Vertical Industry: Professional Services - Non-Profit Strategy Consulting
Customer: Mersky, Jaffe & Associates
Customer Website: www.merskyjaffe.com
Customer Profile:
Mersky, Jaffe & Associates creates the most effective resource development solutions for nonprofit organizations. Working faster, simpler and in partnership with their clients, they provide quality planning and fundraising consultation, executive recruitment, volunteer training and professional development services.
Business Situation:
Mersky, Jaffe & Associates (MJA) was looking to better manage their customer and prospect information, sales pipeline and overall visibility into the relationships involved with every future and past engagement.
MJA subscribed to Salesforce.com but found it being underutilized based on some inherent end user challenges with training, lack of Microsoft Outlook email integration and the costs associated with making system customizations to their environment. They also utilized Constant Contact and their own personal Outlook Contacts for sources of information. All three data sources weren’t synchronized and were kept as separate silos of information.
Solution:
Microsoft Dynamics CRM 4.0 Online
http://crm.dynamics.com/
Partner:
AbleBridge Inc
http://www.ablebridge.com
Benefits:- Flexible, web-based CRM platform
- Seamless Integration with Microsoft Outlook, Excel and Word.
- Easy Access from a web browser or right from within Microsoft Outlook.
- Ability to track inbound and outbound email messages against CRM records.
- Ability to track and schedule activities in CRM right from the Outlook Calendar.
- Familiar, intuitive interface makes for high end user adoption.
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Solution Overview:
Microsoft Dynamics CRM was an obvious choice since it’s an “extension” of Microsoft Outlook and other Microsoft Office business tools. MJA wanted a solution that wouldn’t be a burden on their existing infrastructure, ensure high user adoption and would be scalable and grow with their business. They chose to deploy Microsoft Dynamics CRM Online.
MJA enlisted the help of AbleBridge to assist them with the migration from Salesforce.com to Microsoft Dynamics CRM Online. AbleBridge worked with MJA to define their business requirements, creating a functional Proof of Concept, customizations, data migration, installation and overall project management of the implementation. Their decision to partner with AbleBridge was based on the breadth of experience AbleBridge had successfully implementing CRM solutions over the past decade as well as their expertise with the Microsoft Dynamics CRM product.
“AbleBridge’s focus and experience resulted in a successful Salesforce.com migration and a positive experience for us. We look at Microsoft Dynamics CRM as a strategic tool in our toolbox and it is already giving us insight into different aspects of our client relationships.” David Mersky, Principal, Mersky, Jaffe & Associates |
About AbleBridge
AbleBridge specializes in helping companies streamline their business operations and improve business results by leveraging the features and capabilities of the Microsoft Dynamics CRM platform. AbleBridge’s consultants have more than 30 years combined experience in the CRM industry. This expertise, in conjunction with Microsoft Dynamics CRM, helps them affordably tailor a solution resulting in increased sales, improved customer connections, enhanced productivity and greater business agility.
AbleBridge's Core Competencies include: Needs Analysis, Business Process Management, Installation and Configuration, Data Migration, Customization, .NET Development and Training Services.
About Microsoft Dynamics CRM
Microsoft Dynamics CRM gives every customer-facing employee the information they need to truly impress customers. With Microsoft CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook—the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works - because it works the way your users already do, works the way your business already does, and works the way technology should.