- A large, state government-based organization uses Microsoft Dynamics CRM to manage its teacher certification program. In the system, contacts are educators. Each educator has areas in the system for tracking their schooling, work history, and certifications. The system also contains a portal so that educators can, for example, update their personal information and pay certification fees online.
- A major financial institution wanted a system to better manage the process by which they review and interview potential hires. Using Microsoft Dynamics CRM, a solution was built to track candidate documents (resumes and cover letters) and schedule all activities held during the process of recruitment, like the initial screening, resume review and finally, interview.
A U.S. Air Force command utilizes Microsoft Dynamics CRM to receive, disseminate, and track the chain of organizational tasks and resulting sub-tasks within their organization and from Air Force Headquarters at the Pentagon. In this system, accounts are organizations and contacts are users and action officers charged with the coordination and response to policies and procedures.
Our most recent xRM implementation involved a national sports governing body. The organization needed a system which would consolidate operations between it and its many associations—up to 110 of them. We created a CRM template solution which leveraged our hosted infrastructure. This template is fully customizable and can be developed to suit the individual requirements of each association. The system now provides a centralized entry point for disparate data sources, something which improves workflow and communications between associations.