Case Study: HKS achieves centralized client relationship management with Microsoft Corporation Dynamics CRM Online

After transforming architectural design worldwide, HKS turns inward to evolve client relationship management

HKS, a large U.S. professional services architectural firm, needed to replace scattered client relationship management databases as senior partners approached retirement. The company wanted a centralized CRM platform to preserve institutional knowledge, improve sales and marketing coordination, and better evaluate opportunity profitability and risk before investing in RFP responses.

Microsoft Corporation implemented Dynamics CRM Online for HKS, integrated with Microsoft Office 365 tools like Outlook, SharePoint Online, and Surface Pro devices. The solution streamlined “go/no-go” opportunity decisions, reduced admin effort, eliminated the need for hardware and VPN access, and helped HKS focus on higher-value RFPs; as a result, the firm can respond more effectively to viable opportunities and maintain strong client relationships into the future.

HKS

Jack Clark

VP of Business Systems Information Technology