“No Results Missed” Case Study Series

Growth PartnershipCRM Custom

Implementation

Case File #4:

About the Company

• This advanced learning organization provides small

businesses with “World Class” resources, expert

advice, and networking opportunities to help them

grow and prosper. An annual membership, based

on company size, is required to access these

services, as well as to attend various special events and training programs.

So What Was Their Issue?

• The client (support provider) was in need of a system

that would allow their sales and service teams to easily

access customer membership information.

• Furthermore, they needed to make sure their third party

membership / CRM system and their Dynamics SL

accounting software worked in harmony.

In Their Words:

• “We wanted a partner to make sure we were

designing and implementing a system that could

meet our large number of needs, because we are a

very unique organization in that we have a lot of

different products and programs that we offer.”

- Senior Director of Products and Initiatives

They Found InfoGrow

• InfoGrow began by learning about the organization’s

business and what its long-term goals were.

• From there they began by highlighting some of the

biggest benefits the service provider could expect from a

successfully implemented and sustained CRM system.

The Process

• InfoGrow assisted the organization through every aspect

of the full system design process: strategic consulting,

project management, and support.

• InfoGrow also assumed over 90% of the custom

configuration during the system rollout, including report

writing, training of standard users and of the

administrative support team.

What the Organization Had to Say

• “InfoGrow’s team was really easy to work

with...(They) can talk business language that’s not

over my head.”

• “It wasn’t like they just started the process and then

ran.’ ‘They continue to provide us with guidance and

insight as to how to best utilize the system.”

- Senior Director of Products and Initiatives

The Last Word

• “My team had no experience with Dynamics CRM

software.’ ‘Therefore, the training we received was very

positive and has made my staff far more productive.”

•

“ The training has greatly helped us to better serve our

more than 14,000 members.”

- Senior Director of IT

In the End

• After all was said and done, this small business support organization found itself operating at a higher and more cost-effective manner. They also just happened to find a new business partner, committed to their success, in the process.

• InfoGrow delivered:– Full system design and rollout

– Strategic consulting

– Project Management

– Training

For more information on how InfoGrow can help your business, please

visit at:

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Or Call: (800) 897-9807

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www.infogrowcorp.com