WE LEVERAGE DYNAMICS 365 FOR

DIGITAL TRANSFORMATIoN

We leverage the latest technologies to accelerate innovation in your business, transforming key processes to unlock ongoing improvement.

CUSTOMER EXPERIENCE DESIGN

We pinpoint the processes and technologies needed to deliver a seamless experience for your customers - and drive your bottom line.

MARKETING   TECHNOLOGY

We'll design & implement the optimal technology stack to support your marketing objectives and supercharge your marketing output.

CLIENTS

We specialise in working within the financial services and media sectors. Recent client engagements include:

WHAT WE DO

We help our clients build a world class customer experience ecosystem. One which delivers relevant, personalised, and contextual experiences, whilst generating tangible commercial impact through the effective implementation of Microsoft Dynamics 365 solutions.

Digital transformation

Evaluate your organizations’ digital maturity in order to define and execute a technological transformation plan which supports your business’ commercial objectives.

Digital Jumpstart

Designed to kick start your digital journey and get you quickly up and running with a CRM solution that drives both customer experience - and your bottom line.  

CRM Rescue

We apply 30+ years of combined experience to help turn around ‘failing’ or poorly implemented CRM initiatives.  

CRM Health Check

A thorough, yet easy-to-digest audit to verify that your current CRM application is performant.

Resource On Demand

We provide organizations with additional digital/CRM resources as and when required, without burdening your bottom-line with specialist full-time hires

Technologies

OUR 4D APPROACH

Discover

We work with you to identify the organisational benefits of using Microsoft Dynamics 365 as part of your digital transformation journey. We’ll embark on a thorough discovery process, mapping commercial objectives and desired outcomes against the technology landscape, aligning key business strategies with associated success measured.  

Define+Design

We outline the steps and strategies that will drive successful digital change within your organization. Taking a truly customer centric approach, we design the appropriate processes and define the technical solutions required to build a world-class customer experience ecosystem.

Deploy+Deliver

We implement robust Microsoft Dynamics 365 solutions, aligned with your organisation’s digital transformation strategy and commercial objectives. We deploy using an iterative, sprint-based delivery approach, with regular checkpoints to provide business stakeholders visibility of progress against the project outcome.

Develop

We develop a clear and considered roadmap to extend and augment the value and impact of newly implemented technological capabilities. We propose additional solutions, aligned with our clients’ future vision, sharing pragmatic recommendations that help our clients get the most from the Dynamics 365 cloud solution, long after project completion.

WHY Insight xRM?

75+ YEARS OF COMBINED EXPERIENCE

Between us, we bring expertise garnered over 75+ years leading large-scale, full-lifecycle, end-to-end CRM implementation projects for top-tier organizations within the Financial Services and Media sectors.

TRUSTED & SECURE

As a Microsoft accredited partner, our focus is on driving value through a partnership built on trust. All the data we work with is fully encrypted, backed-up and stored at Microsoft Datacentres. 

INTEGRITY-FOCUS-PASSION

We work with Integrity, Focus and Passion. These are our three guiding values - and the three qualities that you’ll see reflected in all our work.