White Papers

Portico De Mexico Found Its Team Excellence Through Microsoft Dynamics CRM

Overview A particularly relevant task requiring immediate attention was the lack of accurate control of the personnel in charge of the prospects contacted both through the Internet or by phone, and their related engagements and activities, thus leading to difficulties in generating a database including relevant customer information. Portico needed an application to help it consolidate data stored in different media and with no company-wide control. The Company invested in new infrastructure, starting with full installation of SBS and SWL Server on a new server for such purpose. Among the main features and benefits that called Portico's attention was Microsoft Dynamics CRM 1.2 interface integration with Outlook CRM Sales interface at the customers' terminals.

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Publisher
Microsoft
File Format
PDF
Date Published
Apr 2, 2008
Format
Case Studies
Topics
CRM Software, Infrastructure Management

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