Excel. Access databases. Outlook folders.
If this is how your currently manage your data you’ll be pleased to know there’s a more connected (and less frustrating) way
Now there’s a better way!
Dynamics 365 RLG is a purpose-built CRM that will enable more coordinated working between regional or local government teams. You can coordinate all data relating (but not limited) to:
- Economic delivery programmes
- Business engagement activity
- Business support programmes
- Marketing communications
All data can be accessed by the staff who need it – wherever they are based. The CRM is Cloud based (so it’s even accessible on your mobile). It’s also integrates seamlessly with your existing Microsoft environment.
The benefits our CRM will bring you
- A connected way of working: A single integrated system will provide your team with a complete overview of interactions with businesses across programmes.
- Consolidation of data: Better coordination and collaboration between subteams and delivery partners.
- Quality assurance: Monitoring and oversight of business engagement that takes place across teams and with third party delivery partners.
- Efficiency: Reach more businesses with existing resources
- Insight: Automated reports on business engagement and business support activities, integration with datasets and tracking outputs and outcomes over time.
- Save time: Avoid duplication of efforts and activities
- Reporting: Track the performance and impact of activities beyond specific KPIs.
A complete 360 degree view of leads and contacts
One place for all your records, contracts, contacts and reports. Mobile friendly and secure.
MS Teams integration
Easy meeting scheduling and tracking
Save contract templates within CRM and complete agreements with e-signature
A future-proof solution
Cloud based and easy to update
Integrates well with your existing MS Office environment
Our helpdesk support is available weekdays, and our development team can help with wider system changes and improvements as required.
A bit about us
Active Informatics are CRM specialists and Microsoft partners based in Hampshire, with over 25 years’ experience working with public sector organisations. Our customers currently range across Education, and Fire and Rescue Services.
Our CRM systems are built on the Microsoft Dynamics 365 platform and are highly configurable. We can build a system that is specific to the requirements of Growth Hubs and/or Economic Development teams. You have the reassurance that our CRM integrates well with other systems.
Our system allows permissions to be set for business roles and departments. We are a G-Cloud 12 approved supplier.
If you would like to discuss further whether it’s a general enquiry, booking a viewing session or even a workshop where we can discuss your requirements in full – please get in touch with the team – we’d love to hear from you.
We are a trusted Microsoft Dynamics 365 partner with over 25 years experience working with education providers.
Our in-house technical expertise combined with our first class Customer Success Programme is what stands us apart from the rest.
See it online
The best way to see how Dynamics 365 RLG can benefit your organisation is through a 40 minute demonstration. This can be done online or in person. We are also looking for early launch partners – please get in touch if you’d like to know more. We are offering special rates to those involved.