New Street Research: Optimized Client Tracking and Management
Company Size
11-200
Region
- America
- Europe
Country
- United Kingdom
- United States
Product
- Microsoft Dynamics 365 for Sales
- ClickDimensions
Tech Stack
- Microsoft Dynamics 365
- ClickDimensions
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries
- Finance & Insurance
- Telecommunications
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- Software Design & Engineering Services
- System Integration
About The Customer
New Street Research is the premiere independent research boutique focused on the Telecommunications and Technology sectors globally. They partner with the world’s leading investment institutions to bring them unique insights and ideas that will guide their investment decisions.\n\nNew Street Research was established in 2003 with a focus on the Communications Services Sector (Telecommunications, Cable, Satellite and Telecommunications Infrastructure companies) and Technology Infrastructure (IT Hardware, Semiconductor, Semiconductor Capital Equipment and Communications Equipment companies).
The Challenge
Client Targeting and Reporting: Research analysts at New Street Research are in charge of maintaining their own client bases, and notifying them via email newsletters when important industry information is released. A typical newsletter could contain hundreds of HTML links to articles, reports and other information. When this London-based company set up its U.S. research group, new users wanted to leverage current CRM technology to implement a state-of-the-art approach.\n\n• Manual research distribution provided no way to track results or provide metrics\n• Legacy CRM system made it difficult to search, build lists or target information to specific clients’ interests\n• Compliance with U.S. anti-SPAM laws was a must
The Solution
System Automation & Database Development: Based on the results of an initial assessment and investigation into New Street’s pain points, Velosio implemented a guided trial of an automated, web-based solution. Project implementation went smoothly as the Velosio project team skillfully navigated the time and geographical challenges of working with stakeholders located in the U.K. and the United States.\n\nVelosio Provided:\n• Professional analytical services\n• Customized implementation of Microsoft Dynamics 365 for Sales\n• Implementation of ClickDimensions, an email marketing and marketing automation system for Microsoft Dynamics 365 for Sales\n• Technical support: migrating data from the legacy CRM system, transferring Microsoft Outlook contacts into ClickDimensions and building reports
Operational Impact
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