Case Study: Brakebush Brothers achieves simpler sales tracking and reporting with Concurrency, Inc.'s Dynamics CRM

Brakebush Brothers Deploys Dynamics CRM for Cost-Effective Sales Tracking & Reporting

Brakebush Brothers, a family-owned food processor in Wisconsin, needed a new CRM environment to replace its aging Dynamics CRM 2011 system. The company wanted a simpler, easier-to-use solution for account management, activity tracking, dashboards, reduced manual work, workflow automation, document handling, and integration with its ERP system.

Concurrency, Inc. implemented a clean-slate Microsoft Dynamics CRM solution using out-of-the-box features and Microsoft best practices. The vendor also supported migration of key sales lead data, simplified forms, and deployed the system on-premises with Internet-facing access through Active Directory Federation Services for convenient remote authentication. The result was a more user-friendly platform designed to encourage adoption and improve sales tracking and reporting, though no specific quantitative metrics were provided.

Brakebush Brothers