Intelligent Member Engagement

Microsoft Dynamics 365 is the latest addition to the new ice cube Business Solutions practice, which has been developed to cater for the increasing needs of our customers and the demands of the sectors they inhabit. As part of this offering, we also provide on and off-site training facilities to our customers and Board Secure – an executive level document sharing hub – all of which we deliver in a bespoke fashion to complement our leading software applications and any others your business may have in place.

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a cloud solution for business which includes an intelligent member engagement tool (CRM) to help Credit Union’s manage their key relationships. A CRM system is often employed to help implement a more strategic approach by allowing you track and schedule interactions with your professional network such as members and potential new members.

CRM systems work with your core application enhancing the three pillars: Marketing, Sales/ Business Development and Customer Service. CRM is particularly valuable to Credit Unions as it systemises and puts structure on labour intensive activities which might previously have been managed using email and Excel spreadsheets in conjunction with their core application.

How could CRM benefit your business?

Customer Experience

CRM will improve your members experience by:

 

  • Delivering on expectations with consistent service levels from all staff.

 

  • Ensuring continuity and consistency of service throughout the member engagement process.

 

  • Providing a facility to track and manage member enquiries, complaints and feedback.

 

  • Safeguarding the need for your member to feel heard and responded to.

Marketing

Market smarter by:

 

  • Identifying timely new business opportunities.

 

  • Activating an automated marketing solution to complement current marketing activities.

 

  • Delivering a single member view by tracking and sharing all service and marketing communication.

 

  • Ensuring you get to know your members better and they benefit from this.

Sales Process

Improve your sales process by:

 

  • Enabling a more consistent communications process across the team.

 

  • Reducing time on ad-hoc day to day jobs and improving staff productivity.

 

  • Dynamically reporting progress towards goals, personalised for team members and aggregated for management.

 

  • Making the process work for your member better with branding and road maps along the way.

Why we should be your CRM Partner?

  • We are Microsoft Gold Certified and therefore have access to all the exclusive benefits this offers for our customers.
  • We are ISO 27001 certified which underpins our commitment to and recognition of the importance of security in today’s business environment.
  • Our highly skilled tutors will provide training for your team to ensure they are equipped with everything they need to get the most out of your CRM .
  • We provide round-the-clock support for our customers should they need someone on hand to talk them through a difficult process or tricky moment .
  • We have almost 40 years’ experience in providing bespoke software solutions for customers all over Ireland in multiple sectors .

Why Microsoft Dynamics 365?

  • Microsoft Dynamics 365 Online is an award-winning, secure, enterprise scalable platform on which to build your key business processes.
  • We are Microsoft Gold Partners and have decades of experience working with this global market leader.
  • This is a core part of the Microsoft Office 365 cloud platform, integrating seamlessly with Exchange, SharePoint, PowerBI and Skype for Business which        opens up endless possibilities for our customers’ development.
  • There is only 1 Microsoft.

So why not try it and see for yourself!

If you would like a one to one demo, a copy of our case study or an overview of how Microsoft Dynamics could benefit your business, call Donal today on 091-429000 or email bizsolutions@intuity.ie

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