An advanced learning organization, with "World Class" resources for small businesses, was in need of a complete and unique CRM implementation process. They were looking for someone with experience and strong communication to lead them through the process. This service provider found InfoGrow, and together they formulated a plan for CRM installation and adoption that resulted in great company success.

1. “No Results Missed” Case Study Series
Case File #4:
Growth Partnership
CRM Custom
Implementation

2. About the Company
• This advanced learning organization provides small
businesses with “World Class” resources, expert
advice, and networking opportunities to help them
grow and prosper. An annual membership, based
on company size, is required to access these
services, as well as to attend various special events
and training programs.

3. So What Was Their Issue?
• The client (support provider) was in need of a system
that would allow their sales and service teams to easily
access customer membership information.
• Furthermore, they needed to make sure their third party
membership / CRM system and their Dynamics SL
accounting software worked in harmony.

4. In Their Words:
• “We wanted a partner to make sure we were
designing and implementing a system that could
meet our large number of needs, because we are a
very unique organization in that we have a lot of
different products and programs that we offer.”
- Senior Director of Products and Initiatives

5. They Found InfoGrow
• InfoGrow began by learning about the organization’s
business and what its long-term goals were.
• From there they began by highlighting some of the
biggest benefits the service provider could expect from a
successfully implemented and sustained CRM system.

6. The Process
• InfoGrow assisted the organization through every aspect
of the full system design process: strategic consulting,
project management, and support.
• InfoGrow also assumed over 90% of the custom
configuration during the system rollout, including report
writing, training of standard users and of the
administrative support team.

7. What the Organization Had to Say
• “InfoGrow’s team was really easy to work
with...(They) can talk business language that’s not
over my head.”
• “It wasn’t like they just started the process and then
ran.’ ‘They continue to provide us with guidance and
insight as to how to best utilize the system.”
- Senior Director of Products and Initiatives

8. The Last Word
• “My team had no experience with Dynamics CRM
software.’ ‘Therefore, the training we received was very
positive and has made my staff far more productive.”
•
“ The training has greatly helped us to better serve our
more than 14,000 members.”
- Senior Director of IT

9. In the End
• After all was said and done, this small business support
organization found itself operating at a higher and more
cost-effective manner. They also just happened to find a
new business partner, committed to their success, in the
process.
• InfoGrow delivered:
– Full system design and rollout
– Strategic consulting
– Project Management
– Training

10. Thanks for Viewing!
For more information on how InfoGrow can help your business, please
visit at:
www.infogrowcorp.com
Or Call: (800) 897-9807
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