Software Implementation Streamlines Marketer's Operations

Client Profile

Industry: Professional Services
Geographic Footprint: National
Products: Microsoft Dynamics CRMS, Microsoft GP, and eOne SmartConnect
Client Benefit: Consolidated existing CRM software, increased productivity and streamlined client communication

CBIZ is a Microsoft partner and helps with the rollout and configuration of new ERM software.Issue

A marketing and media company that coordinates marketing campaigns geared toward high schools, faced serious data duplication and access issues due to the use of two disparate customer relationship management (CRM) software systems, as well as a separate enterprise resource planning (ERP) system–none of which had integration capabilities. Additionally, several departments used spreadsheets for day-to-day activities. This led to inconsistent and often inaccurate data that slowed down operations.


CBIZ, a Microsoft Partner, demonstrated how the highly customizable Microsoft Dynamics CRM could be tailored to meet the marketer’s needs. Our team identified the solutions that met the company’s objectives and provided implementation guidance and support for Microsoft Dynamic CRM and Microsoft Dynamics, an ERP system. The combination of solutions created a central source for consistent customer data across the entire company, eliminating redundancy, increasing workflow and minimizing errors. We also recommended the inclusion of eOne SmartConnect into the project, allowing for a seamless transition of existing data into the new system.


The marketer cut its operating costs, improved the accuracy of client communication and boosted its overall productivity with CRM, GP and SmartConnect. By eliminating redundant systems and automating processes, including client orders, the company experienced a reduction in errors, saving it money and improving client satisfaction.

Software Designed for You

Explore how CBIZ can help you configure Microsoft Dynamics CRM and GP to address your business requirements.

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Software Implementation Streamlines Marketer's OperationsA marketer integrated disparate client communication tools to streamline its operations....2017-02-23T18:41:00-05:00

A marketer integrated disparate client communication tools to streamline its operations.

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