Customer Management

Leading the Way to a Better Customer Experience

Every organisation creates and stores information about customers, however this is often stored as separate data siloes. Sales teams track opportunities, customer service records problem resolution and finance saves payment details, but this data stays separate. Combining this information represents a vast opportunity for organisations as they strive to connect with customers and create the best experience. Conversely, Forbes reports that in the next decade, fewer than half of the Fortune 500 will exist in a meaningful form – and cites agility and intelligent use of technology as key factors in the success of those remaining.*

More Than Just Data

For years, businesses have stored data for operational and legal reasons. Separately, these tracks of information act merely as a record, but when combined and viewed with the benefit of artificial intelligence (AI), organisations hold the power to deeply understand their customers, market and suppliers better than ever. Technologies such as Microsoft Dynamics 365 offer far more than traditional CRM and ERP systems; they track the hierarchy of the customer’s organisation, so that you can fully leverage every account contact, provide a better service, and even predict future needs.

Smarter Customer Management

If you know you need to get more from managing customer data, or you want to check you’re on the right track, our 3, 5 or 10-day customer management workshops will give you the answers you need. Our consultants conduct individual and group discussions to get a ‘shopping list’ of needs. Our customers are surprised by how quickly we speak their language and understand the intricate processes that drive their businesses. Drawing on our experience of corporate and government organisations, we help you to define an exciting future state.


Arrange a free initial discussion with one of our experts today.

Dynamics 365

To operate as productively as possible, attract quality staff, engage your customers and capture new opportunities, you need the best possible technology at your business’ core. With Microsoft Dynamics 365, you can unite your disparate technology into one seamless solution – revolutionising your business processes across sales, customer service, field service, operations, marketing, project service automation and financials.

Microsoft Dynamics CRM

Turn relationships into revenue

Deliver a fast and accurate customer experience every time, at any time. With Dynamics 365’s easy-to-use tools, deep analytics capabilities and integrated social channels, your team will have the complete support it needs to focus on building and nurturing customer relationships.

Empower your sales team

Foster relationships, boost productivity, accelerate sales performance and empower your sales teams with shared information and connected processes, all from the one modern and adaptable platform. No more excuses – the tools they need to exceed targets and build valuable relationships is truly at their fingertips.

Optimise your operations - Microsoft Dynamics CRM

Optimise your operations

Break down the silos between CRM and ERP to allow your people to work as efficiently and productively as possible. With consolidated, seamless access through to tools and processes, you’ll never fail to capture new business opportunities.

Transforming the customer experience

The increased importance of customer experience is a key driver behind the development of a single view of the customer in modern CRMs. Those without it are being left behind. According to Adam Sarner, managing VP at Gartner, CRM systems, “The simplest CRM platform was maybe a relational database that held email lists or contacts. Now the technology has advanced where there is a larger story about understanding the customer profile.”If your existing CRM is not evolving to give you this view, then it is time to upgrade to a new CRM that will.


Harnessing the power of mobility

Another area that is helping organisations drive a better customer experience is mobility. The ability to access and update customer data on the spot, no matter where you are, can have a significant impact on sales. In fact, a research study revealed that 65% of sales reps who adopted mobile CRM achieved their sales quotas, while only 22% of reps using non-mobile CRM reached the same targets.

9 out of 10 companies with over 11 employees use CRM software.3 However, to really compete in the current market place, you need a cloud-based mobile CRM, to quickly respond to customer needs, manage and convert leads and make fast, informed decisions that lead to business success. No matter the size or sector, Dynamics 365 is supporting businesses everywhere to grow, evolve and transform every corner of their business.

With Dynamics 365, you can turn your relationships into revenue; using digital intelligence to better predict your customers’ needs and deliver the personal attention that will help you build relationships and revenue.

You can also grow your business by leveraging intelligent data insights, sales, CRM and business processes – bringing everything all together in one, seamless system. Today, cloud CRM technology is integral to business strategy and operations in the enterprise. With a well-planned and implemented CRM, your data will be centralised so that you can track customer relationships from pre to post-sale and respond to customer needs in real-time. It can also collect data that will help you produce clear, actionable insights to improve sales and forecasting.

