In early 2018, Dupuis Langen contacted Purely CRM for a functional and technical assessment of a previously implemented Microsoft Dynamics CRM on-premise solution. By conducting a 30-day Discovery engagement, Purely CRM assessed the extent to which Dupuis Langen’s key business requirements and data capture needs were represented in the solution.
The challenges reported with the existing CRM solution included issues such as poor shared User Experience, unreliable data, and technical limitations. Business development roadblocks and potential missed deadlines were difficult to identify in time to prevent them. For many reasons both technical and functional, Purely CRM recommended that the entire solution be re-implemented.
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Building upon the Discovery Engagement findings as the foundation for the functional and technical requirements and design, Purely CRM replaced the existing Microsoft Dynamics CRM. This included implementing a SharePoint integration which enables users to easily access related documents when outside the office and away from their desks.
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Purely CRM’s expertise with Dynamics CRM and years of business analysis acumen ensured that Dupuis Langen can now effectively run their core business processes with powerful tracking and reporting capabilities. The President of Dupuis Langen, Diane Dupuis, quotes “we went live before our most intense business period, and our new CRM solution supported this whole process. This enabled us to focus our business on immediate time-sensitive concerns as well as long-term strategic pursuits. As the president, the visibility I now have into what is going on in all areas of the business is of tremendous value to me.”
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