Microsoft Dynamics 365 Customer Insights Data, Journeys, Sales and Service & Managed Service
The Salocin Group is a Microsoft Dynamics 365 Marketing and Sales/Service consultancy providing a wide range of services and project delivery, including: requirements gathering to understand and deliver your CRM outcomes, including; ‘proof of concept’, configuration, integration, deployment and training of the finished Microsoft Dynamics 365 solution; with ongoing support.
Features
- Requirements analysis, business case creation and Proof of Concept
- Detailed discovery workshops and solution design (Catalyst)
- Microsoft Dynamics 365 Customer Engagement (CRM) configuration
- Microsoft Dynamics 365 Customer Engagement integration with other systems
- Solution testing, UAT, deployment and Go-Live Support
- Training, including user training; "train the trainer"; administration; configuration
- Migration to Dynamics 365 Online from On-Premises or other systems
- Project Service and Power Platform
- Digital transformation, including engagement in organisational change and user adoption
Benefits
- Strategic engagement on CRM across your business / organisation
- Ensuring best practice approach to cloud CRM solution design
- Agile project methodology to help realise CRM benefit rapidly
- Microsoft Dynamics 365 Customer Engagement (CRM) tailored to your needs
- Utilising 'best of breed' add-on components to maximise ROI
- Cloud-hosted solution assessment for best practice and cost savings
- User adoption strategies to help ensure CRM take-up and success
- Automation, efficient WoW and time saving processes
- Cost savings introduced by automation
- Tailored engagement through data and strategy to drive customer engagement
Pricing
£950 to £1,050 a unit a day
Service documents
Request an accessible format
Framework
G-Cloud 14
Service ID
9 7 7 1 3 7 2 5 5 7 1 3 1 3 1
Contact
THE SALOCIN GROUP LTD
J Cromack
Telephone: 01225480480
Email: j.Cromack@salocin-group.com
Planning
- Planning service
- Yes
- How the planning service works
-
The Salocin Group adopts a comprehensive approach to strategizing the implementation of Microsoft Dynamics 365 Customer Engagement (CRM), taking into consideration the unique strategic and operational requirements of each client. All potential solutions are thoroughly evaluated before collaboratively determining the optimal approach.
Microsoft Dynamics 365 Customer Engagement Online is available as a fully managed Software as a Service (SaaS) from Microsoft, hosted in Government-accredited UK datacentres.
Alternatively, Microsoft Dynamics 365 Customer Engagement can be deployed within Platform as a Service (PaaS) or Infrastructure as a Service (IaaS) environments, commonly on Azure.
Understanding the ramifications of these deployment options across strategic, budgetary, technical, dependency, and functional aspects is a pivotal responsibility undertaken by The Salocin Group solution architects and consultants. - Planning service works with specific services
- Yes
- Hosting or software services the planning service works with
-
- Microsoft Customer Insights Data
- Microsoft Customer Insight Journeys
- Microsoft Azure
- Microsoft Power BI
- Microsoft Fabric
- Microsoft Power Automate
- Microsoft Synapse
Training
- Training service provided
- Yes
- How the training service works
-
The Salocin Group suggests adopting a "train-the-trainer" methodology for end-user training, where customized training sessions, such as role or scenario based training, are delivered to designated "super-users" who then cascade the knowledge throughout the organization. This approach offers several advantages, including cost-effectiveness, comprehensive knowledge transfer to the super-users, and fostering greater self-reliance. End-user training, facilitated by the super-users, is conducted in a comprehensive manner and can be reiterated as needed, such as for new employees. This can be delivered in person or on-line.
The training curriculum also encompasses crucial aspects of system administration, configuration, and client installations.
Nevertheless, if necessary, The Salocin Group's consultants are equipped to provide comprehensive onsite end-user training. In such cases, a mutually agreed schedule is devised to ensure all users receive requisite training tailored to their roles and availability.
Typically, training is conducted by consultants from the consultancy team who have been involved in the project. - Training is tied to specific services
- Yes
- Services the training service works with
-
- Microsoft Customer Insights Data
- Microsoft Customer Insights Journeys
- Microsoft Power BI
- Microsoft Power Apps
Setup and migration
- Setup or migration service available
- Yes
- How the setup or migration service works
-
Migration from Microsoft Dynamics CRM / 365 Customer Engagement On-Premise (including Private Cloud) to Microsoft Dynamics 365 Customer Engagement Online. Includes solution evaluation, remediation and migration, as well as data migration.