This is where Dynamics 365 comes in. As more and more organisations tap into this powerful relationship management platform, they are not only transforming the way they operate, but also unlocking some seriously impressive ROI.

A Forrester study recently polled 2,000 employees who used Microsoft Dynamics in their workplace and found that the return on investment – in terms of productivity gains – was an incredible 245%. In addition, they shared some impressive figures:

  • 50% of teams improved productivity
  • sales productivity and uplift was 5%
  • consultation time was reduced by 10%
  • customer service labour costs reduced by 40%
  • labour costs overall decreased by 20%
  • marketing budgets saved at least $75,000
  • revenue increased by 2%5

Explore Microsoft Dynamics 365 for the enterprise with Data#3:

The education sector is dynamic and hyper-competitive, and ongoing success depends on differentiating and adapting in order to meet organisational goals and business potential. The integrated solutions built on Dynamics 365 centralises data in one unified platform. This helps institutions improve operations, deliver effective student and resource management, and create personalised student experiences – even within the confines of lean budgets and rigorous reporting requirements.

When a school, college or university leverages the full power of Dynamics 365, the advantages follow:

  • Reinvented business processes
  • Increased staff productivity
  • Cultivation of effective student and alumni relationships
  • Better control over admin, marketing and communication costs
  • Meeting rising student expectations for a personalised learning experience.

Plus, Microsoft Dynamics 365 is future-proofed to incorporate emerging technologies – including IoT, machine learning, and Big Data – so as new trends emerge, Dynamics 365 keeps your institution ahead of the curve.

Explore Dynamics 365 for education with Data#3:

The success of Not-For-Profits (NFPs) in an increasingly digital, cloud-first world depends on an organisation’s ability to leverage technology to drive smarter communication and operations. By seamlessly uniting organisational data, Dynamics 365 helps modernise NFPs by:

  • empowering employees to be more productive
  • driving an increase in donations through timely, relevant and targeted communication
  • diverting labour costs into charitable programs
  • reducing marketing expenditure, and more.

Importantly, Microsoft Dynamics 365 helps NFPs really nurture key stakeholders, constituents and member relationships throughout the year to ensure the objectives of the organisation can be met.

Explore Dynamics 365 for Not-for-Profits with Data#3:

Ready to leverage the value of Dynamics 365?

Data#3 is Microsoft’s largest partner in Australia, with unrivalled capabilities to deliver solutions across software licensing, cloud, solution implementation and support. Through this powerful partnership, our customers get the best of today’s technology innovation from Microsoft, paired with Data#3’s exceptional knowledge and expertise. All backed with the assurance of working with a qualified team who deliver solutions with first-class technical, sales and support expertise.

We work with organisations across Australia to research, design and implement a CRM solution that meets the unique demands of your business.

Our expert team is here to help you learn more about the power of a robust CRM or guide you on the first steps of your implementation journey. Get in contact with our team, to see a demonstration, request a Fit Gap Assessment or learn more about how Microsoft Dynamics 365 can work for your organisation.

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1. Forbes (2017). Most Big Companies are Dying, While Some Have Found the Fountain of Youth. [Online] Available at:https://www.forbes.com/
2. Walker. 2017. Customers 2020: The Future of B-2-B Customer Experience. [Online] Available at https://www.walkerinfo.com/Customers2020/.
3. Microsoft. 2017. Understanding your journey to data-driven maturity. [Online] Available at https://info.microsoft.com/AU-Dyn365-CNTNT-FY19-11Nov-24-DataDriven-MGC0003271_01Registration-ForminBody.html
4. Taylor. 2018. 18 CRM Statistics You Need to Know for 2019. [Online] Available at https://www.superoffice.com/blog/crm-software-statistics/
5. Rowe. 2019. The State of Customer Relationship Management 2019. [Online] Available at http://www.econtentmag.com/Articles/Editorial/Feature/The-State-of-Customer-Relationship-Management-2019-129249.htm
6. IBM. 2017. CRM Statistics Show Why it’s a Powerful Marketing Weapon.[Online] Available at https://www.ibm.com/developerworks/community/blogs/d27b1c65-986e-4a4f-a491-5e8eb23980be/entry/2017_CRM_Statistics_Show_Why_it_s_a_Powerful_Marketing_Weapon?lang=en