How A Leading Global Asset Management Firm Increased Growth with the Microsoft Power Platform
The most successful organizations are always looking for opportunities for growth. Not long ago, AKA Enterprise Solutions was approached by the VP of Sales and Marketing Technology at a leading global asset management firm with a problem that he needed us to solve. This problem was hindering their growth potential, and despite having nearly $2 trillion in assets under management already, this VP wanted to push the firm’s growth even further by doubling the firm’s sales.
Aggressive Growth with Help from AKA Enterprise Solutions
At the time, the firm was using Microsoft Dynamics 365 CE (CRM), which it was quite happy with. But even the most flexible CRM solutions still have their limitations, and this firm needed Dynamics 365 to both offer better insights into available opportunities while also automatically uploading new leads into Marketo.
AKA was presented with a tight, three-month timeline to develop and implement a solution that could help the firm’s 1,500+ employees double their current sales numbers. We took on the challenge, confident that we could deliver. How? With the help of the Microsoft Power Platform.
Driving Growth with the Microsoft Power Platform
Our first step was familiarizing the firm with the Power Platform, allowing us to collaborate on a solution. Using Power Apps, one of the Power Platform components,
How Does the Microsoft Power Platform Work?
The Power Platform is incredibly dynamic. It’s made up of three different Microsoft tools:
How is all this possible? The Power Platform is built on the
At the end of the day, the Power Platform gives organizations the ability to implement unique, highly specialized processes that give them a competitive edge -- all without the time and cost associated with traditional software development projects. These solutions can be put into place without disrupting existing workflows, which means reduced downtime and improved efficiency.
Grow Your Organization with the Microsoft Power Platform
Simply put, the Power Platform is transforming the way that organizations develop and implement tech solutions. Say goodbye to complicated, clunky workarounds and tedious manual work processes. With the Power Platform, your organization can get the solutions it needs on any budget.
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Article by: Michael Quattlebaum | 212-502-3900
As Vice President of AKA's CE (Customer Engagement) practice, Michael has 20+ years of experience in technology and financial services, focusing on a business-centric approach to problem solving. His expertise in functional and technical design enables him to convey confidence to end users as well as C-level executives.