Dynamics CRM Case Studies

Piedmont Trust Company Revolutionizes Their Client Relationship Management with New CRM System

Salentica Systems, Inc. — Wed, 17 Apr 2013 09:02:21 -0700

Piedmont Trust Company has a distinguished heritage, serving six generations of a single family, the heirs of Lunsford Richardson who founded Vick Chemical more than a century ago. Established in 1928, Piedmont now has 25 staff managing hundreds of accounts for 350 family members.

It all adds up to plenty of data, multiple databases, spreadsheets, mailing lists, paper and electronic documents – and until recently no comprehensive way to manage it all. Adding to the challenge has been Piedmont’s transition to new business models and further growth and development.

Hillview Capital Advisors Replaces Disparate Systems with a Single CRM Solution to Gain a Complete Client View

Salentica Systems, Inc. — Wed, 17 Apr 2013 06:21:55 -0700

Hillview Capital Advisors LLC has become one of the largest and most experienced independent wealth management firms in the U.S. It has received top rankings, six years running, in Wealth Manager Magazine’s list of Independent Advisors.

With $1 billion in assets under management and a growing clientele, Hillview pulls data from a dozen different sources to gain a complete client view. The firm had been relying on a mix of applications, including Goldmine, Microsoft Exchange/Outlook and Excel spreadsheets, but these seemed inadequate for its growing needs. The firm needed a solution that could allow for a single view of each client client, and offer less cumbersome data access.

Wetherby Asset Management Takes Client Service to the Next Level with Salentica’s Wealth Management CRM Solution

Salentica Systems, Inc. — Tue, 16 Apr 2013 05:47:58 -0700

Headquartered in San Francisco with an office in New York City, Wetherby serves a national and diverse client base of families, individual investors, foundations, charitable entities and endowments. The firm has $3.8 billion in assets under management (as of December 2011) and employs 54 people.

Wetherby’s use of technology has always been cutting edge, but there have been growing pains. For 12 years, the firm relied on an Advent Qube system for contact management, but with a growing client base and more complex requirements, it was proving inadequate.

Geistlich Pharma AG Utilizes Mobile CRM to Bridge the Gap for Their Global Workforce

CWR Mobility — Thu, 11 Apr 2013 13:59:42 -0700

Geistlich Pharma, based in Switzerland, is a highly specialized international leader in regenerative medicine producing medical devices for bone, cartilage and soft-tissue regeneration. Moreover the company offers pharmaceuticals and medical devices for selective areas of application.

In early 2011, the sales force was using Microsoft Dynamics CRM on premise. Field experience showed, that even in developed countries, a full geographical coverage with a reliable internet connection was not the case. Hence CRM data was not easily available which prevented key sta from updating data on the spot. The company needed a reliable mobile ISV solution for their global sales force operating in divergent markets with widely varying internet connectivity.

Leading Industrial Real Estate Provider, Prologis, Uses Cloud-Based Document Output Solution to Ensure Leases Remain Error Free, and Close Deals Faster

Xpertdoc — Wed, 27 Feb 2013 08:18:08 -0800

Prologis is the leading owner, operator and developer of industrial real estate, focused on global and regional markets across the Americas, Europe and Asia.

Prologis had built an in-house solution for lease assembly by market officers several years ago, but it had been fragile and hard to maintain, and was eventually abandoned. Within a few years, attorneys were back to copying text from a library of templates they maintained for contract content, such as a schedule of insurance requirements. The company needed to purchase a specialized contract assembly solution.

International Health Insurance Company Benefits Improves Internal Efficiencies and Enhances Customer Experience with New Document Output Solution

Xpertdoc — Wed, 27 Feb 2013 08:02:42 -0800

Inshure is an international health insurance company based in the US, offering a variety of traditional and consumer directed health insurance products and related services. They are seeking to make their way through the ever-changing waters of compliance in today’s health insurance market, and are facing a variety of issues.

However, they are unsure if their document output solution is scalable, and if it will be able to adapt to the necessary regulatory specifications in time to be compliant in these consumer segments. Additionally, as a result of their global nature, Inshure requires a variety of contracts and policies to be signed by multiple parties located all over the world. These tasks have to be achieved using a software solution that ensures low costs, operatio...

Online Business Solution Helps Service Organization Change the Lives of Youth

Altus Dynamics — Fri, 15 Feb 2013 08:08:10 -0800

Big Brothers Big Sisters of Canada (BBBSC) is a national service organization that matches adults and children in mentoring relationships. It has 125 local agencies serving 1,000 communities across Canada.

Big Brothers Big Sisters used a hosted case management system called HOMES from a nonprofit organization called CORI. The system did not support the exact workflow processes that formed the core of Big Brothers Big Sisters program management. They wanted a system tailored to their workflows, instead of one that required staff to interpret which pieces of functionality were applicable.

Pathways to Education on the Right Road to Helping Canada Become a Graduation Nation

Altus Dynamics — Fri, 15 Feb 2013 06:26:48 -0800

Pathways to Education is a collection of a national head office, and 12 agencies that host the program in communities across 4 provinces in Canada. The program provides a comprehensive set of academic, financial and social supports to youth in low income communities.

Pathways Canada, and each of its 12 agencies across Canada, operated on standalone systems and in the majority, their information was tracked within Microsoft Excel spreadsheets. This siloed, manually maintained approach, made it very difficult for staff to share information and was a significant drain on staff time to roll-up information into the Head Office. They required a new, flexible browser-based, highly customizable application that could be tailored to meet their specific needs.

Canadian Sport Institute Ontario Pursues Gold with Dynamics CRM 2011

Altus Dynamics — Fri, 15 Feb 2013 06:22:24 -0800

The Canadian Sport Institute Ontario is a member of a network of seven Sport centers across the country designed to enhance the daily training environment of Canada's high performance athletes and coaches.

The Ontario institute originally relied on service providers to deliver rehabilitative focused services, like massage, physiotherapy and chiro. But as it grew, providing more in-house Sport Science services and partnered with more National Sport Organizations (NSOs) and Provincial Sport Organizations (PSOs), it became apparent that the departments and data were becoming increasingly siloed. What was needed was a scalable, flexible and cost effective data management solution which was easy to use and access, and also integrated into the existing IT infrastructure of the ...

Conference Scheduling Provider Reduces Sales Cycle by 15% by Implementing New Lead Management Process

Mindfire Solutions — Mon, 11 Feb 2013 13:10:41 -0800

The client, operating in the corporate sector, is a leading service provider of planning seminars and conferences. They also selling specific group of investment products through direct distribution to the public. The basal level of distribution will be through campaigns which are planned and conducted by him at local venues.

Client was maintaining the schedule for Conferences in an inefficient manner. On an average over 450 conferences were being hosted across 4 different territories in a year. With incremental increase in business it was getting exponentially difficult to track and manage leads for future business opportunities.