With a growing business around Microsoft Dynamics® CRM, Microsoft® Gold Certified Partner Assistus needed a way to streamline deployments and set clear expectations with customers to ensure optimal solution alignment, drive adoption, and eliminate unplanned costs. To achieve this, the company turned to Microsoft Dynamics Sure Step, which provides a range of tools and templates that cover Microsoft Dynamics solutions from presales to implementation and ongoing support. Now, with Sure Step, the company is consistently ahead on project-delivery timelines, avoids budget overruns, and effectively manages change requests. And because Assistus can store its project information, including custom code, in Sure Step as templates, the company benefits from economies of scale through repeatability, enabling it to improve margins or cut costs on competitive bids to win more business.

Alberici is a general contractor based in St. Louis, Missouri, that generates U.S.$1.13 billion in revenue a year. Across 11 company divisions, sales staff managed customer and sales information on an individual level by using a combination of spreadsheets and e-mail, and then entering the data into a CRM system. To centralize this information and gain business insight, Alberici teamed with Microsoft® Gold Certified Partner Quilogy and implemented Microsoft Dynamics® CRM. By enabling sales staff to record customer and associated sales information through the familiar Microsoft Office Outlook® interface, Alberici has driven adoption and more effectively captured and centralized key sales information. With the solution in place, the company has saved around 5,000 hours per year while gaining the insight into sales that it needs to operate competitively across the markets that it serves.

Noble Trade is a wholesale distributor of plumbing, heating, and industrial materials. Employees at 22 locations serve the needs of residential, commercial, and industrial contractors. The company lacked a comprehensive CRM tool that would allow employees to keep a close eye on business relationships. Customer data resided with individuals in their heads, Rolodexes, and files. And while corporate systems collected and hosted critical client product-purchase history, account profiles and customer activity history was being lost. To address these challenges, managers selected Microsoft Dynamics™ CRM Online as the company’s CRM solution.