Microsoft Dynamics CRM Industry Solutions

Microsoft Dynamics CRM built to solve your business needs

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

Touchstone Client Manager for Financial Services

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