How We Have Seen Digital Transformation Impact Three Clients

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Digital transformation refers to the introduction of technology into your business processes to help your team work smarter, not harder. We’ve seen companies evolve into paperless offices with better organization of documents, centralized security and the automation of certain processes to reduce costs and improve productivity. We’ve also see how better communication technology, for instance Microsoft’s Skype software, which provides video and voice calls as well as instant messaging, can help a company move faster and maintain accuracy.

Digital technology can help facilitate employee workforce mobility programs, providing a big boost to employee productivity and morale while improving an organization’s culture.

Here are just a few of the ways we have seen our clients benefit from digital transformation:

1) An insurance agency that used to manage their client information on separate spreadsheets. Using Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) has:

  • provided a consolidated system of all client information across every Broker relationship.
  • significantly reduced the administrative time needed for tracking and updating policy renewal details.
  • resulted in implementation of commission tracking functionality that saves 20 hours a month on what used to be a very tedious manual process.

2) A web design agency wanted to efficiently manage project tasks and budget for individual customer projects. We designed a project management process in Microsoft Dynamics 365 that has:

  • provided Project Templates for each type of project, for quick and consistent setup of new projects.
  • streamlined task management through workflow rules based on project milestones.
  • simplified time entry allowing for real time analysis of project budget vs. project costs.

3) A technology company needed to automate their sales processes based on their newly designed sales methodology. We created a sales workflow in Microsoft Dynamics 365 that:

  • aligns defined opportunity sales stages to the order and completion of relevant sales activities.
  • drives adoption of new sales methodology by providing clear definition of the sales process.
  • reduces sales pipeline subjectivity for better visibility and accuracy of the sales forecast.

Could your business benefit from digital transformation? We think it could, and we’d like to show you how. Download the free whitepaper at for more examples.

Contact our digital transformation experts at Crowe Horwath at 877-600-2253 or

By Ryan Plourde, Crowe Horwath, Microsoft Dynamics 365 Gold Partner,

Follow on Twitter: @CroweCRM


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