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H&R Block broaden relationship with more than 20 million clients
with Microsoft CRM
Watch how Microsoft CRM enables H&R Block to deepen its relationship
with millions of clients across the U.S.
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CRM solution supports insurance company growth and offers seamless
integration
Learn why Endsleigh Insurance turned to Microsoft CRM to overcome
the limitations the company faced with Lotus Notes that were
stifling the company's ability to take on new prospects.
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H&R Block streamlines and
facilitates enrollment process for government benefits
Discover how Microsoft CRM helped H&R Block build a system for the
U.S. federal government to reduce the billions of unclaimed
government assistance.
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Leading financial services firm implements new software for improved client service
(570 KB Microsoft Word document)
Read why Netherlands-based SNS REAAL, a leading financial services, banking, and insurance firm, turned to Microsoft CRM to replace the disparate systems the company inherited through mergers and acquisitions.
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Jacksonville Jaguars Customer Video
Professional sports teams operate in an affinity market, which means people buy tickets based on team performance and ticket price. Tracking leads and forecasting sales results are integral to adjusting the cost of tickets or conducting a marketing push. So when the National Football League's Jacksonville Jaguars realized its sales, marketing, and customer service departments were not following up on customer service calls, the organization knew it had to find a customer relationship management solution. The Jaguars selected Microsoft CRM.
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Maximum Impact Customer Video
Maximum Impact, Inc. provides values-based leadership training to a wide range of clients. With the company's revenue and client base expected to increase dramatically in the next few years, the time had come for Maximum Impact to replace its previous customer relationship management system. It chose Microsoft® CRM, which is paying off with easier administration, increased access to information, and greater employee satisfaction.
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Hutchinson and Bloodgood LLP - Consolidates Customer Info Systems and Boosts Service
Hutchinson and Bloodgood LLP, a respected name in California public accounting and consulting, has always put a high priority on customer service. For its employees to be most productive and efficient, however, the company needed a consolidated repository for customer account information so that staff members—spread across five offices—could have access to the same data. Hutchinson and Bloodgood found such a solution in Microsoft Business Solutions CRM. During the pilot program, participants experienced an estimated 25 percent increase in business productivity. Now, the company looks forward to deploying Microsoft CRM across the organization, and continuing to streamline business processes, increase sales opportunities, and boost customer service levels.
Download Hutchinson and Bloodgood LLP Word File Case Study
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Mall Improves Sales Success in Highly Competitive Market with Microsoft Business Solutions CRM
A leader in Germany's competitive construction industry, Mall specializes in handling environmental construction issues. With more than 17,000 accounts and 21,000 contacts, Mall was struggling to manage its sales and marketing activities with a decentralized system that included disparate databases and costly paper-based processes. Mall set up Microsoft Business Solutions CRM to streamline sales processes and promote information flow throughout the organization. Mall achieved these goals with Microsoft CRM, which integrates with the Microsoft Office Outlook 2003 messaging and collaboration client and Mall's enterprise resource planning (ERP) system. Now, employees have central access to information and sales processes and can deliver superior customer service efficiently while improving their sales success.
Download Mall Word File Case Study
Ambrose Employer Group, LLC, A Leading HR Administrator Boosts Customer Service with MBS CR
When Ambrose Employer Group, LLC, a New York City-based provider of outsourced human resource, payroll, and employee benefits administration services, sought to give its human resource specialists the tools they needed to provide superior client service, the company turned to Microsoft Business Solutions CRM. Ambrose deployed Microsoft CRM and Scribe Insight, and integrated both with the company's existing Lawson HR system. As a result, Ambrose is saving time and benefiting from additional access to powerful client information, enhanced reporting, and improved customer service.
Download Ambrose Word File Case Study
WorkRite Ergonomics, Inc. Cuts Inventories by 20 Percent; Speeds Marketing Programs by 75 Percent
WorkRite Ergonomics, Inc., field representatives maintained individual ACT customer contact databases, prohibiting the company from developing comprehensive, real-time analyses of sales opportunities, and making access to current customer information it needed to support its new inside sales department impossible. So, the company adopted the Microsoft Business Solutions CRM Sales Professional solution and integrated it with a telephony solution from Microsoft Gold Certified Partner AltiGen Communications. As a result, WorkRite now has sales forecasts so accurate, it has reduced inventory levels by 20 percent. Its inside sales agents are 20 percent more effective in closing sales appointments for field reps. Marketing program lead times have been cut by up to 75 percent. And field reps—supported with enhanced sales and marketing programs—are more satisfied and successful.
Download WorkRite Ergonomics Word File Case Study
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iQ NetSolutions Makes the Right Call with Microsoft Business Solutions CRM
IQ NetSolutions provides software solutions that enable enterprises to maximize their investments in legacy phone systems by providing a seamless path to next-generation converged IP networks with a platform for advanced computer telephony integration (CTI) applications.
Download IQ NetSolutions' Acrobat File Case Study
Maximum Impact is Helped to Achieve Maximum Business Success with Microsoft CRM
Maximum Impact, Inc., is a successful provider of leadership training that emphasizes such attributes as integrity, honesty, and character.
Download Maximum Impact's Acrobat File Case Study
McBride Electric is Helped to Make the Right Connection with its Customers with Microsoft CRM
McBride Electric is one the largest privately held, multi-service, multi-state electrical contractors in the U.S., offering a variety of services in the electrical, data cabling, lighting and emergency power areas.
Download McBride Electric's Acrobat File Case Study
UCS Forest Group Opens Doors to Increased Sales with Microsoft CRM
UCS Forest is a north American distributor of specialty forest products such as hardwood lumber, specialty sheet goods, plywoods, and imported lumber. These products are used to make cabinets, flooring, furniture stairs, doors, and moldings. Approximately 120 employees.
Download UCS Forest's Acrobat File Case Study
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Elite Flooring and Design Take Customers Service to New Level with Microsoft CRM
Elite Flooring and Design is a leading seller of high-quality flooring to institutional customers. Their customer base includes home builders, apartments, schools, stores, retirement communities, office buildings, hospitals, and general contractors. Nearly 50 employees in offices in 3 states.
Download Elite Flooring and Design's Acrobat File Case Study
NBA's Seattle SuperSonics Scores with Fans using Microsoft CRM
The SuperSonics Bought a CRM solution that could help the club provide fans with a positive entertainment experience, increase fan loyalty, continue to build a powerful brand, and provide uniformly high levels of customer service.
Download Seattle SuperSonics Acrobat File Case Study
Aflac Increases Sales and tracks agent activity using Microsoft CRM
Aflac's Salem, Oregon office uses Microsoft CRM and has been able to increase accountability for agent success. CRM has been powerful tracking of sales activities resulting in more effective prospecting efforts and improved customer service.
Download Aflac Acrobat File Case Study
AAA Mortgage Slashes Costs, Boosts Productivity, and Improves Customer Service using Microsoft CRM
AAA Mortgage has been a leader in the residential financing business since the early 1990s. With three offices, the company primarily provides residential loans and home equity lines of credit.
Tight integration, allowing up-to-the-minute information to flow seamlessly to everyone who needs it. Dramatic cost savings through faster loan decision making and processing. Improved levels of customer service. Instant information about customers and loan status.
Download AAA Mortgage Microsoft Word File Case Study
HyPerformix uses new CRM Solution to Achieve Complete Customer View
HyPerformix used Microsoft CRM to strengthen customer service efforts through easier access to critical customer data. They enhanced decision making support through better reporting. Realized additional time savings and increased employee productivity as well as greater repeat business from existing customers..
Download Hyperformix Acrobat File Case Study
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