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CRM Success Leveraging Microsoft Office 365

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We recently had one of our long-time Perficient customers go-live with Microsoft Dynamics CRM 2011 Online (which is part of the Office 365 platform) with great success and ease. After utilizing SharePoint and Exchange online for years, they realized they had reach the limits of SharePoint in managing their day-to-day business and needed more in order to help take it to the next level. They needed a platform that they would be able to track their relationships with their business, people and activities related to the clients they serve. They needed something that would be accessible anywhere and utilizing any browser they desired. They needed something that required no infrastructure as they had no full-time IT staff. They needed something that would expand as their business grows.
This with business throughout the state of Texas and over 175 people in their company, they selected Microsoft Dynamics CRM 2011 Online via the Office 365 platform. Utilizing the same Office 365 platform they had in place (with the same administration and the same users) they enabled CRM Online and we started to work. It was just 60 days from go to the time all of their people were trained on the new process/system. Putting their business in CRM allowed them to not only track information that they had not been able to in the past but now grow their business and expand beyond what they were capable to handle in the past. As the CEO of the organization said, “This new platform will revolutionize our business”. It was very easy for this organization and there have been many others who have also been able to take advantage of this environment with very little effort.
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Also, sign up for this upcoming webinar:

Understanding Identity Management with Office 365

Wednesday, September 25, 2013 1:00 PM – 2:00 PM CT

About the Author

As part of Perficient's Microsoft National team I manage our CRM practice. As part of the Microsoft practice senior leadership team I am focused on the stewardship of our Microsoft xRM/CRM Practice. The primary objectives of our Microsoft Practices are to drive consistent and successful sales and delivery of solutions within the CRM solution space across all Perficient business units. Areas of responsibility include: partner management, sales and marketing and delivery & staff enablement.

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