Case Study: Sustainalytics achieves 95% client retention and a unified CRM with Microsoft Dynamics 365

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

Sustainalytics, an Amsterdam-based ESG research and advisory firm, struggled with fragmented client information spread across databases, emails and individual computers, which made reporting and KPI tracking slow and decision-making difficult (it once took more than three days to produce a quarterly sales report). The teams in Amsterdam and Toronto needed a joined-up, trackable view of all client-facing activity to improve onboarding, contract renewals and delivery management.

The company implemented Microsoft Dynamics CRM Online alongside Office 365, consolidating legal, finance and client-service data into a single platform for managing prospects, opportunities, deliverables, contracts and issue resolution. The result was faster reporting, better visibility and collaboration, increased staff efficiency and a client retention rate of around 95%.

Sustainalytics

Laura Bercan

ICT Associate Director