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IT Consulting Firm Deploys Scalable CRM Solution, Gains Control of Sales and Marketing

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Executive Summary

Vitalize Consulting Solutions provides IT staff, system optimization, and technology and integration work for healthcare providers, hospitals, and large physician practices. As the company grew, it's Sage ACT! system was unable to support the demanding tasks. There were several performance issues with ACT! As the size of the contact database and the number of users multiplied, system performance suffered to the point that sales staff and business development directors no longer used the application. The application, because of the size of the database, was dragging down people's laptops and the server. Vitalize chose to replace the system with Microsoft Dynamics CRM. They turned to Microsoft Gold Certified Partner Green Beacon Solutions to deploy the solution and perform the configurations and customizations required to integrate Microsoft Dynamics CRM with existing business systems. With the successful change, salespeople can now actually see their full slate of assigned activities and use the solution to plan their day. It enables them to schedule efficiently. Actions can be tracked and managed from a central location, reducing e-mail traffic and constant 'Phone-tag' situations and elimination of any mystery about what's going on with a particular client, the company's two-person marketing team efficiently manages targeted campaigns. The system is timely, has improved sales management, providing more efficient campaign management and a lower cost of ownership.

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