N’Compass Case Study

PowerObjects Deploys Integrated Microsoft Dynamics CRM: Fast and In the Cloud for IT Services Company

For several years, N’compass used NetSuite CRM to record customer interactions, track follow-up activities with customers and prospects, and manage sales forecasting. N’compass found that the NetSuite CRM integration with the company’s other business applications was not as straightforward as they would have liked and caused some inefficiencies in getting the real-time information they required. Because the data was not managed in one solution, it made it difficult to get visibility they needed to manage their overall business performance. “The NetSuite solution had limited integration capabilities and was causing some inefficiencies across the organization,” said Brian Bagley, Director of Finance, at N’compass. “It made it very difficult to manage our sales and marketing efforts and because it was inefficient, many of our staff didn’t use the system to its fullest.”

Challenge

N’compass, a growing Minneapolis-based technology consulting company, needed a more flexible and better integrated CRM system to help manage its sales and marketing efforts as well as a solution that would provide improved visibility into its business operations. The company was using NetSuite CRM and struggled with the integration of solution with the company’s other business applications which created productivity losses and inefficiencies in getting the real-time information they required.

Solution

N’compass looked for a more flexible and extensible customer relationship management solution that could improve system integration, increase operational efficiency, and strengthen its sales and marketing efforts. After evaluating other customer relationship management solutions, the company, which was already running many other Microsoft applications, turned to Microsoft Gold Certified Partner, PowerObjects to facilitate the implementation of hosted Microsoft Dynamics CRM 4.0. “We were looking to get the solution implemented very quickly (within 30 days) and knew that PowerObjects could do the job based on their overall experience and expertise with Microsoft Dynamics CRM. They understood the product inside-and-out and were very responsive to our needs,” said Bagley. 

 

The PowerObjects team deployed hosted Microsoft Dynamics CRM to 12 staff members in sales, marketing and operations on-time and on-budget. “The decision to go with Microsoft Dynamics CRM was easy,” says Bagley. “We were excited about the integration opportunities, and we also knew that the familiar interface and Outlook integration would help with user adoption and efficiency, especially with our sales team.”

Key Benefits

“Microsoft Dynamics CRM meets our requirements perfectly. We have gained full integration of our business management systems and now possess a single customer database that our sales, marketing and operational teams can access to retrieve and share information quickly and easily.” From a reporting perspective, N’compass has seen measureable results. “With the old system, our sales pipeline reports were not accurate but now the new solution provides us accurate real time data visibility. We can generate reports ourselves and have the confidence that data is correct,” said Bagley. 
 
N’compass was also pleased with the additional functionality offered to them for CRM though PowerObject’s PowerPack modules free-of- charge. “One of the other reasons we chose PowerObjects was the additional value they brought to the table with their add-on CRM solutions through ‘PowerPack’. These products have allowed us to extend and enhance the functionality of CRM adding even greater value to our investment,” he added. The add-on PowerPack products included PowerEmail, PowerDashboard, PowerSurvey, PowerView, PowerEdit, and PowerFax. 
 
As the company grows, Bagley is also looking forward to the additional functionality that Microsoft Dynamics CRM brings to the table. PowerObjects is currently helping N’compass extend the solution to help automate many of their marketing functions including event management giving them the ability to manage the planning, execution, tracking and reporting requirements for events. “We are really pleased with the adaptability of the solution and the possibilities CRM will provide to us as we grow. It’s already become an invaluable tool for our company and the team at PowerObjects helped make that happen for us,” Bagley added.

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