One of the key values of Microsoft Dynamics CRM is its versatility. Because each business is unique, it takes a powerful solution to be able to solve problems and meet a variety of challenges. Dynamics CRM (or XRM as it’s nicknamed (X = Anything Relationship Management) is helping businesses to manage any sort of relationship that is relevant – across industry and business function.
Here are 3 business challenges AbleBridge solved recently with Microsoft Dynamics CRM:
1) For an Insurance Agency, AbleBridge automated the commission tracking process.
- We automated the inbound processing of monthly commission statements received from multiple insurance carriers.
- We automated the calculation of outbound commissions paid to the agency’s producers.
- We decreased the time spent with a formerly manual process from 2 weeks a month to only 4 hours a month.
2) For a Professional Services firm, AbleBridge implemented a project tracking system for new customer onboarding deliverables.
- We created the concept of a project template with associated activity items for each type of project.
- We provided consistency in deliverables and visibility into the ‘next steps’ scheduled for each customer implementation.
3) For an Equipment Manufacturer, AbleBridge implemented a tracking system for sales calls within Microsoft Dynamics CRM.
- We instituted a consistent sales methodology for prospecting and lead qualification.
- We configured an easy interface for sales reps to manage their call down lists.
- We created real time dashboards of outbound prospecting for each member of the team.
AbleBridge has helped many organizations enhance their business processes with Microsoft Dynamics CRM. Let us show you how we can help you to meet your unique business challenges.
To learn more about Microsoft Dynamics CRM contact AbleBridge
Related Article: AbleBridge Solves Business Challenges with Microsoft Dynamics CRM
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