Microsoft Dynamics Case Studies

Two Page Case Study

Capital Fund Slashes Reporting Time, Improves Efficiency

Crystal Capital Fund (CCF) personnel needed to enter customer data multiple times in several data locations, a process that was less efficient than the organization desired. Without centralized data, assembling reports was very labor-intensive. After adopting Microsoft Dynamics CRM 3.0 with Microsoft SQL Server 2005, CCF worked from an integrated database. The time needed to generate reports was reduced to a small fraction of what it had been, and the depth of management reporting increased.

Two Page Case Study

Loan Provider Strengthens Controls, Saves Money with New Accounting System

Texas-based Corporate Managing Systems (CMS) owns and operates 14 individual loan outlets. For years, each location managed its own accounting using QuickBooks software. But this decentralized process made it extremely time consuming to synthesize financial information for corporate reporting. Also, loan brokers at each CMS managed branch were responsible for making journal entries into the accounting system. In addition to resulting in occasional data entry errors, this practice limited the companys ability to institute rigorous accounting control and oversight. CMS turned to Microsoft® Gold Certified Partner Enterlogix to facilitate implementation of Microsoft Dynamics GP. After deploying the new software, the company has gained improved business process control, enhanced system integration, and increased operational efficiency.

Two Page Case Study

Italian Brokerage House Replaces Lotus Notes with Customer Relationship Management Tool

Reginato & Mercante, one of Italys leading brokers, needed an advanced customer relationship management (CRM) tool to better serve clients with its specialist knowledge. The company experimented with Lotus Notes, but the system failed to deliver the range of functions required to manage the brokers numerous corporate customers. The firm then turned to Microsoft Dynamics CRM business management solution as the best tool to manage increasing volumes of client data and to align its sales and customer services strategies.

Case Study

Financial Services Company Gains Improved Sales Performance with Easy-to-Use Solution

Security Benefit is a growing financial services company with more than 790 employees. Headquartered in Topeka, Kansas, the companys outside sales team operates from remote locations nationwide. For years, the company used an internally developed contact management application based in Lotus Notes to support its remote sales force. But because Lotus Notes was difficult to integrate with the companys other systems, sales staff in the field had difficulty staying connected to the most relevant business data. Security Benefit needed a customer relationship management (CRM) solution that would provide its remote sales force with access to real-time information. In July 2007, the company implemented Microsoft Dynamics CRM 3.0. Now, Security Benefit gains from increased agility, new sales opportunities, and reduced IT costs.

Two Page Case Study

European Finance Employees Build Stronger Business Relationships with Management Tool

Established in 1990, HgCapital is a private equity firm with offices in the United Kingdom, Germany, and the Netherlands. HgCapital aims to generate high risk-adjusted returns for its investors by acquiring attractive business assets, and working with management to generate incremental value. When its existing customer relationship management (CRM) system made it difficult to manage the firms contact database, oversee key relationships, and track prospective deals efficiently, HgCapital implemented Microsoft Dynamics NAV. Now, employees can monitor and analyze relationships with all their relevant business contacts and reduce time spent on administrative duties.

Case Study

Sales Employees at Lebanese Insurance Company Increase Productivity by 15 Per Cent

Sales employees at Lebanese insurance company AROPE were struggling to cope with an expanding customer base, which had recently hit 40,000 people. It needed a management solution that connected customers to its insurance policies. Existing paper-based systems meant that tracing customer histories was often a slow process, and risked multiple employees contacting the same customer. To solve these issues, the company worked with Microsoft® Gold Certified Partner Netways and implemented Microsoft Dynamics CRM to integrate with the companys core policy management system. Now the sales team is better equipped to check customer activity, view policy information, and produce detailed reports from single data entry. Overall, the project coordinator predicts that the sales teams productivity has increased by 15 per cent.

Two Page Case Study

Polish Financial Group Manages Fixed Assets Network with Centralised Business Solution

BRE Bank SA Group lacked a consistent approach to manage fixed assets across its decentralised network of subsidiaries, making it difficult to drive business efficiencies. BRE chose Microsoft® Gold Certified Partner Columbus Polska to implement business solution Microsoft Dynamics AX. For the first time, BRE has been able to introduce standardised asset management procedures and gain a consolidated picture across its operations.

Partner Solution Brief

Insurance Software Provider Bolsters Product with Enhanced CRM Capabilities

RDT needed to improve customer relationship management (CRM) functionality in its insurance systems and ratings software to allow its customers to better manage their broker channels. Using the Microsoft Dynamics CRM business application platform, RDT simplified the development of leading-edge CRM capabilities and revealed new market opportunities with software-as-a-service deployment.

Solution Brief

Financial Trading Firm Builds Specialized Stockbroker Solution

Relevance Software offers stock traders a software solution that combines financial market data, customer relationship management, and trading functionality. Relevance used the business application platform for Microsoft Dynamics CRM, code named Titan, to speed development and gain the confidence of cautious customers. Microsoft Dynamics CRM offers a robust security model and enables the creation of sophisticated customer profiles.

Case Study

Global Financial Services Firm Improves Customer Service with Ease-of-Use Solution

Raymond James Financial is a global financial services firm with more than 4,600 Advisors. Because 80 percent of these Advisors are independent contractors who operate remotely, the company found it challenging to share business and customer information. Raymond James needed a customer relationship management solution that could support its remote workforce, integrate easily with existing business systems, and offer compelling capabilities to encourage widespread adoption. The company adopted Microsoft Dynamics CRM as a global standard, with more than 1,800 current users, and with plans to make the solution available to nearly 5,000 people across its branch offices. Today, Raymond James offers a powerful solution that enhances customer service, helps ensure regulatory compliance, and integrates easily with the business tools its Advisors use every day.