PriceKubecka Case Study

PriceKubecka Moves from Salesforce.com to Microsoft Dynamics CRM Online Improving Firm Productivity and Client Service Effectiveness

For almost two decades, PriceKubecka a Dallas CPA firm, has been providing professional, audit and accounting solutions, strategies and assistance for businesses in the Dallas metropolitan area. The firm specializes in working with small and large companies in a variety of industries throughout the region.

Situation

The firm was using Microsoft Outlook to collect, organize, and share client account data however the information was stored in separate public folders which over time became unorganized, outdated and difficult to manage. In addition, they were managing their business development efforts in Salesforce.com, which lacked direct integration with Microsoft Outlook. Overtime, the partners and staff could not quickly or easily find the information they needed and because the two applications lacked integration, they needed to look for a better solution that would better serve the entire organization’s needs.

“Our old systems and processes were not working for us and as we continued to grow, we realized it was time to find a new CRM system that could meet all of our needs and manage our client data and as well as our business development efforts,” said Brian Price, President of PriceKubecka.

Overall, PriceKubecka needed a CRM solution that would provide:

• A single database and 360-degree view of all client and prospect data and activities
• An integrated and user-friendly solution for all staff
• Ability to streamline and support various work processes
• Improved business development and marketing capabilities
• Enhanced client service capabilities by leveraging intelligent real-time data
• Remote access from anywhere, anytime

Solution

With the help of PowerObjects and their PowerSuccess service-as-a-subscription program, the firm implemented Microsoft Dynamics CRM online based on its ease of use and integration with core Microsoft systems and applications the company was already using. The PowerSuccess program allowed PriceKupecka to work with a team of PowerObjects CRM experts to define their requirements, migrate their existing data, configure Microsoft Dynamics CRM online quickly and provide the ongoing support they needed. “We initially thought that we could handle the CRM implementation ourselves but quickly learned that you need an expert like PowerObjects to rely on. The solution is robust and we needed PowerObjects to help guide us and be there every step of the way,” he added. For a fixed monthly fee, the firm has access to a team of CRM experts to answer questions and make updates to the solution on an ongoing basis. “It’s great to know we can pick up the phone and get help if we need it. For a fixed monthly fee, we have access to a team of CRM experts who configure CRM to fit our business.”

Key Benefits

One of the greatest needs the firm had was having a central database of client accounts, referral sources and prospect information. With Microsoft Dynamics CRM now in place, the partners and staff can easily access and share up-to-date contact information as well as manage client activities and identify new opportunities for additional services. “We now have an integrated CRM system that everyone can access right in Microsoft Outlook. Having the information we need at our fingertips has allowed our teams to work smarter and focus on building stronger relationships and serving our client’s needs,” he added.

Since deploying the solution, the firm has strengthened its business development efforts throughout the entire organization. The company now has the ability to see all of the touches that are being made to clients related to specific activities by partners and staff. “Whether it’s taking a client to lunch or attending a networking event, we now can track and report on the marketing activities done by each of our staff members and how it relates to their individual professional development goals,” he added. The firm also tailored the solution to track and analyze referrals from banks, law firms, and other key sources. This gives partners and staff greater visibility into which relationships are helping the firm grow and lets them track referrals extended to clients and other contacts. “CRM has really helped us solidify and build upon the relationships we already have.”

From a marketing perspective, the firm has been much more proactive and productive in their efforts. “Before CRM, we had trouble pulling a reliable marketing list to even execute a campaign. Now using advanced find and automated workflows in the solution, we can pull targeted marketing lists, send emails and schedule follow-up calls right in CRM,” he added.

About PowerObjects

Established in 1993, PowerObjects is one of a handful of organizations recognized as a leader in delivering Microsoft Dynamics CRM/xRM solutions to customers. As a Microsoft Partner Gold Certified in the CRM competency, 2011 Microsoft Dynamics Inner Circle recipient, and Microsoft President’s Club member (2009-2011), PowerObjects has an impressive and rapidly growing list of customers benefiting from Microsoft CRM/xRM. PowerObjects fully embraces the power of customer choice and offers hosted, on-premise and online CRM deployment options. Headquartered in Minneapolis with offices in Dallas and St. Louis, PowerObjects provides CRM solutions to businesses and non-profit organizations in multiple industries including healthcare, life sciences, insurance, financial services, publishing, distribution, manufacturing and professional services. For more information, visit www.powerobjects.com or call 612-339-3355.