“The use of [Microsoft Dynamics™ CRM] Workflows has made our jobs easier, added automatic alerts based on activities, and provided timely messages with intricate details.”

“We are now totally automated thanks to Microsoft Dynamics™ CRM. A large portion of the automation is dependent on Workflow which we manage ourselves. The use of Workflows has made our jobs easier, added automatic alerts based on activities, and provided timely messages with intricate details. This is a cost and time saving option when compared to the manual emails we were sending prior. Now, the intricate details are entered in the system once, and through workflow, updated in the appropriate places.”

Dorea Boyle, County of Burlington, New Jersey

Background

Burlington County is the largest County in New Jersey covering 827 square miles. It consists of 40 municipalities, 3 cities, and 31 townships.  Burlington County’s Department of Information Technology wanted to replace an existing CRM system.

 

Project

Situation

• Replace an existing CRM system which provided more automation
• Wanted a platform which they could customize themselves
• Didn't want the customization to lock them to one version of the product

Solution

• Implement a 40 user license of Microsoft Dynamics™ CRM
• Information Technology Department Help Desk System to track support calls and manage projects from 29 County Departments

Outcomes

• Increased productivity through use of CRM Workflows
• Alerts automatically sent to management on key issues
• Integrated systems provides intricate details on all methods of communications
• Savings on cost and time when compared to manual processes employed prior to new system being installed

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