Updated · Originally published
We’ve been evangelizing the value proposition of the Microsoft Dynamics CRM platform for quite some time now. Any business can mold a business solution specific to the relationships it needs 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 have 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 + 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,
