Goldcrest Solutions, Microsoft CRM and Customer Management Solutions, Asset Management Software, Bereavement Management Software, Cemetery Management software, Bereavement Management Solutions, Asset Management Solutions

Goldcrest CRM Solutions

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Microsoft Dynamics CRM is the perfect solution for customising to match an organisation's requirements. We at Goldcrest Solutions have worked closely with our customers to develop some truly innovative solutions based on Microsoft Dynamics CRM, these include:

Solution Name	Description
Complaint & Correspondence Relationship Management (CCRM)	Our complaint management module handles the five stage correspondence and complaint management cycle to ensure that all correspondence is handled in the most optimum manner. Key features include automated response emails, service level agreements (SLAs), integrated template and document handling, compensation management and a full audit trail.
Project Management Solution (PMS)	Project management and Customer Management naturally fit well together and our Project Management solution takes the very best features of project management tools such as MS Project import capabilities, fully functional gantt chart, resource management, time sheet management, risk management and links these to customer and activity records in CRM.
CRM For Housing Associations	Housing Associations must provide excellent customer services to their tenants, however the typical Housing Management system is not designed to act as a call centre and customer managment solution and that's where our solution bridges the gap.
Procurement Relationship Management (PRM)	More and more larger organisations have a procurement team to manage purchasing to ensure that the procurement process is handled in the most optimum way. We have developed a procurement module for CRM to allow the process to be fully managed within CRM which in part is handled by our OJEU templates. Our solution also allows procurement management teams to manage cost savings throughout the procurement process and also manage the contract post sale.
Accounts Relationship Management (ARM)	The power of a CRM solution is its ability to link to other applications and our ARM (Accounts Relationship Management) provides an easy way to give basic account capabilities to the typical CRM user eg. partial invoicing, credit note creation and handling payments and for those details to be automically be transferred into the accounts system.
Call Centre Management	A call centre needs a solution that is quick, easy and fast. By linking to the phone system, automating tasks, integrating to voice recording software and tailoring screens our call centre add-on provides just such a solution.
Asset Relationship Management (ARM)	Store and manage all enterprise assets in an easy to access Microsoft CRM database. Store specifications, user manuals, compliancy details, testing alerts, periodic service details, location and purchasing information against the asset and also link to manufacturers websites. Schedule and record jobs and automatically allocate to the appropriate engineer.
Bereavement Management (BM)	The bereavement management module offers all the benefits of the Microsoft CRM The bereavement management module offers all the benefits of the Microsoft CRM platform plus all the functionality essential for managing cemeteries and crematoria including burial and cremation scheduling, memorial management, diary scheduling, document production, grave digging requests, disinterments, cemetery mapping and much more.

Additionally, we have developed functionality that can be used as part of the above solutions or be used to augment a standard Microsofoft Dynamics CRM implementation (see below). If you think that any of the solutions may benefit your business then contact sales@goldcrestsolutions.co.uk or call +44(0)8700610100.

What's it called	What does it do	Where would you use it
Mailmerge	Enhanced mailmerge capabilities to allow for fast and automated generation of merged faxes, letters or emails.	In the call centre in a complaints department or anywhere where there are many different templates and many different ways to interact with a customer is needed.
Enhanced follow-ups	The follow-up call functionality in CRM is useful but limited, so we have enhanced the functionality so ALL the fields on the original activity record are copied across into the new activity.	Wherever the organisation generates many follow-up activities.
Audit Trail	Audit trail in the history area of CRM that will record all, or some, of the changes made to CRM dependent on configuration.	Anywhere where it is important to track all changes to a record.
De duplication	Enhanced de-duplication which will allow for any entered companies to be checked on entry, this can be fully customised to include fuzzy, soundex and bespoke searches for duplicates	Particularly useful if there are many operators entering data and/or if it is vital for a business to maintain a very 'clean' database.
Recruitment system	Prospective employees can upload CVs and update their details via a portal and then internal users can search for the right applicant via qualifications, experience and postcode.	Useful for recruitment organisations or larger organisaiton that want to handle speculative CVs in the most productive manner.
Subscribe to changes	Ability to sign up to be notified if changes are made to records in the system, this can be setup at a field or record level.	Want to keep tabs on particular records and monitor updates? Then this is the solution for you.
Parent Account Address Update	Address updates to contact from the account record when the address changes are made to the top level account entity.	This is a very handy solution for any organisation using CRM.
TAPI	Fully functional incoming and outgoing TAPI integration that can be enabled on any entity and can pop the appropriate record on inbound calls and automatically dial an outbound number.	Ideal for call centres and any other organisaiton that predominantly uses telephone interactions to manage their customers.
Voicerecording	Integration with voice recording. Voice recordings are stored as .WAV files against the contact record in CRM and only authorised individuals can then listen to the recording.	This module is ideal for call-centres and complaints departments.
Credit Notes	CRM functionality stops at Invoices, but our enhancement extends the CRM functionality to include the creation of credit notes partial invoicing, payment allocation, VAT handling and banding. Each of these elements are avaiable on their own or are available as an Accounts module.	Ideal for an organisation wanting to provide basic easy to use accounts functionality from within CRM.
Partial Invoicing	See Above	See Above
Payment allocation	See Above	See Above
VAT handling	See Above	See Above
Banding	See Above	See Above
Integration to QuickBooks	Integrating to Accounts systems from CRM can be a challenge but we have developed an integration to QuickBooks including passing details of order, invoice, credit note and payment details to QuickBooks.	Any organisation running QuickBooks.
Email marketing	Email marketing integration to CRM allows for a complete integrated solution that allows for CRM to integrate to leading email marketing solution, PURE360.	If an organisation is thinking of investing in email marketing technologies or has already invested in PURE360.
Dashboards	Dashboards in CRM and SharePoint (Marketing, SFA and Complaints)	This is a must have for all organisations wanting a visual representation of their customer data.
Credit card verification	The ability to enter credit card details into CRM and for those details to be verified automatically without having to access a separate program.	This would be a benefit to any organisaiton that takes credit card details and processes payments via CRM.
Faxing	The ability to send faxes from within CRM via mail-merge or the fax activity.	Organisations where faxing is still a key element of their business.
Compensation	Allocate compensation amounts and types eg. gifts or money based on CRM access rights.	Ideal for any complaint and correspondence based organisation.
SLA and priorities	Automated SLA and priorities.	Ideal for any complaint and correspondence based organisation.
Reschedule multiple activities	Being able to select multiple activities and then change the due date.	If activities (letters, email, phone calls) are central to your business then this module is must have.
Background colour changing	Ability to change the background colour of an entity based on a pick list selection.	If the organsiation uses RAG ratings or SLAs then this is a very iseful addition.
Enhanced Addresses	Multiple addresses can be setup at the Account level and then set to 'main'. When a contact is then created against the contact the 'main' address is then select as the contact default address.	Ideal for companies that store multiple addresses against an account and want to be able to speed up and automate the adding of associated contact record.

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