At ForgeXRM, we help organizations across industries unlock the full potential of Microsoft Dynamics 365 and the Power Platform. From replacing outdated systems to automating critical workflows, our implementations streamline operations, enhance visibility, and drive measurable results.
Here are a few examples of how we’ve recently helped our clients transform their businesses with Microsoft Dynamics 365 and CRM solution automation:
1. Transforming an Insurance Agency’s Operations
An insurance agency needed to replace its legacy CRM and agency management system with a modern, scalable solution. ForgeXRM delivered a seamless implementation of BenefitsBridge and Microsoft Dynamics 365, achieving the following results in less than a week:
- Data migration from the legacy agency management system
- Re-created four key business reports critical to daily operations
- User training to ensure rapid adoption across the agency
We also developed automated workflows to route service cases based on inquiry type and implemented commission tracking functionality, which significantly reduced administrative effort for processing carrier commissions.
2. Enhancing Client Stewardship for a Financial Services Firm
A financial services firm wanted to track the value of both proactive and reactive client service activities. ForgeXRM delivered a tailored Dynamics 365 CRM solution that included:
- Custom workflows and tracking for all client service interactions
- Internal stewardship reporting by client and advisor to measure engagement
- Client-facing annual reports highlighting the value and service provided throughout the year
This solution helped the firm demonstrate client value, strengthen relationships, and make service delivery more measurable.
3. Streamlining Sales Prospecting in the Trucking Industry
A service provider in the trucking industry needed a more consistent and visible sales prospecting process. ForgeXRM implemented a Microsoft Power Platform solution that:
- Automated the tracking of outbound calls and follow-up activities
- Delivered a proof of concept and blueprint for future CRM scalability
- Improved lead qualification and disqualification processes, increasing efficiency and pipeline visibility
Why Organizations Choose ForgeXRM + Microsoft
Our customers consistently experience the flexibility and impact of Microsoft Dynamics 365 and CRM solutions built upon the Microsoft Power Platform, streamlining business workflows and solving process challenges.
At ForgeXRM, we specialize in:
- Industry-leading CRM solutions for Insurance and Wealth Management
- Add-on solutions for Project Management and our configurable XRM Grid Control
- Empowering businesses to maximize their CRM investment with Microsoft Dynamics 365 and the Power Platform
We’ve been implementing CRM solutions for decades, and time after time, we help businesses achieve more with less effort.
Ready to Transform Your Business?
Contact ForgeXRM today to explore how Dynamics 365 + ForgeXRM can help your organization streamline operations, increase visibility, and accelerate growth.
By Ryan Plourde
www.forgexrm.com
