Case Study: Economic Development Company saves time and money with Microsoft Dynamics 365 CRM from Cargas

Economic Development Company - Customer Case Study

Economic Development Company of Lancaster County needed a simpler way to manage outreach data after its on-premise Microsoft Dynamics CRM solution became costly, cumbersome, and hard to update. The organization was also struggling to keep lead activity, BRE data, and other records visible across the team because information was spread across Excel, SharePoint, and a network drive.

Cargas implemented Microsoft Dynamics 365 CRM Online and tailored it to Economic Development Company’s workflow, with custom fields, categories, reporting, and mobile access. With help from Cargas, the organization centralized its lead and opportunity data, improved access to BRE information, and gained better reporting on project stages and ownership while avoiding additional programming fees for many changes.

Economic Development Company

Amanda Mosso

Operations & Communications Manager