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PEI implements Microsoft Dynamics CRM 2011!

By August 17, 2011September 2nd, 2020Blog, Microsoft, New Product Releases & Upgrades

PEI implements Microsoft Dynamics CRM 2011!

The past couple of months I have been going through the steps of planning a CRM implementation for our Sales, Marketing and Contract Management team.  If you have ever implemented a CRM you understand that this is no small task.  After reviewing our internal process across all departments, I customized CRM 2011 to fit our needs.  Finally, it is ready to deploy!

For PEI, CRM is a huge step in a new direction.  So what does it mean for our customers?  Well, when any of our clients call us, every PEI employee can get up to date information about all previous contacts with that person or company.  The result is improved customer service and relevant data, which is crucial to building the deep, long term relationships PEI prides itself on.

Internally, we expect to see enhanced processes and improved performance.  Furthermore, the business intelligence capabilities and goal tracking built into CRM 2011 gives us insight into our strengths and weaknesses, and allows us to better serve our customers.

Heidi Christensen, PEI

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