Hummingbird

Customer story

CRM consolidation for a global investment firm

Dynamics 365 as the single relationship platform, extended through multiple delivery pods.

The customer

A Fortune 500 company and top-20 global asset manager serving institutional and individual clients through a broad range of investment strategies.

The problem

Global relationship management was spread across tools that did not agree with each other.

What we built

We consolidated CRM capability onto Microsoft Dynamics 365 and continue to extend it through several concurrent delivery pods supporting relationship management and sales execution.

What changed

  • Relationship management on one platform
  • Multiple delivery pods extending capability
  • Global sales execution supported

Built with

  • Dynamics 365 Sales
  • Power Platform
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