Category: CRM & Customer Engagement
Learn More About New Street Research – Optimized Client Tracking and Management with Dynamics 365 for Sales and Clickdimensions
About the Company New Street Research is the premiere independent research boutique focused on the Telecommunications and Technology sectors globally. They partner with the world’s leading investment institutions to bring them unique insights and ideas that will guide their investment decisions. New Street Research was established in 2003 with a focus on the Communications Services…
Learn More About Nachurs Alpine – Liquid Chemical Manufacturer Gains Pipeline Visibility with Dynamics CRM
Learn More About Kay Holdings – Wealth Management Firm Reaches New Heights with Dynamics 365 for Sales
The Challenge: The World of Private Wealth Management Volatile With growing client needs and the rapid changes in the marketplace, Kay Holdings felt their existing CRM system was falling behind. Their existing system lacked the ability to integrate with Microsoft Outlook, which was a major concern to the company’s management team since it was impossible…
Learn More About GSG – Public Affairs Leader Gains Visibility with Dynamics 365
Learn More About Conger Construction Group – Centralized Data with Velosio’s Dynamics CRM Implementation
Learn More About Caltius Capital Management – Implementing Dynamics 365 for Sales to Keep Up with Growth
Learn More About Cedar Fair – Amusement Resort Operator Drives Growth with Dynamics CRM
Learn More About CareSource – Managed Care Company Gains Insights with Velosio and Dynamics CRMOL
Learn More About The Cobbler’s Children Do, In Fact, Have Shoes with Microsoft Dynamics 365 and ClickDimensions
You’ve heard the expression: the cobbler’s children have no shoes. Or, a plumber’s house always has a dripping tap. A blacksmith’s home only has wooden spoons. Although funny and old-fashioned, these expressions are commonly heard in our industry. The fact is, some IT companies never get around to treating their own company as a client.…