Unifying CRM Systems for a Health, Wealth & Life Insurance Firm with Dynamics 365 CE
Unifying CRM Systems for a Health, Wealth & Life Insurance Firm with Dynamics 365 CE Industry & Challenge A leading financial services firm...
Case-Study
Modernizing Sales and R&D with D365 & Power Platform | Manufacturing
Modernizing Sales & R&D for a Chemical Manufacturer with D365 & Power Platform Industry & Challenge A chemical manufacturing company struggled with...
Reviving a Struggling CRM Implementation | IT Firm with D365 Sales
Reviving a Struggling CRM Implementation for an IT Firm with Dynamics 365 Sales Industry & Challenge An IT services company had already implemented...
Reliable CRM Support During an Internal Employee's Extended Leave
Reliable CRM Support Provided When the Internal Resource Was Unavailable at a Wealth Management Firm Industry & Challenge A wealth management firm in...
Using Microsoft Dynamics 365 to Eliminate Data Silos in Manufacturing
Modernizing Business Systems: A Manufacturer’s Move to a Unified Microsoft Platform Industry & Challenge A chemical manufacturing company faced a...
A Salesforce to Dynamics 365 Sales Migration Journey for a Cybersecurity Firm
Salesforce to Dynamics 365 CRM Migration A global leader in cybersecurity sought a transition from a heavily customized Salesforce environment to...
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....
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...
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...
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The Challenge Upon completing a restructuring of the company’s sales process, Welty found its outdated CRM configuration inadequate to support its...