A tool for both Sales & Marketing!
Norron Asset Management is a Nordic asset manager with offices in Stockholm and Oslo. The company manages seven different funds with a focus on the Nordic capital markets.
NORRON ASSET MANAGEMENT
Asset management
For a long time, Norron felt limitations with their old CRM system, which did not meet their changing needs for increased control, monitoring and reporting and data and activities, the solution was to switch to Dynamics 365 Sales Professional, a modular CRM that is integrated with their existing Microsoft environment.
Requirements for increased control, monitoring and reporting of data and activities, made them feel limited with the old CRM system that did not meet their changing needs.
The solution was to switch to Dynamics Sales Professional, a modular CRM system that is integrated with their existing Microsoft environment.
– Now we have all the information in one place, one system for Sales and Marketing, customer information, company information, sustainability information, where everyone in the company knows where the information is and makes it easier to report and facilitates our daily work, says Elin Wainwright, Communication and Sustainability Manager at Norron Asset Management.
Since the implementation of Dynamics 365, they can now gather all information such as customer, company, and sustainability information in one place. They can also send targeted marketing messages and easily create events in the Marketing section, to all their customers who they can easily reach from the Sales section. Since Teams, Outlook and SharePoint are a big part of Norron’s daily work, it felt like a natural step to switch to Sales Professional, which has integration to all Microsoft applications. So you can add information about customers in the CRM system or new leads already from your Outlook application. Everyone in the company now knows where to find information, which has helped to make it easier to create reports, which facilitates the daily work.
Challenge
Requirements for increased control, monitoring and reporting of data and activities, made them feel limited with the old CRM system that did not meet their changing needs.
Solution
The solution was to switch to Dynamics Sales Professional, a modular CRM system that is integrated with their existing Microsoft environment.
Outcome
A system for Sales & Marketing: As Sales Professional is a modular CRM system, you choose the area of use based on the needs of the business. Norron needed to be able to collect customer, company and sustainability information as well as send targeted marketing mailings.
Integration with Microsoft apps: Since Teams, SharePoint and Outlook are a big part of Norron’s daily work, it seemed like a natural step to switch to Sales Professional, which has integration to Teams, SharePoint and Outlook and several other Microsoft applications.
Consolidated information: Everyone in the company now knows where to find information, which has helped to make it easier to create reports, which facilitates daily work.
– Now we have all the information in one place, one system for Sales and Marketing, customer information, company information, sustainability information, where everyone in the company knows where the information is and makes it easier to report and facilitates our daily work, says Elin Wainwright, Communication and Sustainability Manager at Norron Asset Management.
