CRM Solutions

CRM systems help you manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.

Customer Insights

What is a CRM?

CRM stands for Customer Relationship Management. It’s a category of integrated, data-driven solutions that improve how you interact and do business with your customers. CRM systems & applications are designed to manage and maintain customer relationships, track engagements & sales, and deliver actionable data—All in One Place.

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What does a CRM Solution do?

CRM solutions streamline processes and increase profitability in your sales, marketing, and service divisions. A strong CRM solution is a multifaceted platform where everything crucial to developing, improving, and retaining your customer relationships is stored. Without the support of an integrated CRM solution, you may miss growth opportunities and lose revenue because you’re not maximizing your business relationships.

Imagine misplacing customer contact information, only to learn that your delay pushed your client into the arms of a competitor. Or, picture your top two salespeople pursuing the same prospect, resulting in an annoyed potential customer and some unfriendly, in-house competition. Without a centralised program where your people can log and track customer interactions, your business falls behind schedule and out of touch.

Working At Desk

Running a successful business is no simple task. When marketing campaigns, data analysis, meetings, customer care, & more all happen simultaneously, you need a powerful CRM solution to bring all these functions together in one place.

Dynamics 365 delivers the full spectrum of CRM through five individual apps— Sales, Customer Service, Field Service, Project Service Automation, and Marketing —that work seamlessly together. So you can buy just what your business needs now, and add others as those needs grow.

Fundamentals of CRM

CRM tools make the customer-facing functions of business easier. They help you:

Centralize customer information

Automate marketing interactions

Provide business intelligence

Facilitate communications

Track sales opportunities

Analyse data

Enable responsive customer service

Our CRM Solutions

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Stakeholder Relationship Management

Stakeholder Relationship Management (SRM) is understanding your businesses key stakeholders to better engage them through Intelligent Actionable Insights. SRM allows you to transform your data into timely and relevant information, inferences, and predictions that help your business turn it’s relationships into revenue.

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Membership Management

Spanish Point design and build SMART Membership Management solutions that provide organisations an engaging, tailored solution, bringing together member management, engagement, and self-service on one platform. Based on Microsoft Dynamics 365, with the features member-based organisations require to develop and nurture constituent relationships and achieve their mission.

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Agile Business Processes

Build business apps the easy way with Microsoft Power Apps and start modernising your business processes and driving innovation, reducing development costs and increase overall efficiency.

Spanish Point combines Microsoft best practice with our own experience with customers across a wide range of commercial and public sector organisations to provide customers with a proven methodology to design and implement apps based on Microsoft Power Apps, Power Automate and Power BI – the Power Platform.

Portals Power Apps

Portals/PowerApps

Create a powerful new type of experience: External-Facing Websites that allow users outside you organisation to sign in with a wide variety of identities, create and view data, or even browse content anonymously.

SMART Portals are effectively websites, so to embed them within a Microsoft Teams channel, you can simply add them as a website tab.

Ready to build your CRM?

Using Microsoft Dynamics 365, Spanish Point can build a solution tailored to your company, brand & needs, giving you the opportunity to focus on your clients rather than process.
We will provide you with an easy-to-use sales and marketing tool that centralises and shares data so that everyone in the company can access any info at any time.