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Prepare for the retirement of Outbound Marketing in Dynamics 365 and embrace the benefits of Real-Time Marketing.
Clayco had previously implemented a "One Size Fits All" Dynamics solution. They were experiencing low adoption and realizing limited value from their technology investment.
The tech service company had an outdated Service module that required all manual input, handwriting on tickets by technicians, and manual spreadsheet tracking against service agreements. The business had a sustainable growth rate of over 20% each year and this model was not aligned with their growth.
Fast growing "essential" company reduces risk by moving from unsupported applications to a modern platform.
Recognizing that scale of operations in serving customers after the sale was limiting its growth potential and allowing client satisfaction issues, Nortek selected Covenant Technology Partners, a St. Louis, Missouri-based Microsoft partner to help implement Microsoft Dynamics 365 CRM.
Having identified the shortcomings of its present customer relationship management solution, AB Mauri wanted to work with a consulting / implementation firm that would take the time to learn its business processes and adapt a system to its practices - not force its...