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
April 26, 2023 No Comments

Migrating from Salesforce to D365 in one month
Cooler Screens is changing the traditional shopping experience for brick-and-mortar retailers. Their
February 27, 2023 No Comments

Dynamics 365 creates process flow for insurance company
A new Chicago-based insurance agency is changing the way insurance works for
May 2, 2022 No Comments

CRM Portal Gives Low-Income Household Access to Green Energy
A non-profit energy company offers eligible customers the opportunity to subsidize their
December 14, 2021 No Comments

Custom Power App improves business for established engineering company
WB’s mission is to build infrastructures and environments to help their clients
July 7, 2021 No Comments

Integrating electronic signature improves CRM experience
We built an Independent Software Vendor (ISV) solution that integrated digital document
June 28, 2021 No Comments

Optimizing CRM for General Contractors
Even the nation’s top general contractors struggle with their CRM. Microsoft Dynamic
April 27, 2021 No Comments