It doesn’t seem possible to me that summer is officially over; after all, in New England we’re lucky if we get 9 weeks of summer weather before we start thinking about Red Sox playoff hopes, fall foliage, and the inevitable 16 weeks of winter!! But now that summer is in the rear view mirror, I wanted to reflect on the busy summer ForgeXRM had and highlight a few examples of some CRM projects we deployed in July and August.
1. Deployed a Project Management solution within Microsoft Dynamics CRM for an IT Service Provider who needed a more consolidated view of active projects and project task deliverables.
o Provided a consolidated view of all projects, project tasks, resource time and expense
o Significantly reduced the administrative effort to create new projects through the implementation of project templates, while maintaining consistency around different project types.
o Provided the ability for bulk Time Entry and Dashboards for visibility into project budget vs. time spent, resource utilization, and project task assignment.
2. Implemented Microsoft Dynamics CRM for an Insurance Agency looking to better manage their client relationships and streamline agency operations regarding policies, commission schedules, and customer service.
o Migrated data from their existing agency management system and had all users on Microsoft Dynamics CRM in less than a few days.
o Simplified the incoming and outgoing commission reconciliation process and saved the agency 24 administrative hours in the first month.
o Deployed Reports that measure key metrics around client stewardship, producer sales activity and commission tracking.
3. Implemented Microsoft Dynamics CRM for a leading Chemical Manufacturer looking to better manage their distributor relationships, sales activities, and information visibility.
o Provided a consolidated system of all distributor and end-user customer information
o Provided a mechanism to track sales activity and competitive product information to identify up-sell / cross-sell opportunities in their customer base.
o Integrated Microsoft Dynamics CRM with their ERP / Order Processing System using Scribe Software for real time data integration.
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By Ryan Plourde, ForgeXRM,
