| Select, Implement, & Deploy
Microsoft Dynamics CRM 3.0 |
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| The Client |
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| Market Data Processing,
Analysis & Reporting Services Vendor |
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| The Need |
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| The client provides
high technology software companies with a
wide variety of market data processing,
analysis and reporting services. The client’s
business requirements focused on: improving
the effectiveness of marketing and sales campaigns;
increasing efficiency of campaign results
analysis and; correlate those results to return on investment
(ROI). |
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| The Challenge |
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| The client‘s
challenge was selecting and implementing an
adaptable CRM solution that could be quickly
implemented, provide a high level of user
friendliness for users and system employees,
and support the approved procurement budget and ongoing production
expense plan. |
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| The Solution |
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| We helped the client
select Microsoft® Dynamics CRM 3.0 Professional
Edition. Our assessment concluded that the Microsoft solution would technically be
the best choose and would integrate easily
with and leverage the client’s existing Microsoft® technologies
investments. |
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| Our team implemented
and deployed CRM 3.0 that provided a seamless
integration between the
Microsoft® CRM and the client’s
Outlook allowing users user friendly access
to the new CRM capabilities
from the familiar Outlook interface. |
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| Custom application
development was used to migrate existing data,
integrate with existing legacy systems
and develop custom reports. |
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| The technical environment
included : System Structure : Client/Server,
Operating System : Windows
Database : MS SQL, Middleware: IIS, Programming
Language : ASP.NET. |
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| Benefits |
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| The key benefits realized
as a result of the successful project include : |
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Provide ability
to access customer information quickly
and easily, share data across the enterprise,
analyze sales and market trends, and
boost sales and service initiatives. |
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Provide capability
to monitor all client touch points, by
e-mail, IM, Chat, phone and direct mail. |
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Increase pipeline
and forecast accuracy. |
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Provide powerful
reporting and analysis tools via SQL
Reporting Services. |
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