Organizations Transform Their Businesses With Microsoft Dynamics CRM 2011

ATLANTA — April 11, 2011 — Today at Convergence 2011, Microsoft spotlights the successful and exciting year its Microsoft Dynamics CRM business has experienced as it completes the delivery of Microsoft Dynamics CRM 2011 to all customers. More than 27,000 customers and 1.7 million users worldwide are now using Microsoft Dynamics CRM. This includes tens of thousands of customers that have signed up for the latest release since January 2011, including AuditMyBooks, BioMedix and Sandri.

Microsoft Dynamics CRM 2011 delivers features including point-and-click configurability, enterprise scalability, and easy interoperability to existing applications and databases. It brings productivity gains to organizations of all sizes through familiar, intelligent and connected experiences. These experiences are leading customers to choose Microsoft Dynamics CRM 2011 over competing products and helping them transform their businesses.

AuditMyBooks Personalizes New RoleTailored Dashboards in Microsoft Dynamics CRM

April 10, 2011
Steve Bachman, CEO of AuditMyBooks.

AuditMyBooks delivers SaaS solutions that help small businesses protect financial resources from errors and possible fraud by automatically analyzing their accounting systems’ financial transactions. A former customer, AuditMyBooks needed to develop a subscription and license management system for its analyzer product, the AuditMyBooks Analyzer™. Rather than build a solution from scratch, AuditMyBooks turned to Microsoft Dynamics CRM Online because the company sought a flexible solution that would be tightly integrated into its sales, marketing and operations to support the company’s rapid growth.

AuditMyBooks partnered with Arke Systems, an Atlanta-based Microsoft Dynamics CRM Gold Certified Partner, to develop the AuditMyBooks Analyzer. The solution enabled AuditMyBooks to manage all subscriptions, trials, customers and prospects from within Microsoft Dynamics CRM Online. This integration helped AuditMyBooks deliver all needed information to sales, marketing and support staff from within a single application, enabling them to be effective and efficient. Taking advantage of Web services and a variety of Microsoft technologies, including Microsoft SQL Server, Microsoft Visual Studio and Microsoft .NET, Microsoft Dynamics CRM Online offered AuditMyBooks a comprehensive solution that was effective, security-enhanced and scalable.

According to Steve Bachman, CEO of AuditMyBooks, the Analyzer’s integration with Microsoft Dynamics CRM Online delivers unprecedented ease-of-use and visibility into the company’s product use and performance, providing the company’s executive teams and staff with a real-time view of how Analyzer sales are performing. This is possible with the solution’s new dashboard capabilities.

“Since we are an SaaS company, none of the out-of-the-box dashboard solutions were what we needed, but using Microsoft Dynamics CRM Online, it was quick and painless to get the dashboards configured specifically for our requirements,” Bachman said. “The configurable charts on each screen of Microsoft Dynamics CRM Online are also extremely useful. Access to this data will enable the AuditMyBooks sales, marketing and support teams to more effectively upsell, cross sell, and market to our prospects and customers based on data segmentation and analytics, as well as support all our trials and customers. And as our Analyzer business grows, Microsoft Dynamics CRM Online is growing with us.”

BioMedix Automates Company Workflows With Microsoft Dynamics CRM Online

April 10, 2011
John Romans, CEO of BioMedix.

BioMedix, a leader in providing solutions that prolong and enhance life through the early detection of vascular disease, needed a more robust CRM solution to improve sales, marketing and operations and better maintain business logic in one place. The company also needed a tool to build a workflow that would track and manage critical data that provides significant guidance to its sales force.

BioMedix selected Microsoft Dynamics CRM Online over for its ease-of-use, familiar experiences, improved user interface, and ability to support processes beyond traditional sales and marketing. With Microsoft Dynamics CRM Online, BioMedix no longer manages an IT infrastructure and instead focuses on the core of its business — creating a continuum of care that addresses peripheral artery disease. BioMedix also reduced turnover in its sales force.

