Case Study: Garantizar achieves double the number of clients served with Microsoft Dynamics 365

Dynamics 365 and the cloud provide speed and autonomy to the salesforce of an Argentinian financial institution

Garantizar, an Argentinian Reciprocal Guarantee Society with 350+ employees, underwent a rapid commercial expansion—growing its salesforce and opening new branches—which created a pressing need to speed up lead processing, centralize client information, and give mobility and adequate tools to its growing commercial team.

Working with Axxon Consulting, Garantizar deployed Dynamics 365 for Sales and Marketing integrated with Office 365 and Cloud PBX in the cloud, avoiding new hardware and enabling fast onboarding. The unified CRM and communications platform doubled the number of clients served, delivered a complete, centralized client view, cut the time to get lead information to the salesforce by five times, and gave the team greater mobility and self-management.

Garantizar

Sabina Ozomek

General Manager