Case Study: Mercato Partners achieves 5X higher customer success with JourneyTEAM and Dynamics 365

Mercato Partners - Customer Case Study

Mercato Partners, a specialized investment firm, faced significant challenges with a clunky and disparate sales pipeline using their legacy Salesforce CRM and other third-party tools. Their manual processes, inconsistent customer interactions, and a low 25% user adoption rate complicated their operations and hampered growth. To address this, they partnered with vendor JourneyTEAM to find a modern solution.

JourneyTEAM implemented Dynamics 365 to create a consolidated and intuitive sales pipeline customized for Mercato’s unique funds. The solution automated data management, integrated seamlessly with Microsoft Power BI and SharePoint, and provided real-time customer insights. This led to a 35% increase in user adoption, a 60% reduction in technology debt, and a 5x higher customer success rate for Mercato Partners.

Mercato Partners

Zane Busteed

Director