Case Studies

Case Studies 2019-05-21T19:29:50+00:00
Case Study - LMI

Litigation Management Inc: Dynamics CRM On-Premise to Dynamics 365 Online migration and business process automation.

LMI’s migration to Microsoft Dynamics 365 resulted in a centralized database with a wealth of information, organized relationally by case. Bringing sales and operations functions together within a single system of truth, LMI’s staff can operate more efficiently and make better-informed decisions.

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Case Study - Maritz

Maritz Travel: A Migration from a legacy CRM system to a fully Integrated Dynamics 365 Solution

Switching to Microsoft Dynamics 365 to support the transformation of its business management process has streamlined the way approximately 200 members of Maritz Travel’s staff does business. With access to more data across once-disparate sources through a single system of truth, its sales associates can forecast leads and strategically manage accounts more effectively and efficiently than ever – without worry that the solution will fast become out of date.

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Case Study - Welty

Welty Building Co: A Complete Business overhaul translated into a streamlined Dynamics 365 CRM Process

The overhaul of Welty’s CRM solution to support the transformation of its sales process has streamlined the way its sales, operations and executive teams do business. Giving a more complete picture of the overall company, the new system has already opened new doors for its multiple locations to collaborate on projects and expand business.

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