BlueCRM

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The Solution

We have developed BlueCRM, our Microsoft Dynamics 365 CRM product, to provide an 80% fit for the average NFP organisation but to also allow for that specific 20% that makes your organisation unique. This enables us to rapidly deploy sophisticated solutions whilst minimising risk and client resources. We listen closely to your needs but will also be honest and transparent in our recommendations and about whether a process can be improved.

Our experience in the sector and the feedback from each client implementation has driven the development of BlueCRM.  Additionally, our observation of sector preferences continuously feeds into the future development and enhancement of our solution. This, in combination with Microsoft’s regular upgrades means that BlueCRM is relevant and responsive to change, just like your business.

 
 
 

BlueCRM Framework Fundamentals

Membership

  • Individual & organisational membership management
  • Sophisticated pricing model which is highly configurable
  • Extensive member lifecycle automation
  • 360⁰ view of member

Events

  • Multi-delegate, multi-event, multi-session structure and pricing capabilities
  • Advanced reporting including profit & loss tracking
  • QR coding and integration for delegate tracking
  • Integration with external booking and management system

Education and Learning

  • Fully structured course, module and unit management
  • Exam and assessment tracking and management
  • CPD activity tracking and management
 

Finance

  • Full sales ledger functionality
  • All areas of CRM supported
  • Standard reports suite
  • Integration with external finance systems
 

Communities and Groups

  • Multi-level group structure
  • Group membership automation based on configurable criteria
       

      Marketing

      • Campaign management
      • GDPR compliance tools
      • Integration with external marketing platforms
       

      Intelligence

      • Power BI reporting suite
      • Extensive standard reporting
      • Personalised Dashboards for insights at a glance
      • Highly customisable

         

         

        Integration

        • Compatible with multiple integration methodologies
        • Rapid interface build capability
        • Complex integration with Websites, Finance Systems, Online Learning Portals and specialist 3rd party tools
        • Robust Microsoft Dynamics 365 security model
           

          Web Portal

          • Under development...
          • Online access for Events registration and payment
          • View Membership details online