Updated · Originally published
We’ve been evangelizing the value proposition of the Microsoft Dynamics CRM platform for quite some time now. One where any business can tailor a solution to meet the specific relationships they need to manage. The concept of XRM (X = Anything Relationship Management) is one we’ve been talking about for years. I could certainly forego yet another acronym out there, but it really does encapsulate the value of the Microsoft Dynamics CRM platform.
Here are some recent real-world examples of some business challenges we solved across industry and business function with the Microsoft Dynamics CRM platform.
1) Automated the commission tracking process in Microsoft Dynamics CRM for an Insurance Agency
- Automated the inbound processing of monthly commission statements received from multiple Insurance Carriers.
- Automated the calculation of outbound commissions paid to the Agency’s producers.
- Transformed a manual process that once took 2 weeks a month to complete to one that now takes four hours a month to complete.
2) Implemented a project tracking system in Microsoft Dynamics CRM for a Professional Services firm that wanted to track new customer onboarding deliverables.
- Created the concept of a project template with associated activity items for each type of project.
- Provided consistency is deliverables and visibility into the ‘next steps’ scheduled for each customer implementation.
3) Implemented a sales call tracking system in Microsoft Dynamics CRM for an Equipment Manufacturer.
- Instituted a consistent sales methodology for prospecting and lead qualification.
- Provided an easy interface for sales reps to manage their call-down lists.
- Created real-time dashboards of outbound prospecting for each sales rep.
ForgeXRM has helped many organizations marry business processes with technology using Microsoft Dynamics CRM. Feel free to contact ForgeXRM to learn more or request additional information.
ForgeXRM + Microsoft
develops innovative solutions that drive productivity and empower businesses to achieve more with the and .
With our deep specialization, industry-leading CRM solutions for and , and Add-Ons for and our configurable , we accelerate innovation and empower businesses to maximize their CRM investments.
. We’d love to connect and learn more about your goals and explore how can support your organization’s needs.
By Ryan Plourde, ForgeXRM,
