Updated · Originally published
- Implemented a project management solution in Microsoft Dynamics CRM for a Technology company needing a better way to manage their customer project lifecycle.
- Provided a 360-degree view into the relationships that make up a project in one single location.
- Project tasks aligned with project budget for instant visibility into budgeted vs. actual time spent.
- Time management and resource utilization functionality provides for easy time entry and resource utilization metrics.
- Streamlined the sales prospecting process in Microsoft Dynamics CRM for an Insurance Agency
- Automated the tracking of outbound calls and follow-up activities with customers and prospects.
- Significant time savings for the sales agents and increased efficiencies in managing their prospecting pipeline.
- ‘Closed Loop’ marketing report provides organization-wide visibility into marketing’s efforts, sales prospecting efforts, vs. actual sales execution.
- Created a workflow in Microsoft Dynamics CRM for a Manufacturing company that wanted to track the time spent on service issues submitted by their Manufacturer Representatives.
- Emailed support incidents automatically create a Service Case record in Microsoft Dynamics CRM and are routed to the appropriate resource for follow-up.
- Closing a service case automatically tracks the resolution time against a Service Level Agreement.
- Automated Service Case escalation and notification based on priority and follow-up time.
Our customers constantly remind us of the flexibility and value the Dynamics CRM platform can provide to any organization. It’s a rare occasion when we can’t provide a technical solution to a business problem with Dynamics CRM. ForgeXRM has implemented CRM projects for a long time, and we’ve represented many of the competitive CRM software products on the market today. Microsoft Dynamics CRM truly is heads above the rest, and it’s the reason ForgeXRM chose to make it our only CRM technology focus.
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By Ryan Plourde, ForgeXRM,
