Project Management

Accounting Firm Boosts Productivity Through Rapid Adoption of Easy-to-Use CRM Solution

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Executive Summary

To drive continued growth, Plante Moran, a leading U.S. - based financial services firm, needed to automate business development efforts. The company sought to replace its IBM Lotus Notes contact management system with an easy-to-use customer relationship management system built on a flexible, scalable platform. After evaluating a number of packaged solutions, Plante Moran chose Microsoft Dynamics CRM based on its intuitive interface, powerful built-in toolset, and integration with line-of-business systems and productivity applications. Microsoft Gold Certified Partner Ascentium helped Plante Moran tailor the solution to automate key business functions, such as its client acceptance process. Since deploying the solution to 1,600 consultants, Plante Moran has strengthened its business development efforts and gained the agility to pursue strategic growth initiatives.

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