Case Study: Sustainalytics achieves 95% client retention with Microsoft Dynamics CRM Online

One of the world’s best-known sustainable investment firms gets major Dynamics boost

Sustainalytics, a sustainability research and analysis specialist, faced a challenge with its customer information being scattered across disconnected databases and email systems, making it time-consuming to access data and track KPIs. To centralize its CRM approach, the company partnered with Microsoft Corporation to implement the Microsoft Dynamics CRM Online solution.

The solution from Microsoft involved rationalizing all customer data into a single, unified platform. This implementation led to significantly more efficient processes, easier tracking of deliverables, and a client retention rate that increased to 95%. Microsoft Dynamics brought greater efficiency and a positive change to the company's internal operations.

Sustainalytics

Laura Bercan

ICT Associate Director