Case Study

CBI Professional Services

CBI Professional Services

Pages 2 Pages

fullscope.com | alithya.com | MSsales@alithya.com | 866 420-7624 CBI Professional Services CASE STUDY CBI, the Confederation of British Industry, the UK’s premier business organisation, was using an on-premises CRM solution and was not able to take advantage of the greater functionality of a cloud- based CRM system. It wanted to get closer to its members and understand when, how and why they bought additional services from the CBI. Its existing CRM solution could not achieve this. The CBI struggled to get its staff to adopt the old CRM solution, so it chose to switch to the cloud-based Microsoft Dynamics 365 platform, which would also enable it to integrate CRM with the rest of its Microsoft solutions. The tight integration across the Microsoft product family creates a c

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