LOTS of Excel Spreadsheets and/or a BIG Access Database - NICVA

darkfryingpanΚινητά – Ασύρματες Τεχνολογίες

10 Δεκ 2013 (πριν από 3 χρόνια και 7 μήνες)

57 εμφανίσεις

rdunlop@sysco
-
software.com

Why do you need CRM?

Highly Active and
Value Driven

Run like a Private
Organisation

Public
Improve
Service

delivery and cut
costs


Administration of
expenses

and
reporting

essential to
meet
regulatory

compliance

and
secure
future funding

Multiple points of
contact


require
centralised

information showing
the full picture of
your customer

Challenges?

LOTS of Excel Spreadsheets and/or a BIG Access Database

Not for Profits currently using Microsoft Dynamics CRM

How Dynamics CRM helps you deliver amazing customer experiences

Customer Relationship Management

Office 365 for Charities


CRM Online Licenses


Professional £9.80 per user per
month


Basic £4.60 per user per month

CTXchange

www.
ctxchange
.org


Server License £132


Full £26


Limited £8


*as of Nov 2013. Prices exclude VAT

Microsoft Dynamics CRM


License Pricing and Options

Extended CRM = “Any” relationship management

CRM 2013
-

Personal experience

Actionable intelligence








Manage
events
,
programs, training
or
service

delivery

from one system


Centralise

information to
provide a
360
°

view
of your contacts.

Record Interactions
and Activities
with
your Contacts. View
what everyone is
your
organisation

is
saying to your
contacts.

Engage with


your

customers





Business processes come
across to mobile app


Live data


Remote workers/Home
visits

Mobile

What next?




Review internal processes


Clean data


Speak to a CRM Partner (preferably Sysco)


Build a Budget


Implement

Thank You