Public Affairs Leader Gains Instant Insight into Projects, Revenue with Cloud Software
公司规模
200-1,000
地区
- America
国家
- United States
产品
- Dynamics 365 for Project Service Automation
- Dynamics 365 for Sales
- FastTrack for Dynamics 365
- Power BI
技术栈
- Microsoft Dynamics 365
- Power BI
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Digital Expertise
- Productivity Improvements
技术
- 应用基础设施与中间件 - 数据可视化
- 功能应用 - 企业资源规划系统 (ERP)
- 平台即服务 (PaaS) - 应用开发平台
适用行业
- Professional Service
适用功能
- 商业运营
- 销售与市场营销
用例
- 补货预测
- 远程协作
服务
- 系统集成
- 培训
关于客户
Global Strategy Group (GSG) is a highly regarded research and public affairs firm based in the United States. The company is known for helping US companies, politicians, and institutions understand public opinion and communicate more effectively. GSG has a diverse client base that includes Fortune 100 companies, political leaders, associations, and nonprofits. The firm has been instrumental in helping high-profile clients like New York City Mayor Bill de Blasio and Chicago Mayor Rahm Emanuel get elected. GSG also works with institutions such as the University of Pennsylvania, Major League Soccer, and Google to devise communication strategies and mitigate bad press. Headquartered in New York City, GSG operates five additional offices across the United States and employs 85 people.
挑战
Despite its successful track record with clients, GSG struggled to get a real-time understanding of its own business operations. The company had no dedicated salespeople, and senior VPs were responsible for both selling and delivering work, making it difficult to disentangle forecast sales from work in progress. This issue was particularly problematic during year-end budgeting and forecasting. GSG had been using Salesforce since 2008 to manage sales deals, but Salesforce lacked out-of-the-box project service automation capabilities, such as billing and time and expense tracking. Employees had to manually copy and paste Salesforce data into spreadsheets to generate reports, which was inefficient and error-prone. Additionally, Salesforce announced a price increase, which further diminished its value proposition for GSG.
解决方案
GSG decided to switch from Salesforce to Microsoft Dynamics 365 to address its operational challenges. After an exhaustive evaluation of 13 different sales management, customer relationship management, and enterprise resource planning solutions, GSG chose Dynamics 365 for its comprehensive features and lower cost. The company initially licensed Dynamics 365 for Sales and Dynamics 365 for Project Service Automation, with plans to roll out additional Dynamics 365 applications in the future. Dynamics 365 for Project Service Automation is a holistic solution that helps billable project-based organizations manage all aspects of client-facing activities, from sales through project staffing, project delivery, and invoicing. GSG engaged Microsoft Partner Velosio to handle the implementation and train employees. Velosio also connected GSG to the Microsoft FastTrack for Dynamics 365 program, which provided implementation best practices and technical assistance. This comprehensive approach ensured a smooth transition and effective utilization of the new system.
运营影响
数量效益
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