Modern Customer Experience Starts with a clear CRM vision
Many organisations jump straight into technology decisions, only to discover later that their processes, data, and customer journeys weren’t aligned in the first place. That’s why the smartest CRM transformations start with stepping back, assessing how your teams work today, and identifying the gaps that a modern CRM should solve.
Common Pain Points
Growing service demand creating operational bottlenecks
Customer data scattered across spreadsheets, inboxes, and legacy tools
Manual processes leading to inconsistent customer experiences
Limited visibility across sales, marketing, and service journeys
Disconnected systems making insight and reporting difficult
CRMs (or BC/NAV CRM modules) that are underused, over‑customised, or outdated
Poor data quality caused by low adoption or a fragmented workflow
Why Dynamics CRM?
Once your organisation understands what it needs from CRM, Dynamics 365 becomes a powerful, future‑ready platform that delivers consistently, scales with your business, and connects effortlessly across your wider Microsoft ecosystem.
A single, unified platform for all customer data, channels and workflows
AI‑assisted agents and automated workflows for faster resolution
Real-time visibility across performance, service demand and customer behaviour
Deep integration with Microsoft 365, Teams, Power Platform & Business Central
A modular, scalable architecture for mid‑market and growing organisations
Caledonian Sleeper
Caledonian Sleeper swapped legacy tech for a sleek, AI-powered CRM – transforming customer service overnight. Discover how they streamlined operations, empowered staff, and elevated the luxury rail experience with Node4 and Microsoft Dynamics 365.
A strategic engagement workshop designed to give you absolute clarity before you invest in CRM.
Our CRM Envisioning Workshop gives you the space, structure and expert insight to define exactly what your organisation needs from a CRM and how to get there.
This consultant‑led, high‑value working session helps you make informed decisions, reduce risk, and accelerate your transformation with confidence and you can qualify for Microsoft funding support.
Solution Direction & High‑Level Architecture: Although the workshop is tech‑agnostic, we outline which platforms or approaches best match your needs, including how Dynamics 365 could support sales, service, marketing or operations.
Prioritised Roadmap & Business Value Case: We offer a prioritised set of initiatives, clear opportunity areas, a value‑driven business case and actionable next steps that prepare you for delivery.
Pre‑Workshop Discovery: We align your objectives, understand your current challenges, identify who should be involved, and gather the information needed to make the session productive. Up to 30% reduction in total Contact Centre operating costs through consolidation, automation and AI‑driven efficiencies.
Stakeholder Persona Mapping: We identify the roles involved across sales, service, marketing, operations and leadership, understanding their needs, responsibilities, frustrations, and the outcomes they care about.
Current‑State Process & Pain Point Assessment: Using tools to uncover what’s working, what you want to achieve but can’t yet and what’s broken or inefficient. This gives us a realistic view of your day‑to‑day challenges and opportunities.
‘Art of the Possible’ Demonstrations: Live, practical demonstrations showing how modern Microsoft CRM, automation, and AI could work for you, from AI‑generated summaries and automated workflows to customer service triage and connected journey insights.
Future‑State Vision & Opportunity Mapping: We co‑create a clearly defined view of what your CRM should enable, connecting your processes, people, data and customer touchpoints into a unified, efficient model.
Faster, More Predictable Issue Resolution
Consistent, High‑Quality Service Delivery
Lower Operational Costs
Higher Agent Productivity and Confidence
Complete 360° Customer Visibility
Predictable, Scalable Service Operations
Clear Dashboards and Service Insights
Outcomes
Who is it for?
Don’t have a CRM but know they need one
Have a CRM, but it’s underused, over‑customised, or no longer fit for purpose
Are considering replacing their existing CRM
Need clarity before adopting AI
Are dealing with rising service demand or customer complexity
Want to unify sales, marketing, service, operations and data
CRM Doctor
CRM Doctor is a focused health check designed for businesses that already have a Dynamics 365 environment in place but feel the platform isn’t delivering what it should. Whether adoption is low, processes don’t align to the way your business now works, or the system has been customised to a point where it’s become fragile, CRM Doctor helps you diagnose the underlying issues before investing in further development.
We deliver across CRM (Dynamics 365), ERP (Business Central), Data & AI (Power BI, Fabric, Copilot), UC & Contact Centre (Teams, telephony), cloud, and security.
Modern, secure, Microsoft‑aligned foundations
Every solution is designed with governance, compliance, identity and security in mind, ensuring your CRM is resilient, scalable, and enterprise‑ready.
A proven, structured delivery methodology
A clear pathway that takes you from exploration and planning through to implementation and continuous optimisation.
Accelerators to Speed up Delivery
Pre‑built templates, processes, case structures, automation patterns and data models help reduce time‑to‑value and simplify complexity.
AI‑powered customer insights & automation
From summarising interaction histories to intelligent case triage and agent assistance, we help you harness AI where it genuinely adds value.
Ongoing innovation & customer success
Access to free innovation tanks, health checks, training, and continuous improvement programmes, ensuring your CRM evolves as your business does.
Check Your Eligibility for a Funded Envisioning Workshop
Caledonian Sleeper swapped legacy tech for a sleek, AI-powered CRM—transforming customer service overnight. Discover how they streamlined operations, empowered staff, and elevated the luxury rail experience with Node4 and Microsoft Dynamics 365.
Mid-market organisations are doubling down on digital investment, and the opportunity for co-sell success has never been greater. Co-selling is a growth strategy.
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The Node4 Team
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