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Hunter Warfield

A powerhouse in the revenue recovery industry, Hunter Warfield found themselves struggling to realize the promised benefits of implementing a Customer Relationship Management solution—a common problem in any organization. With growth potential projected to sky-rocket, executives knew they needed to sit down and iron out all their technology kinks before they could take the next steps in taking their company to the next level.

What we did

Workflow / Business Process Improvements

  • Detailed Requirements Analysis
    • Defined Sales & Customer Support processes
    • Detailed Documentation of workflows & processes

Dynamics CRM

  • Re-engineered/re-implementation of CRM
  • Customized CRM to actual Hunter Warfield processes

Custom Add-on

  • CRM Time Tracking – Track time sent within CRM to account for customer cost

Integration

  • Dynamics CRM to proprietary Production System

The outcome

  • Increase in user adoption / trust in the system
  •  Increased visibility:
    • Productivity of Sales Reps
    • Actual cost/time spent on each client
  • Fully integrated system, with little manual effort to maintain

 

Tags: Customizations, Integrations, Microsoft Dynamics CRM

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