Executive Search Firm – Improves Communication, Visibility and Opportunity Tracking with CRM Solution

Executive Search Firm Improves Communication, Visibility and Tracking with Microsoft Dynamics CRM

The Client: A leading Executive Search Firm for midmarket organizations.

Business Problem : Legacy system limitations forced users to manage the sales process in spreadsheets, making reporting and metrics difficult to manage. The client looked to improve their search and recruiting results with improved communication, visibility and tracking of high-end executives through a single platform.

Solution : Emtec implemented and configured Microsoft Dynamics CRM and worked with the client to standardize their sales processes in CRM to facilitate quick data entry and ensure accurate reporting.

Results : Sales and Marketing managers have full visibility over the pipeline and campaigns, and they now have a tailor-made Recruiting module to administer its senior executive contacts.

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