Building Society

Why UK Building Societies need to use Microsoft Dynamics 365 (CRM)

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Building Society CRM blog 2

A building societies first priority is a customer’s interest, which is why it’s vital to have an effective Customer Relationship Management (CRM) system in place, to meet the needs of the business processes for their customers. Multi-channel CRM implementations can be successful within building societies if they assess the current positions, align plans accordingly, involve everyone, and truly put the customer first.

Choosing Microsoft Dynamics 365 as the CRM of choice will enable the design and model to provide a sophisticated process to drive customer interactions for all the needs of the building society to manage their customers proactively. Dynamics 365 has the power to deploy membership groups efficiently across all channels (in the branch, on the phone and across the web) and manage or change these processes quickly and easily. Implementing Dynamics 365 within a building society in the UK would gain a positive market share, as it can drive the following:

  •  Extra sales to established members through intelligent marketing promotions
  • Manage and execute marketing campaigns efficiently to acquire new customers
  • Increased customer engagement resulting in greater customer satisfaction
  • Maximise business processes
  • Helping to exceed ROI targets

Microsoft Dynamics 365 solutions would enable building societies to become more efficient by reducing labour-intensive and time-consuming manual processes. Dynamics 365 could provide key functionalities within the organisation’s infrastructure, such as Existing Systems Integration, SharePoint Integration, Large IT Departments & Expensive implementations:

  • Existing System Integration - Information should not be an island. With proper security, it should be transparent to those users who need to act on it. Dynamics 365 can be fully integrated with web portals, emarketing platforms, social media, 3rd party accounting software systems and payment gateways.
  • SharePoint Integration - Making data available when and where it is needed can be difficult if it’s locked away. SharePoint makes information available in a secure fashion whenever and wherever you are, as SharePoint is easily integrated with Dynamics 365. This makes Dynamics 365 the go to CRM system for cloud storage and document sharing.
  • Large IT Departments - Gone are the days of IT departments with large budgets for hardware, operating systems and even upgrades. Using Dynamics 365 within the cloud, will allow Building societies to maximise expertise and knowledge whilst reducing costs.
  • Expensive implementations – The implementation of Dynamics 365 in the cloud benefits from not needing to perform hardware upgrades and installations with the added cost of the specialists to manage this process. As a result an implementation of the CRM can start earlier and focus on the functionality of the application and not the infrastructure.

C2 believes Microsoft Dynamics 365 is a comprehensive solution for building societies, which allows the implementations to start small and eventually grow with the business. The out of the box capabilities are fully customisable and offers the ability to get a baseline framework established in very little time that is suited for any project planning with the building society’s infrastructure.

Contact Us today for more information on how Dynamics 365 could revolutionise your organisation, alternatively you can take out a 30 day free trial.


17 Jan 2017

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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