Case Study: Marsh McLennan Agency achieves doubled efficiency and lower costs with Microsoft Azure

Benefits consultant doubles efficiency with online CRM solution

Trion Group, a medium-sized Philadelphia employee benefits consultant, was struggling with low CRM adoption and duplicated work after using GoldMine alongside Outlook. Sales and business development teams spent too much time switching between applications and manually managing forecasts and marketing lists, and the small IT staff could not support a complex on-premises rollout.

Trion engaged Microsoft partner Neudesic to deploy Microsoft Dynamics CRM Online, integrate it with Outlook, and build a quick-check Silverlight tool hosted on Azure. The cloud CRM was implemented in weeks, automated workflows cut forecasting from four hours to 20 minutes, saved roughly 70 hours a month, doubled sales efficiency, improved deal visibility and marketing ROI, and reduced deployment and maintenance costs.

Marsh McLennan Agency

Jeff Kiely

Vice President of Sales and Marketing