Microsoft Dynamics CRM Industry Solutions

Microsoft Dynamics CRM built to solve your business needs

Touchstone has developed three different industry solutions built on Microsoft Dynamics CRM. Touchstone CharityPoint for Charities and Fundraisers, Touchstone Client Manager for Financial Services, and Touchstone Employer Engagement Manager (TEEM) for Colleges of Further Education.

Touchstone CharityPoint for Charities and Fundraisers

Touchstone CharityPoint is a complete donor management and fundraising application that offers Not for Profit organisations a fully integrated system, delivered through the familiar and intuitive Microsoft Office Outlook environment.

Touchstone CharityPoint enables your organisation to focus on the effectiveness of fundraising efforts to ultimately provide maximum support to your beneficiaries.

Touchstone CharityPoint enables your business to:

• Maintain a comprehensive source of demographic information for the whole organisation
• Completely understand constituent relationships through graphical displays
• Process all donations and income received by the charity
• Process full Gift Aid, from GAD through to refund allocation
• Create, run and monitor the effectiveness of campaigns, appeals and solicitations
• Communicate effectively with all constituent types through a variety of mediums such as e-mail and letter
• Manage membership and subscription information and processes

Read more about Touchstone CharityPoint or request more information now.

Touchstone Client Manager for Corporate Broking & Finance

The proven power of this system in building long lasting client relationships across multiple business functions has been tailored by Touchstone to deliver a financial services specific solution.

Client Manager enables your business to:

• Improve customer service and retention
• Deliver specific and targeted marketing campaigns
• Innovate up and cross selling practices
• Build additional competitive advantage

Read more about Touchstone Client Manager or request more information now.

Touchstone Employer Engagement Manager (TEEM)

TEEM has been designed to reduce the time needed to modify screens to be more College-friendly and to reduce the time needed to deliver standard reports required by senior management teams and auditors. Easy report generation ensures that Colleges of Further Education have the opportunity to gain rapid insight into their employer engagement activities and be measurable against targets much more quickly and accurately.

TEEM enables employer engagement teams to:

• Deliver a professional, high standard of customer service
• Reduce the time needed to prepare reports
• Utilise a highly-effective marketing toolkit
• Analyse and audit results quickly and easily

Benefits of TEEM:

• Reduced cost of development by working the way your business does
• Reduced training needs by working the way you do
• Reduced total cost of ownership by working the way technology should

• Request more information