houses sky custom web application case study

Unifying contact management with a CRM Tool

How Aciron does it

How can a stakeholder choose between Salesforce or Microsoft Dynamics? Our team measured exactly what this government agency needed. Overall, our recommendation related to IT organization and business development. This agency needed business process consulting.

What we did
Technologies

After narrowing down the potential solutions, Aciron's consultants conducted an assessment. To clarify, it consisted of both Salesforce and Microsoft Dynamics features. Aciron used in-depth research and experience with both systems. Overall, we reviewed if the client's "Must-Have" requirements were addressed.

Further, we included each system's pros and cons. Our team compiled these findings and our solution in a presentable report. After, the client made an informed decision about which CRM to implement.

Solution

After conducting user interviews, gathering CRM requirements, and performing the vendor analysis, Aciron suggested that the client select Microsoft Dynamics.

We made this recommendation, however, for the following reasons:

• The agency is already using Office 365 and other Microsoft technologies. So, Dynamics will integrate seamlessly with other systems. Plus, the agency already had several Dynamics licenses at their disposal.

•The client already has internal IT resources to support Dynamics.

• Dynamics offers single sign-on capability for users. This was a critical requirement for the agency.

Transform

Currently, the agency is determining the best way to move forward. Further, it's unclear in what capacity Aciron's consultants will assist. Meanwhile, the agency has fully implemented Dynamics as the single platform. Overall, it helps capturing and managing contact information.

In conclusion, they hope to improve contact management. Similarly, the agency is eager to track all touch points. In addition, communications with external entities will be filed. Subsequently, they can analyze their business development and improve customer service.

Let's work together.