CRM Case Studies with Solution
D365 Saves Nonprofit Thousands of Hours by Streamlining Sales Process
INTRODUCTION Helping Tech Experts Advance their Own Tech Manually creating a quote for a prospective client is easy when your business is
Migrating from Salesforce to D365 in one month
Cooler Screens is changing the traditional shopping experience for brick-and-mortar retailers. Their IoT-enabled screens not only make it easier to display products
Dynamics 365 creates process flow for insurance company
A new Chicago-based insurance agency is changing the way insurance works for the commercial trucking industry. They pull together the power of
CRM Portal Gives Low-Income Household Access to Green Energy
A non-profit energy company offers eligible customers the opportunity to subsidize their electricity with discounted, green energy, but they need a robust
Custom Power App improves business for established engineering company
WB’s mission is to build infrastructures and environments to help their clients work better. They offer: information technology consulting, security consulting, inspection
Integrating electronic signature improves CRM experience
We built an Independent Software Vendor (ISV) solution that integrated digital document signing with Microsoft Dynamics 365’s CRM. The work has improved
Optimizing CRM for General Contractors
Even the nation’s top general contractors struggle with their CRM. Microsoft Dynamic 365 and other CRMS are meant to make work and