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

Brakebush Brothers simplifies CRM with Concurrency and cuts manual sales tracking with a clean-slate Dynamics rollout

Brakebush Brothers, a family-owned food processor, desired a new Dynamics CRM environment to replace an outdated system for more effective sales tracking and reporting. Their challenge was to reduce manual processes and integrate the new CRM with their existing ERP system. They partnered with Concurrency, Inc. to implement a solution using Microsoft Dynamics CRM.

Concurrency, Inc. worked with Brakebush to establish a clean slate, on-premises system that incorporated Microsoft best practices. The solution streamlined forms, integrated with the ERP, and used ADFS for secure, remote access. This new user-friendly environment encouraged adoption and provided Brakebush with a cost-effective platform for account management and activity tracking, leading them to continue their partnership with Concurrency for future Microsoft solutions.

Brakebush Brothers