Case Study: Baker Tilly boosts CRM adoption with Demandbase

How Moss Adams improved CRM adoption with Demandbase

Baker Tilly, through its former Moss Adams organization, faced low CRM adoption, inconsistent data quality, and heavy reliance on spreadsheets and manual processes to manage client and prospect information. The firm needed a way to build trust in its CRM and support better collaboration across revenue teams, so it turned to Demandbase for help.

Demandbase helped Moss Adams modernize its Microsoft Dynamics CRM by replacing manual workflows with a cloud-based, data-enriched system and making data integrity part of daily operations. The result was cleaner, more trusted data, nearly two dozen active users, and more effective sales and marketing campaigns, giving Baker Tilly a stronger foundation for scalable, insight-driven growth.

Baker Tilly

Jamie Flores

Director of CRM