Case Study: CFA Society Toronto streamlines client engagement with Flywheel Strategic’s Microsoft Dynamics CRM integration

CFA Society Toronto cuts manual membership applications from 73% to 19% with Flywheel Strategic

CFA Society Toronto, a not-for-profit for financial professionals, struggled to automate client engagement on Microsoft Dynamics CRM due to issues with a connecting piece provided by another vendor. They approached Flywheel Strategic for help in getting the troubled transformation back on track.

Flywheel Strategic analyzed the existing solution and chose to stabilize it rather than rebuild it. They successfully integrated Dynamics CRM with the society's website, automating key processes. This resulted in a dramatic reduction in manual work, with the need to manually manage membership applications falling from 73% to just 19%.

CFA Society Toronto