Tax Software Company Improves Microsoft CRM and Integrates to Microsoft Dynamics GP

The Client

Our client has been a leading provider of corporate tax software and services for over 30 years. Headquartered in Deerfield, Illinois, they have additional regional offices in Dallas and Woodland Hills, California. Their line of products are the most comprehensive applications in the industry, easy to learn, and intuitive to use. From planning through audit, the client streamlines the tax life cycle with intelligent application integration and design.

The Opportunity

Our client was in the process of implementing Microsoft Dynamics GP with in-house personnel, when Logan Consulting was contacted to help them implement Microsoft Dynamics CRM. They had selected Microsoft CRM to have a centralized Account and Contact system for their sales representatives. In addition to improved contact management, the client was looking to utilize Quote and Sales Order functionality in Microsoft CRM. It was also important to our client to have a two-way integration between Microsoft Dynamics CRM and their back office ERP, Microsoft Dynamics GP. The integration was to include, Products, Customers, Addresses, Sales Orders, and Invoices. Finally, they were concerned about how their pipeline reports would appear out of CRM and if they would meet the needs of executives. Upper management had some challenging pipeline reporting requirements that needed to be met.

The Solution

The client decided to implement Microsoft Dynamics CRM to meet their Sales and Marketing initiatives and they selected Logan Consulting to help them implement. Logan Consulting helped in the design of the CRM sales process and user interface.