Enterprise Software Investigate

Technology Consultant Secures New Business, Exceeds Customer Expectations

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Executive Summary

Microsoft Gold Certified Partner 2B Solutions was witnessing fast growth in its Microsoft Dynamics Customer Relationship Management (CRM) practice. Therefore, the company was looking out for ways to secure businesses and looking for effective utilization of resources. For these requirements, they used the Microsoft Dynamics Sure Step Methodology, which also helped to control costs and increase customer satisfaction. With its sound methodology, best practices, guidance, and documentation, Sure Step was able to scope every implementation project. Using Sure Step tools and materials, 2B Solutions was able to work on the cost and risk of complex projects. Technology experts of this Microsoft Gold Certified Partner consulted with business customers and delivered solutions for key relationships and to track inventory and assets flexibly. 2B Solutions implements Microsoft CRM to help customers increase productivity of their critical business relationships. Their customers come from different industries such as education, government, and healthcare. 2B Solutions traditionally provides support to sales and marketing operations and provides customers better returns on their stakeholder and contributor relationships. 2B Solutions used the Microsoft Dynamics Sure Step Methodology as a part of the Partner Foundation Plan for Microsoft Dynamics. With Sure Step they were able to receive guidance to streamline solution implementations and complete them successfully. Resources provided with this new methodology came with a repository of proven-to-be-effective templates, tools, and best practices. These included specific content and tools for different products within the Microsoft Dynamics portfolio.

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