Case Study: MBG BONUSIA expands customer care and supports growth with Microsoft Dynamics CRM

New CRM system will help maintain MBG BONUSIA's values in times of rapid expansion

MBG BONUSIA, a financial consultancy firm in the Czech Republic, faced a challenge with its outdated, proprietary customer database. This system prevented its 80 consultants from accessing client data proactively, hindering the company's ability to maintain its core values of personal service and mutual growth during a planned national expansion. They turned to vendor Microsoft Corporation and its Microsoft Dynamics CRM product to find a modern solution.

Microsoft, through its partner Byznys CRM, implemented a cloud-based Microsoft Dynamics CRM system. This solution provided consultants with direct access to customer data and contracts, enabling proactive and personalized client care. The new platform established the necessary technological foundation for MBG BONUSIA's ambitious goal of growing from 80 to 1,000 consultants and expanding across the Czech Republic, ensuring the company's values could be maintained during rapid growth.

MBG BONUSIA

Jan Žitník

CEO