Case Study: CBI Group

With its CRM system integrated with its project management and high user adoption, CBI Group is gaining greater visibility into how the business is performing.

Problem:

  • Allow employees to share and collaborate from remote locations
  • Ensure data security by housing customer data within company firewall
  • Integrate account management and project management to better manage client engagements

Solution:

  • Project management and account management integrated into a single application provides greater insight into customer engagements
  • Strong reporting capabilities driven by customer data inform executive decisions
  • Better control of customer information and data security

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