Global Strategy Group (GSG) selects the Microsoft Dynamics 365 for Project Service Automation (PSA) platform to help them Gain Visibility of Project Costs, Status and Profitability
Voted Public Affairs Agency of the Year by the Holmes Report, GSG is battle-tested in the trenches of corporate reputation management and execution of political campaigns. Clients include Fortune 100 companies, national political leaders, associations and foundations who rely on GSG for candid guidance and fast, effective execution.
Microsoft Dynamics 365 for Sales and PSA and a competitive win against the incumbent CRM/Project system Salesforce.com
An early PSA win validates the power of the D365 solution in the market. The GSG sales and delivery teams will now use a cohesive system for managing the lead-to-delivery process for marketing services without the need to manage costly customizations. The Sales team will provide more accurate quotes while the GSG Delivery team will be able to better manage resources, projects and profitability.
The team took away from this win the following key learnings which we would like to share:
- One, single-vendor, system to manage sales, marketing, and project delivery was preferred over SFC add-on solution for PSA
- The Microsoft Platform was important in winning this deal as GSG is an Office user and wants the seamless integration between O365 and D365
- Financials will need to be replaced in the coming years and the ability to add financials later with full integration helped make their decision.
- Flexibility in subscription options further added value in the selection process. SFC pre-paid model was unattractive.
“Our clients depend on us to influence public opinion, build and protect their reputations, navigate any crises, and win campaigns. We saw Dynamics 365 as a game changer for our business, specifically because of its tightly integrated Customer Relationship Management and Project Service Automation capabilities. Our staff will be able to increase our ability to manage resources and projects while deepening client relationships for an unparalleled experience. We chose Microsoft and Socius because we believe they are at the forefront of delivering modern technology and user experiences in an intuitive manner. One platform, ease of use and built in mobile capabilities set Microsoft apart from other vendors.”
Andrew Ho, Vice President Technology, Global Strategy Group