Microsoft Dynamics® CRM Case Studies

We serve clients across multiple industries, including industrial products, consumer products, government, education, health care and nonprofit. Our Microsoft Dynamics CRM solutions give our clients a competitive advantage in sales automation, improved customer service issue management and better company-wide visibility. From basic ‘out of the box’ solutions to custom xRM development, we deliver solutions to meet your unique needs.

Case Studies

RSM technology solutions help food bank better achieve its mission

RSM helps Philabundance increase insight into member management data as well as improve network accessibility and reliability.

Social services board pioneers solution to serve those most in need

Learn how Camden County, New Jersey, Board of Social Services’ implementation of Microsoft Dynamics CRM helped meet demand spike for services

Award-winning project enables enhanced case management for disabled

Ohio Department of Developmental Disabilities (DODD) implements Microsoft Dynamics CRM as the platform to develop the imagine system.

Impellam North America

Listen to Impellam North America's John Vlha, Chief Financial Officer, and Ana Miner, explain why they consider RSM a true business partner and how their vision of a new comprehensive business system was accomplished with Dynamics GP and CRM.

Rehabilitation hospital enhances business processes with CRM solution

After outgrowing its manual data collection processes, Magee Rehabilitation Hospital sought a more efficient platform to collect and distribute information.

Process plant manufacturer achieves 50 percent growth with CRM

International Process Plants implements a centralized system throughout the United States, United Kingdom and Europe with real-time, seamless integration using the company website to manage inventory and capture leads.

County department increases productivity with case management solution

Burlington County replaces an existing system to track IT support calls and manage projects from 29 county departments.

CRM implementation results in greater efficiency and cost savings

The County Commissioners Association of Pennsylvania was seeking a solution to consolidate membership data from several non-integrated databases. Implementing Microsoft Dynamics CRM helped improve efficiency and consistency of data while providing a significant annual savings.

Employee benefits firm delivers customer service efficiencies with CRM

An employee benefit consulting firm trades in their proprietary system for greater access to information and total cost of ownership savings.

ERP and CRM solution provides immediate answers to childcare franchise

Goddard Systems eliminates manual record keeping and inconsistent information among departments and customers with Microsoft Dynamics® CRM.

Private equity group improves processes and lowers operating costs

Independence Capital Partners leverages Microsoft Dynamics and SharePoint to create one platform for seamless collaboration across business units.

Nonprofit improves employee productivity with CRM implementation

A not-for-profit membership organization was seeking a solution to replace their grant software system and other various systems they used to manage donations and member and donor data.

Nonprofit wins customer excellence award for Dynamics CRM usage

Microsoft recognized non-profit organization with its Excellence in Innovation Awards for its usage of customer relationship management solutions that help businesses work more effectively.

Camden County leverages RSM services for stronger community outreach

RSM helped the board of social services implement a Dynamics 365 enrollment solution with greater efficiency for constituents and employees.

Integration of Microsoft Dynamics GP with CRM streamlines operations

North American Communications Resources was seeking a single system its salespeople could use for prospecting, quoting, managing activities and entering sales orders, and that could also integrate with its accounting system.

Outlook and CRM integration improve efficiency and access to data

AMC Delancey Group, a private real estate investor, has a portfolio of multi-family, office, retail, industrial, hospitality and land.

CRM solution reduces workload and increases efficiency by 99 percent

Compass Wire Cloth Corporation eliminates 80 percent of their manual workload and fills orders faster with a Microsoft Dynamics® CRM implementation.

CRM solution increases efficiency and visibility of case management

Dynamics CRM helps Catastrophic Illness in Children Relief Fund eliminate difficult manual processes, increasing efficiency and reducing data errors.

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