BioMedix paired the solution with Microsoft Business Productivity Online Suite to provide a common thread of communication throughout the company. Utilizing the familiar Microsoft Outlook email function in combination with Microsoft SharePoint 2010, Microsoft Office Live Meeting and Microsoft Lync 2010 has supported the company’s real-time communication between the field-based sales teams, remote location offices and corporate headquarters.

“The greatest benefit for BioMedix with the Microsoft Dynamics CRM 2011 upgrade is its enterprisewide automation of workflows,” said John Romans, CEO of BioMedix.

As a medical software and device company, BioMedix saw the need of CRM beyond its traditional sales, service and marketing roles. Using the xCRM application framework delivered by Microsoft Dynamics CRM Online, BioMedix developed a compliance tracking solution to monitor U.S. Food and Drug Administration guidelines for marketing and selling its medical devices.

“Microsoft Dynamics CRM Online went beyond sales to pull together all areas of our business,” Romans said. “Microsoft Dynamics CRM Online gives BioMedix better insight into data and smoother process execution. We are now able to automate sales reporting on opportunities, and existing and prospective client information is more accessible to our field-based sales force.”

BioMedix also utilized the solution’s seamless integration with Microsoft Outlook, which is increasing company productivity by automating workflows across sales, marketing and operations and providing access to information on mobile devices. The ability to implement a hybrid deployment model that works best for the company and its employees was also a key reason why the company chose Microsoft Dynamics CRM — BioMedix offers its employees Microsoft Dynamics CRM 2011 on premises and through Microsoft Dynamics CRM Online.

For more information about how BioMedix supported rapid growth with Microsoft Dynamics CRM Online, the company’s case study is available here.

Sandri Adopts Microsoft Dynamics CRM 2011 Into Its DNA

As a diversified full-service energy supplier, Sandri needed better alignment across its business with its distributors and within different departments. Before implementing Microsoft Dynamics CRM 2011, the company had zero visibility into future activities, preventing pipeline forecasting and lead management. Sandri evaluated but determined Microsoft Dynamics CRM 2011 would drive greater user adoption across the company’s sales teams because of its familiar Microsoft Office look and feel.

“Our sales team loves the built-in quoting functionality in Microsoft Dynamics CRM 2011, so they are using the solution every day, which makes them more accountable,” said Mike Behn, chief operating officer of Sandri. “We are seeing tremendous increases in sales and are starting to see productivity benefits.”

April 10, 2011
Tim Van Epps, president of Sandri.

Sandri also found the ability to track and monitor dashboards that cover the gamut of its business to be a key benefit of the Microsoft Dynamics CRM 2011 upgrades. The company chose to have Microsoft Dynamics CRM 2011 fully integrated with its back office system because of the product’s ability to analyze sales data in real time through the dashboards.

Sandri implemented Microsoft Dynamics CRM 2011 to handle many aspects beyond its functionality as a sales tool. For instance the company is using the solution to assist with tracking the company’s environmental compliance for its retail gasoline stations. Sandri and its implementer Ledgeview Partners developed a Microsoft Dynamics CRM for Energy Distribution solution to track renewals of environmental permits, inspections, certifications and test results.

Microsoft Dynamics CRM 2011 also helped Sandri set up workflows to auto-remind the company when something is due, easily connecting employees to documents and assignments to ensure compliance requirements are complete. Sandri previously used several spreadsheets, calendars and coordination among various employees to achieve compliance at the company’s 100-plus retail facilities. Sandri now avoids facing noncompliance fines.

“Microsoft Dynamics CRM 2011 is helping transform the culture of the Sandri companies,” said Tim Van Epps, president of Sandri. “We’re often very focused on operations and have found ways Microsoft Dynamics CRM 2011 can help us with that, but it’s also allowing our sales force to collaborate across departments. Microsoft Dynamics CRM 2011 has really breathed some sales and marketing life into our company. It’s become our DNA.”

To learn more about the Convergence 2011, visit the Microsoft Dynamics Newsroom at Those who want to follow and engage with the Microsoft Dynamics CRM community can do so at @MSDynamicsCRM, #crm2011. More information about Microsoft Dynamics CRM 2011is available at

Related Posts