Kieron Hill Employment Services (KHES) is a small, independent human resources (HR) advice company, offering full employment law advice and administrative assistance to help companies lower their employment costs. KHES was looking for a solution for email, communications, and customer relationship management (CRM). As the company expanded, it was a challenge to stay on top of open cases and respond to client demand. It was vital that client information was stored in a coherent and accessible way. The firm wanted to:
Reduce security risks
Integrate systems and applications
Manage data more effectively Solution
To improve client management for the HR firm, Shaping Cloud provided a Microsoft Dynamics CRM solution, allowing all users to track and respond to cases faster with access to full case and customer data. Shaping Cloud also deployed Microsoft Office 365, providing remote access to all documents, emails, and contacts from their computers or mobile phones. Consultants can share and control their documents through a secure centralised portal using Microsoft SharePoint Online. Benefits
Access to complete customer data.
Concise and secure client data storage.
Notifications delivered through CRM.
Role-based access and permissions to accounts and data.
Cross-channel knowledge and collaboration avoids duplication of actions.
Remote access to documents, emails, and contacts.
Easy access to Office web applications.
Cloud-based service avoids expense of a server.
Integrated security, antivirus, and spam filter.
Automatic software updates.
Round-the-clock IT support. This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.