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365 CRM Solutions

Using the Microsoft technology stack and powered by Dynamics 365, our 365 CRM solutions offers you a 360-degree view of your relationships including reporting, connectivity, analytics and added functionality.

your 365 crm solution

365 Marketing

Now more than ever before are we communicating online with our customers and employees, who are all working remotely. Dynamics 365 Marketing offers powerful capabilities to create effective communications campaigns and build business relationships.

With Dynamics 365 Marketing, customers can discover, score and nurture leads, orchestrate customer journeys using email, web, events, social media, text messaging and other custom channels. You can send event communications, then manage registrations, reporting for webinars, and interactive meetings more easily through direct integration with Microsoft Teams. It enables organisations to nurture audiences before, during, and after the event.  

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YOUR 365 CRM SOLUTION

365 Sales

Available anywhere and on any device, Dynamics 365 Sales enables sales people to build strong relationships with their customers, take actions based on insights and close sales faster.

With Dynamics 365 Sales you can keep track of your accounts and contacts, nurture your sales from lead to order and create sales collateral. It also lets you create marketing lists and campaigns, and even follow service cases associated with specific accounts or opportunities.

YOUR 365 CRM SOLUTION

365 Customer Service

Every second counts when it comes to providing excellent customer service. With 365 Customer Service, you gain a 360 view of all activities and communications you have with your customers, providing you with effective, efficient communications and a clear view of resource. 

With Dynamics 365 Customer Service you can track customer issues through cases, record all interactions related to a case, share information in the knowledge base, create queues and route cases to the right channels, create and track service levels through service level agreements (SLAs), define service terms through entitlements, manage performance and productivity through reports and dashboards, create and schedule services, participate in chats and manage conversations across various channels. Given all your data is stored in the Microsoft Dataserve (formerly Common Data Service), it makes it seamless for you to switch between apps and still be able to work with a customer's existing data across them all.

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YOUR 365 CRM SOLUTION

365 Field Service

Dynamics 365 Field Service helps you to deliver on site service to customer locations. The application combines workflow automation, scheduling algorithms and mobility to set mobile workers up for success when they're onsite with customers fixing issues.

With 365 Field Service you can improve first time fix rate, complete more service calls per technician per week, manage follow-up work and take advantage of up-sell and cross sell opportunities, reduce travel time, mileage, and vehicle wear and tear, organise and track resolution of customer issues, communicate an accurate arrival time to customers, provide accurate account and equipment history to the field technician, keep customers updated with the status of their service call and when it's resolved, schedule onsite visits when it's convenient for the customer and ultimately avoid equipment downtime through preventative maintenance.

EXTENDING YOUR 365 CRM SOLUTION

NFP Accelerator

Launched by the Microsoft Tech for Social Impact Team, the Dynamics 365 NFP Accelerator is a pre-built plug-in suite of apps, templates and connectors specifically designed to solve the most pressing scenarios your NFP organisation might face when delivering your programs and measuring your impact.

WHY CHOOSE THE NFP ACCELERATOR?

Did you know? 75% of NFPs have no digital transformation strategy

CRM is the central nervous system of every NFP organisation and critical to most mission critical processesÖĞ - fundraising, volunteer optimisation, beneficiary management, impact/outcomes analysis. However, seventy-five percent of the largest nonprofits lack a digital transformation strategy (Source: Nethope).

When it comes to technology, solutions designed for NFPs are often repurposed from products originally intended for for-profit use. Paired with costly configuration fees and systems that are not designed to fully integrate, many NFPs struggle to see a complete view of their programs and impact because information is trapped in internal silos, inside systems that were not intended for managing a nonprofit.

At TES, we believe technology is a powerful force for empowering people and organisations. To address the above problem, Microsoft’s Tech for Social Impact group created the Dynamics 365 NFP Accelerator, a suite of solutions tailored for the world’s nonprofits to drive insights that will in turn help nonprofits achieve their missions and drive greater impact.

HOW DOES THe nfp accelerator HELP YOU?

Benefits

  • Time and cost savings due to lower development costs when partners leverage the NFP Accelerator
  • Interoperability with other CDM aligned solutions, allowing you to leverage existing technologies and build upon what you already have
  • Better insights from your data, including ability to track from donation funding through to programmatic activity
  • Standardised data modelling including IATI compliant reporting for organisations that need it
  • Proven best practices built-into the data model developed by and for the NFP industry
  • Microsoft’s continued commitment to the Common Data Model and Common Data Services.

Additional functionality

Tailored to You

We have worked closely with our customers to develop a CRM solution that offers real value in the features and functionality on offer. In addition to the key features listed above there's extra functionality available as part of our own, TES core offering:

LINKING ALL OF YOUR DATA WITH THE MICROSOFT

Power Platform

The Power Platform includes Power BI, PowerApps, and Power Automate. All three of these applications have different functionality but can work together to significantly improve your operations. They connect to hundreds of data sources using a library of connectors and Common Data Service, they bring all your data together for one single source of truth while you uncover insights.

Power BI

Unify data from many sources, creating interactive, immersive dashboards and reports that provide actionable insights, driving business results.

Power Apps

Build apps in hours not months, that easily connect to data, use Excel-like expressions to add logic, and run on the web, iOS, and Android devices.

Power Automate

Include powerful workflow automation directly in your apps with a no-code approach that connects to hundreds of popular apps and services.

HOW DOES IT ALL WORK? 

CRM for NFPs

Backed by the power of Azure and the Common Data Model (CDM) for NFPs, our 365 CRM brings together data from virtually any source - Microsoft system or not - into a connected, digital loop of business intelligence and reporting.

Built by Microsoft in conjunction with leaders throughout the NFP sector and technology industry, the CDM interrelates and standardises data across all applications, into one language, so all applications built on the CDM define data the same way, ensuring organisations report with accuracy and ease. With the help of the Microsoft Dataverse (formerly the Common Data Service), data can securely flow throughout a NFPs organisations technology ecosystem, finally eliminating expensive data silos.

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Feel free to contact us to discuss your requirements.

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