Migration of non-Microsoft CRM systems to Dynamics 365 Customer Engagement Online is also available. - Setup or migration service is for specific cloud services
- Yes
- List of supported services
-
- Microsoft Dynamics 365 Customer Insights Data
- Microsoft Dynamics 365 Customer Insight Journeys
Quality assurance and performance testing
- Quality assurance and performance testing service
- Yes
- How the quality assurance and performance testing works
-
The Salocin Group employs a rigorous testing methodology comprising several rounds of unit and internal testing before deploying to a customer's Non-Production environment for User Acceptance Testing (UAT).
The Non-Production environment replicates the configuration of the live Production environment, facilitating realistic performance testing.
The Salocin Group offers support, guidance, and hands-on assistance throughout the UAT process. This may involve providing training, assisting in designing UAT protocols and test scripts, overseeing UAT execution, reviewing UAT results, and implementing changes based on UAT feedback.
Security testing
- Security services
- Yes
- Security services type
-
- Security strategy
- Security design
- Security audit services
Ongoing support
- Ongoing support service
- Yes
- Types of service supported
-
- Buyer hosting or software
- Hosting or software provided by a third-party organisation
- How the support service works
-
The Salocin Group provides a comprehensive array of support services for Microsoft Dynamics 365 and SharePoint, custom-tailored to meet the specific requirements of each client.
Operating from our UK-based helpdesk, one of the largest Microsoft Dynamics support centers in Europe, The Salocin Group offers a team of specialized support engineers available to offer primarily remote assistance for all aspects of the solution.
Our support services span from second-line application-only support, which is typical of SaaS implementations where platform support is handled by Microsoft, to fully managed services in Azure or other cloud environments.
Service scope
- Service constraints
- All services are tied to a agreed statement of work between The Salocin Group and the Client.
User support
- Email or online ticketing support
- Email or online ticketing
- Support response times
- Subject to terms of service level agreement.
- User can manage status and priority of support tickets
- No
- Phone support
- Yes
- Phone support availability
- 9 to 5 (UK time), Monday to Friday
- Web chat support
- No
- Support levels
- Support levels depend on service level agreements
Resellers
- Supplier type
- Not a reseller
Staff security
- Staff security clearance
- Other security clearance
- Government security clearance
- Up to Baseline Personnel Security Standard (BPSS)
Standards and certifications
- ISO/IEC 27001 certification
- Yes
- Who accredited the ISO/IEC 27001
- British Assessment Bureau
- ISO/IEC 27001 accreditation date
- 11/04/2013
- What the ISO/IEC 27001 doesn’t cover
- The scope of the certification covers all of The Salocin Group LTD
- ISO 28000:2007 certification
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- Yes
- Cyber essentials plus
- No
- Other security certifications
- No
Social Value
- Social Value
-
Social Value
- Fighting climate change
- Tackling economic inequality
- Equal opportunity
- Wellbeing
Fighting climate change
We develop an annual Environmental Management System (EMS) whereby we track our carbon neutrality and offsetting goals. We publish the EMS to our teams and on our website to provide complete transparency. We also work with fellow B Corp, Ecologi to offset our people travelling to the office, working from home and meeting clients. For more information, please see our EMS.Tackling economic inequality
We reviewed all our role profiles and job adverts specifying the requirement to have a degree for any role. We have also introduced a robust apprenticeship programme to foster a culture of accessible learning opportunities and career development. Our apprenticeship scheme also provides our apprentices the access to fully subsidised travel to the office for one to one or team learning.Equal opportunity
We publish an annual Impact Report to set ourselves goals and review whether we have achieved those goals. We introduced a future female leadership programme to support the development of female talent and increase female representation into leadership roles.Wellbeing
Our culture is centralised around supporting our people’s wellbeing. Our wellbeing policy sets out all the initiatives we have in place to support wellbeing, such as a 24-hour confidential employee assistance programme, a £300 lifestyle benefit to support personal development and improved wellbeing, and flexible working and Friday policies to support better work life balance.
Pricing
- Price
- £950 to £1,050 a unit a day
- Discount for educational organisations
- No