proRM

Sparkassen Consulting is a consultancy company for customers of the Sparkassen Finanzgruppe banks in Germany, Austria, and South Tyrol.

SUCCESSFUL SWITCH TO THE CLOUD

 Website:
Website:
s-c.de
Customer size:
Customer size:
50 Employees
Country:
Country:
Germany
Industry:
Industry:
  • Business Consultancy
Software and Services:
Software and Services:
  • Dynamics 365
  • proRM Fast Start
For a long time, Sparkassen Consulting didn’t follow a consistent technological strategy. Group appointments and tasks were scheduled in Outlook, work plans created in Excel, and a CRM system was employed to manage customer addresses, project time tracking and invoicing. Which is why the company was on the lookout for a CRM solution that would unify all data on one platform and also meet its high demands regarding project management. Microsoft partner proMX migrated Sparkassen Consulting’s data to Dynamics CRM 2011 and implemented proRM Fast Start for project and resource management. Thus, the goal of uniting project management, sales, marketing, project invoicing and customer service in one solution was achieved and with it a higher level of transparency of customer and project information to the benefit of all users; a higher level of automation, and a reduced error rate. The collaboration was so successful that shortly afterwards, further measures were planned. In 2016, Sparkassen Consulting realized that the advancements in Microsoft’s solutions could contribute to meeting and fulfilling customer requests more effectively and thus lead to increased satisfaction. The IT department deemed the cloud-based Dynamics 365 an innovative and secure option for the company and decided to move its data into the cloud – assisted, as usual, by its trusted advisor proMX.

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