Orchestrator AI - Dynamics CRM

•  Declining Members or Funding: With additional spending down the need for member services to show value is at an all time high
• Siloed Customer View: Disparate systems that aren’t integrated frustrating your staff and creating a sub optimal member experience.
• Manual, Slow Processes: Your best people waste hours on repetitive tasks that should be automated and intuitive. They have great ideas, but systems limitations can’t execute on them
• Reactive, Not Proactive: You find out a customer is unhappy only when they churn, instead of spotting the warning signs early.

A Single Platform to Manage Your Entire Customer Lifecycle

We provide a pre-configured system on Microsoft Dynamics 365 that consolidates and replaces your old systems,  unifies your teams, automates your key processes, and gives you a 360-degree view of your customers.

• Singe Source of Truth: Replacing many systems with a centralised core.
• Automation: no more manual renewals, invoicing or clunky excel sheets. Automate your critical and common tasks to free up your teams time to drive innovation.
• Centralised Data: Enabling you to drive insights through queries and utilise AI to aid retention and member experience. 
• Reporting: Create dashboards and live reports for CEO through to marketing to drive insights and decisions.

 We Start with Your Business, Not the Software:

• We begin by mapping your unique revenue and service processes, then configure the platform to fit.

We Deliver a 'Ready-to-Run' Foundation:

• We don't start from a blank slate. We use our pre-built, industry-tested 'accelerators' to get you live faster and with less risk.

We Leverage the Full Power of the Microsoft Cloud:

• Your CRM won't live in a silo. It works seamlessly with Outlook, Teams, and Power BI, driving company-wide adoption.