Success Stories
"With its Outlook integration, Microsoft Dynamics™ CRM improved our efficiency by standardizing the access to our data. For us, it was a big selling point."
"Microsoft Dynamics™ CRM was very easy to customize. Without any formal training, I was able to create custom Entities and modify fields according to our specific needs. If more instruction is needed, I also have access to Microsoft resources including hot fixes, knowledge base, and phone support. RSM McGladrey was also a just phone call away and can offer their support as needed."
-Walter Barrett AMC Delancey Group, Inc.
Background
AMC Delancey Group is a private real estate investor with a commercial portfolio that includes multi-family, office, retail, industrial, hospitality and land. Their assets extend throughout all of the East Coast and their most recent projects include Senior and Independent Living Communities. AMC Delancey was managing their contacts using two non-integrated systems, Goldmine® and Microsoft Outlook. They also used Goldmine® to administer their real estate agreements.
Project
Situation
- Managing their contacts using two non-integrated systems, Goldmine® and Microsoft Outlook.
- Required a tool to administer their real estate agreements.
- Information was not easily shared between departments.
Solution
- Implement a 12 user Microsoft Dynamics™ CRM Business Solution
- Share information among the departments, manage their real estate activities throughout an agreement, and integrate with Microsoft Outlook in real-time
- Expanded access to the Dynamics CRM data to include research where they can track trends, real estate conditions, and statistics on their assets.
Outcomes
- Formed a centralized database
- Improved efficiency through consistent data entry
- Integrated access to data across multiple departments