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Ryan Plourde, Crowe

3 Powerful things AbleBridge did for Microsoft Dynamics CRM Customers in September

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  1. 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. 
  2. 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 vs. sales prospecting efforts vs. actual sales execution.
  3. 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 any organization.  It’s a rare occasion when we can’t provide a technical solution to a business problem with Dynamics CRM.  AbleBridge 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 AbleBridge chose to make it our only CRM technology focus.

by AbleBridge, your Massachusetts Microsoft Dynamics CRM Partner

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