Case Studies

Case Studies

20+ year old engineering company engineers new CRM

With a vision to transform building infrastructure and environments to transform business, WB Engineers+Consultants provides professional engineering services. They offer information technology, security consulting, inspection, and civil engineering services to clients across all sectors throughout the United States.

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Using Dynamics 365 to improve the digital signature process

Dynamics 365 Enhances User Experience

The User Experience Challenge  As a global leader in digital ink, our client offers a solution for adding handwritten signatures to digital documents. This platform eliminates the need to print, scan, and send paper documents which ultimately saves time and money for their customers. Though they were already meeting basic needs, our client identified an opportunity to further enhance the user experience of their

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Identify the key features and functionalities our client needs to update their CRM

CRM Overhaul for a U.S. Top 50 General Contractor

The Challenge  When we first began working with one of the nation’s top 50 largest general contractors, we looked at their customer relationship management (CRM) solution. Their CRM was built on the Dynamics 365 platform, but was no longer providing value to their business. In fact, it was creating a number of pain points and

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