Security Company utilizes Microsoft Dynamics CRM to increase sales productivity
By Ken Jacobsen on January 7, 2016
A security company implements Microsoft Dynamics CRM to streamline communication between its divisions.
Robotic Manufacturer implements Microsoft Dynamics CRM and GP to manage opportunities and streamline orders
By Ken Jacobsen on June 17, 2015
A leading supplier of industrial robots and robotic automation systems implemented Microsoft Dynamics ERP & CRM to manage the opportunities of their expanding business.
Better able to grow and develop with Microsoft Dynamics CRM for claims administration
By Ken Jacobsen on May 18, 2015
A professional management services company that focuses on operational and administrative solutions for disability and medical case management wanted to modernize its business software systems.
Microsoft Dynamics GP and CRM Solutions Illuminate This E-commerce Organization
By Ken Jacobsen on August 14, 2014
A prominent Midwest distributor was looking for a strategic partner to implement an accounting, distribution, warehouse management, CRM and e-commerce solution. This growing distributor has been in business for more than 30 years, offering both wholesa …
Magento Integrated with Microsoft Dynamics CRM Give Sales Better Customer Visability
By Ken Jacobsen on August 11, 2014
A 30-year-old distributor that offered both wholesale and retail supplies and is known for its fine customer service was facing a changing marketplace. Company representatives knew they lacked the overall technology that would allow them to continue fl …
Microsoft Dynamics CRM Earns Its Letter Jacket
By Ken Jacobsen on April 23, 2014
We recently completed a Microsoft Dynamics CRM Online implementation for a company with numerous divisions that each had its own product lines but whose salespeople could sell all products across divisions into their accounts. The company had started a …
Microsoft Dynamics CRM for Membership Provides Organization Strongest Reporting and Streamlines Processes
By Ken Jacobsen on November 28, 2013
A large international and professional organization, which is a skillfully facilitated and private advisory group for CEOs, other C-suite executives, and business owners, was rapidly outgrowing ACT, its current customer relationship management software …
Microsoft Dynamics CRM Online Yields Impressive Results with Nationally Recognized Bakery Manufacturer and Distributor
By Ken Jacobsen on November 14, 2013
One of our clients is a large, well-known Midwestern baking mix organization that is family owned and operated and has been in the flour milling business since the early 1800s. The organization, recognizing the need to implement a solution that would a …
How Microsoft Dynamics CRM Online Helped a Manufacturer Wake Up from a Spreadsheet Nightmare
By Ken Jacobsen on March 1, 2011
Our client, a manufacturer in Michigan with multiple plants and multiple sales reps across the county, was living a spreadsheet nightmare. To manage their sales pipeline, they relied on a single sales administrator’s spreadsheet. This spreadsheet con …
Success Story – How Microsoft Dynamics CRM Online Pulled Sales and Marketing Together for a Large Professional Services Firm
By Ken Jacobsen on February 23, 2011
Our client, a consulting and professional services firm with offices across the US and all over the world, had a business development department that was buried in administrative responsibilities. Their team was responsible for preparing proposals req …