Case Study: a large charitable organization achieves faster, more cost-effective CRM operations with AIM Consulting Group

a large charitable organization migrates CRM teams in under 12 weeks with AIM Consulting Group

The large charitable organization faced inefficiencies managing tens of thousands of external contacts with an over-customized and underused Microsoft Dynamics CRM 4.0 system. They needed a cost-effective, scalable solution to unify customer information and improve workflows on a tight timeline. AIM Consulting Group was engaged to address these challenges using Microsoft Dynamics CRM Online.

AIM Consulting Group implemented a cloud-based SaaS solution, migrating six internal teams to Microsoft Dynamics CRM Online in successive projects averaging under 12 weeks each. They tailored instances for specific team needs, consolidated data, and built new reporting. The results included drastically improved workflow, considerable cost savings, and a reduction in data processing time from a full day to three hours for a key feed. The successful migration provided a scalable platform that became integral to the organization's operations and long-term strategy.