CRM Case Studies with Solution

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

New CRM 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