user global Professional Services Firm
Key Project Objectives:
- Support key account management
- Enhance relationship intelligence
- Support data migration and marketing communications initiatives.
xRM solution based on a leading vertical solution.
user Investment Banking Firm
Key Project Objectives:
- Support deal management
- Enhance relationship intelligence
- Data migration
- Multiple internal and external data integration points.
Implemented custom xRM solution
user P/R Firm
Key Project Objectives:
- Support contact management
- Enhance relationship intelligence
- Support marketing communications as a phase I goal.
Implemented an “Out of the Box” CRM solution
user Professional Service Firm
Key Project Objectives:
- Integrate Dynamics CRM with Dynamics AX
- Joint custom development and consulting services engagement with the clients existing AX partner.
Implemented Custom CRM solution
user global IT manufacturing Firm
Key Project Objective:
- Increase user adoption among sales and marketing team
- Deliver content, team, product, and process to give sales team the need for CRM
- Show benefit of CRM to help drive revenues to quickly realize ROI.
xRM solution to guide salespeople to success utilizing firm’s existing sales methodology.
Upgrade Projects:
A variety of projects designed to enable clients to stay current and to enable the benefits of Microsoft’s continued product enhancement.