CRM Case Studies
Scribe-Microsoft CRM Case Study: Oil Purification Systems
(OPS)
Oil Purification Systems now integrates Microsoft Dynamics GP
with Microsoft Dynamics CRM. The result? Improved sales performance and a
cleaner business process.
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Crystal Capital: Capital Fund Slashes Reporting Time, Improves Efficiency
Crystal Capital Fund (CCF) personnel needed to enter customer data multiple times in several data locations, a process that was less efficient than the organization desired. Without centralized data, assembling reports was very labor-intensive. After adopting Microsoft Dynamics CRM 3.0 with Microsoft SQL Server 2005, CCF worked from an integrated database.
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New Day Underwriting Managers finds communications to agencies has become more frequent and efficient by using Salesforce
New Day began operations in February 2005. Leveraging technology, efficiently and effectively was a key goal when the business was established. It began its operations from the first day on truly paperless platform, leveraging an agency management system that could provide integrated insurance and accounting processing and document management in the same system.
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Scribe-Salesforce Customer Case Study: Keeping customers happy while driving
higher revenue
When college student groups, sports teams, and special
interest groups need an easy, proven way to raise money for member dues, equipment, house debt, charity, or any other purpose, there’s only one name to remember: CampusFundraiser.
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Lifeline Systems Saves Seniors' Lives and Helps Caregivers with SalesLogix
Millions of seniors and people with disabilities are able to feel confident at home because of a simple device worn on their wrists or necks...
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the PDF to view the entire case study.
Harbor Capital Advisors Turns the Tide with SalesLogix
Harbor Capital Advisors (HCA) is the advisor and investment arm of a family of 12 no-load mutual funds that offer actively managed portfolios of stocks, bonds and money market securities...
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the PDF to view the entire case study.