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Case-Study

Case Study | Global Events Infor/Saleslogix CRM to Dynamics 365 Online

The Organization Maritz Travel has provided event management, design, and meeting logistics services for more than 50 years. Headquartered in St....

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Maritz Global Events Dynamics 365 Case Study

The Challenge After restructuring the company’s business management process, Maritz Travel leadership realized they had different CRM requirements...

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Litigation Management Inc Dynamics 365 Case Study

The Challenge Like many organizations, LMI began with a basic on-premise CRM system. However, as the company grew, it struggled with utilization...

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Case Study | Construction

The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...

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