Case Study: Why a Global Investment Management Firm Moved from Ground to Cloud with Microsoft Dynamics 365 for Sales 2018-11-01T17:13:53+00:00

Case Study: Why a Global Investment Management Firm Moved from Ground to Cloud with Microsoft Dynamics 365 for Sales

Thinking about upgrading your CRM system to the Cloud? Wondering if the benefits outweigh the risks?

Company: A global investment management firm with 2,500+ professionals in 14 countries dedicated to helping millions of clients worldwide

Challenge: The firm’s on-premise, highly customized, outdated CRM system was:

  • Holding them back from capitalizing on new and expanding markets
  • Limiting the ability to report with incomplete and inaccurate data
  • No longer able to integrate with other business-critical tools and data sources
  • Deteriorating in system performance and usage due to over-customization

Solution: Microsoft Dynamics 365 for Sales and AKA Enterprise Solutions

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About AKA Enterprise Solutions

For more than 25 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help firms achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.

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