaptive selling solution helps sales teams navigate the realities of selling in the modern world. At its core is an intelligence system, monitoring insights and actively recommending actions. These insights and actions help you become more customer centric, more efficient, and more susceptible to ways in which to save on costs.
Strategic decision making becomes easier with one comprehensive system using AI and machine learning. Keep track of every account and opportunity, turn leads into conversions and start building stronger relationships. Implementing Microsoft Dynamics 365 CRM Sales is one step towards transforming the day-to-day activities of any business professional.
TES is proud of the fantastic feedback that we get on a day-to-day basis from our charity and not-for-profit partners.
Whether you’d like to arrange an informal chat, a free demo or discuss a potential project, our team of charity and not-for-profit digital transformation experts are always on hand.