Acora customer relationship management solutions and services

CRM Services

Harness immense benefits from the Dynamics 365 stack coupled with extensive implementation expertise that delivers real value

Technology alone will not get you there

Your Business Application Journey Begins

Embarking on an investment journey in any type of Business Application is often the first step for many organisations. And identifying clear outcomes and real value from that investment is also key. But the technology alone will not get you there.

When starting out on your journey, it is important to consider why you are starting this, what the end goal is you are working toward and what future opportunity is this offering you to make headway in for future transformation in the following years to come? With the world of business ever-changing, with new hurdles to navigate and opportunities to explore, we understand at Acora the pressure to innovate whilst continuing to operate at a business as usual level.

Built on a single, unifying customer data solution

Dynamics 365 Implementation Experts

As an AI-powered CRM Solution, Dynamics 365 Customer Engagement is designed for rapid innovation to enable your workforce to adapt to the ever-green nature of new processes, customer interactions and the velocity of data organisations are now working with. Directly tackling productivity and collaboration, and business data and processes, Dynamics 365 Customer Engagement as a solution, coupled with Acora’s Microsoft Expertise in creating a custom approach, ensures service and technology success.

At Acora, we have been successfully supporting organisations onto Dynamics 365 from legacy or restrictive CRM solutions, demonstrating the right methodology combined with extensive experience, and a realistic approach to implementation. And no matter where you are on your transformation roadmap, that guidance and support to implement the next steps your organisation requires is fundamental in putting you on that path to success.

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Translating Business Requirements into the Right Solution

The Design, Build and Run Approach

The full Dynamics 365 Customer Engagement stack offers seamless integration across your business, enabling teams to access real-time customer data effortlessly. This connected approach streamlines tracking interactions and managing the entire customer lifecycle—from lead generation all the way through to post-sale support.

CRM Business Requirement Gathering and Design Stage

Business Requirement Gathering and Design Stage

The Business Requirement Gathering and Design Stage is critical to successfully implementing the Dynamics 365 Customer Engagement stack. This stage ensures that the solution aligns with your business goals, processes, and user needs, forming a solid foundation for effective implementation.

Investing time and resources in this stage ensures that your Dynamics 365 implementation delivers real business value, minimising risks, reducing costly changes later in the project, and ensuring user adoption through a solution that fits your organisation’s custom needs.

CRM Implementation and Build Stage

The Implementation and Build Stage

The Implementation and Build Stage is the engine room of your project. This is where the vision and strategy outlined during the design phase comes to life, focusing on precision, collaboration, and quality assurance.

This phase ensures the system delivers on its promise to streamline operations, enhance customer engagement, and provide actionable insights. With a solution tailored to your unique business needs, you’re positioned for a successful go-live and long-term ROI from your Dynamics 365 investment.

The CRM Run Stage

The Run Stage

The Run Stage is the final phase of implementing the Dynamics 365 Customer Engagement stack and focuses on deploying the solution, driving user adoption, and ensuring its continued success.

This stage transitions the system from project mode to business-as-usual, delivering sustained value and operational excellence, delivering on its promise to enable your team to use it effectively and ensuring it integrates seamlessly into daily operations. Whether it’s resolving initial challenges or planning for future growth, the Run Stage keeps your system aligned with your evolving business needs.

Customer Success

We had a sense from Acora that they were real people who cared as much about the working relationship as the technology service. They weren’t pre-occupied with what they could get from us and bureaucracy, but on how they could help us achieve what we needed. They mitigated our risks for the legacy systems by working with existing partners to ensure continuity of service and no loss of intellectual capital.

Karen Washburn
IT Director
Chartered Insurance Institute

CRM FAQs

Microsoft Dynamics 365 Customer Engagement (CRM) is a suite of tools designed to support organisations in managing customer relationships, review key business processes to streamline, and ultimately drive business growth. It includes modules for Sales, Marketing, Customer Service, and Field Service.

Dynamics 365 CRM is a great tool for all kinds of businesses, from SME’s to Enterprise organisations across a variety of industries, seeking to improve customer interactions and operational efficiency.

At Acora, we provide complete end-to-end support services, including system setup, configuration, troubleshooting, training, data migration, integrations, and ongoing maintenance for Dynamics 365 CRM.

Absolutely! At Acora, we provide data migration services, ensuring your data is cleansed, transformed, and imported accurately and securely into Dynamics 365 CRM.

With over 20 years experience supporting customers with their Microsoft Stack, we recommend engaging users early in the process, providing comprehensive training, and configuring the system to be intuitive and aligned with their daily workflows.

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