Regional Accounting Firm Improves Marketing Effectiveness with Microsoft Dynamics CRM
Posted by Erin Lea on Thu, Feb 02, 2012 @ 09:05 AM
The 2008 recession was a game-changer for many professional services firms, and an Ohio-based regional accounting firm was no exception. With a firm client base in place, the focus leading up to the recession had been placed on maintaining existing business and customer relationships. However, due to the uncertain economic climate, the firm knew they needed to transition into a cycle of active selling – but didn’t have the necessary customer relationship management software in place to detail interactions with clients and prospects.
After carefully evaluating a number of CRM software platforms from such perspectives as ease of use, reportability, tracking and integration with other marketing applications, the firm turned to trusted technology partner BCG Systems, Inc. based on their extensive experience with Microsoft Dynamics CRM.
“We really were in search of a CRM platform that would not only integrate with our existing Microsoft suite of products (Outlook, Word, Excel) to help increase user adoption, but that could also be accessed remotely from users working offsite,” the firm’s marketing manager commented. “The structure of the account and contact data within Microsoft Dynamics CRM presented itself as a great way to get everyone in sync, firm-wide, when it came to managing customer contact information and details of interactions with our clients.”
Since implementing Microsoft Dynamics CRM, the firm has seen drastic improvements in their ability to track and report on the effectiveness of their marketing efforts.
Download the full case study to learn more about this regional accounting firm’s story and contact BCG Systems to explore how you too can leverage Dynamics CRM to connect relationships, market more effectively, improve productivity, and gain actionable insight into your marketing efforts.
