Helped an International Food Safety Organization consolidate systems, increase organizational efficiency, and improve customer relationships by implementing Microsoft Dynamics CRM 365
International Food Safety Organization
  • The client sought to replace one of their two primary Customer Relationship Management (CRM) Systems
  • The system being replaced, at 10 years old, had reached its end of life and it was not meeting the needs of a growing business
  • Having been in business for almost 90 years, the client had irreplaceable historical data that would have to be preserved and migrated into the new system
  • Altruas hosted interviews with business stakeholders to understand the current business imperatives, process, and system requirements
  • We advised the client during the search and selection process, ultimately identifying CRM 365 as the replacement system
  • We developed and executed a detailed plan for the implementation of CRM 365, the migration of their historical data, and the integration with their current systems
  • We cross-trained the client’s IT staff on CRM Customization, Report Creation and Best Practices
  • The client successfully retired their older system and introduced CRM
  • We helped the client, over the course of one year, roll out new operational reports to support international sales and react to customer feedback
  • The client realized net new clients by tracking and utilizing existing Client information as they moved between Accounts