Microsoft Dynamics Customer Solution Case Study IT Consulting Firm Deploys Scalable CRM Solution, Gains Control of Sales and Marketing “From a total-cost-of-ownership perspective, including Overview Country or Region: United States support and management on the IT side, our shift to Industry: Professional services Microsoft Dynamics CRM has been huge.” Customer Profile Eric Egnet, CIO, Vitalize Consulting Solutions Vitalize Consulting Solutions, Inc., delivers IT solutions to healthcare organizations through a methodology Vitalize Consulting Solutions, Inc., provides IT staff, system that involves listening, advising, and strengthening customers in the pursuit of optimization, and technology and integration work for strategic IT initiatives. healthcare providers. As the company grew, its Sage ACT! Business Situation system was unable to support the demanding tasks that Poor performance of Sage ACT! employees needed to perform to move the business forward. prevented Vitalize’s salespeople from using the system efficiently and restricted Vitalize chose to replace the system with Microsoft Dynamics the company from tracking, managing, CRM, which was well received by employees because of the and forecasting sales activities effectively. solution’s integration with Microsoft Office Outlook. Previously, Solution performance issues with ACT! had discouraged many The company’s internal staff and field sales teams broadly adopted Microsoft salespeople from using the system; today, inside and field sales Dynamics CRM to support better have embraced Microsoft Dynamics CRM, making visibility into management of sales and marketing activities and to increase visibility into vital information much easier. As a result, management can company performance. more effectively track and direct the day-to-day business Benefits development activities, and executives can more accurately Timely, accurate reporting forecast revenue and manage sales, marketing, and recruiting Improved sales management More efficient campaign management efforts.
Microsoft Dynamics Customer Solution Case Study IT Consulting Firm Deploys Scalable CRM Solution, Gains Control of Sales and Marketing Overview Country or Region: United States Industry: Professional services Customer Profile Vitalize Consulting Solutions, Inc., delivers IT solutions to healthcare organizations through a methodology that involves listening, advising, and strengthening customers in the pursuit of strategic IT initiatives. Business Situation Poor performance of Sage ACT! prevented Vitalize’s salespeople from using the system efficiently and restricted the company from tracking, managing, and forecasting sales activities effectively. Solution The company’s internal staff and field sales teams broadly adopted Microsoft Dynamics CRM to support better management of sales and marketing activities and to increase visibility into company performance. Benefits Timely, accurate reporting Improved sales management More efficient campaign management “From a total-cost-of-ownership perspective, including support and management on the IT side, our shift to Microsoft Dynamics CRM has been huge.” Eric Egnet, CIO, Vitalize Consulting Solutions Vitalize Consulting Solutions, Inc., provides IT staff, system optimization, and technology and integration work for healthcare providers. As the company grew, its Sage ACT! system was unable to support the demanding tasks that employees needed to perform to move the business forward. Vitalize chose to replace the system with Microsoft Dynamics CRM, which was well received by employees because of the solution’s integration with Microsoft Office Outlook. Previously, performance issues with ACT! had discouraged many salespeople from using the system; today, inside and field sales have embraced Microsoft Dynamics CRM, making visibility into vital information much easier. As a result, management can more effectively track and direct the day-to-day business development activities, and executives can more accurately forecast revenue and manage sales, marketing, and recruiting efforts.