Implemented Dynamics 365 CE for leading benefits and retirement agency, gaining visibility into sales pipeline and cross selling opportunities
National Benefits & Retirement Agency
CRM, Dynamics 365 CE
Happy Team in planning session
  • A leading benefits and retirement planning agency of over 20 individual local market operating firms had no common repository for client data
  • Due to the organization acquisition model, the organization leadership structure was distributed and often changing
  • The organization had minimal internal IT staff to assist in the deployment of a CRM solution
  • Due to the distributed nature of the organization, a steering committee was formed, and an initial implementation firm was selected
  • Altruas recommended a phased approach, with a long-term plan to roll out Dynamics 365 CE to the organization
  • The organization had no common sales process or common reporting process. Altruas worked directly with organizational leaders to determine common processes for both
  • The organization was able to gain visibility into a common sales pipeline
  • A common sales process was adopted and implemented by leadership
  • Significant cross selling opportunities were identified by the implementation of a common repository of client interactions
  • Over time, the client has been able to take advantage of the quick customization capabilities of Dynamics 365 CE and automate additional customer facing business processes