Situation
- A leading benefits and retirement planning agency of over 20 individual local market operating firms had no common repository for client data
- Due to the organization acquisition model, the organization leadership structure was distributed and often changing
- The organization had minimal internal IT staff to assist in the deployment of a CRM solution
- Due to the distributed nature of the organization, a steering committee was formed, and an initial implementation firm was selected
- Altruas recommended a phased approach, with a long-term plan to roll out Dynamics 365 CE to the organization
- The organization had no common sales process or common reporting process. Altruas worked directly with organizational leaders to determine common processes for both
Challenge
Benefits
- The organization was able to gain visibility into a common sales pipeline
- A common sales process was adopted and implemented by leadership
- Significant cross selling opportunities were identified by the implementation of a common repository of client interactions
- Over time, the client has been able to take advantage of the quick customization capabilities of Dynamics 365 CE and automate additional customer facing business processes
