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| Over the past two years we have been dedicated to implementing Microsoft Dynamics CRM. During this time we have worked with companies in a variety of industries and company size. Here is a sample of recent customer implementations. |
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| Insurance |
| Employees: |
250 |
| Location: |
Grass Valley, CA |
| Project Included: |
ACT Data Migration Weekly lead imports Initial Rollout to Sales & Marketing | |
Situation ACT was not conducive for an entire sales team. Data consistancy was poor as field formatting rules were not enforced. CRM was implemented to enable the sales and marketing team to more effectively collaborate on lead and customer management. | |
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| Auto Finance |
| Employees: |
500 |
| Location: |
Sacramento, CA |
| Project Included: |
ACT Data Migration Track-IT Data Migration Initial Rollout to Client Management & Service | |
Situation Prior to implementing CRM, the customer support teams were managing client requests in Outlook. This was not conducive to effectively managing support history or escalating requests to other teams.
CRM is being used internally by the following departments: operations, customer support, help desk, IT, sales and account executives.
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| Home Entertainment |
| Employees: |
10 |
| Location: |
Los Angeles, CA |
| Project Included: |
Initial import of Outlook Contacts Initial Rollout to Sales, Service & CRM Mobile | |
Situation In this case, CRM was implemented for sales and customer support management. Data was primarily imported out of individual Outlook address books. In addition to CRM, the customer implemented the CRM Mobile clients. This enabled their technicians to access CRM data from the road.
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| Medical Board |
| Employees: |
20 |
| Location: |
San Francisco, CA |
| Project Included: |
Custom development | |
Situation CRM is being utilized to manage member and prospective member accounts. We have extended CRM functionality to fully qualify and process membership inquiries. | | | |