By upgrading to Dynamics CRM 2013, BGM TruNorth has been able to utilize more updated features and enhanced customizability – with the intuitive user interface and addition of business rules being particularly helpful. “Dynamics CRM 2013 is such a step forward in user interface and organization, our users had a minimal learning curve when making the 2011 to 2013 switch. One huge upside for us was business rules. This has enabled us to easily shape our user experience by supporting the learning curve and providing the users with the right information at the right time,” says Rekstad.
With HCLTech, the upgrade and migration was a smooth process for BGM TruNorth. “Our upgrade experience to 2013 with HCLTech was amazing. Their team was specialized and understood the upgrade process—we did not get caught up in somebody’s learning curve. Our upgrade came in at about half of our budget because no custom coding needed to be re-written. This saved us time and money,” Rekstad says.
From an industry standpoint, the Microsoft Dynamics CRM platform has been a major benefit by allowing BGM TruNorth to create a system fully customized to fit the wealth management industry. The organization can uniquely utilize the customization capabilities of Dynamics CRM to fit their business needs and it can replicate key equations created by their own employees to be used by the business as a whole.
“Financial Services is very unique in that it is an entirely math-based field. Dynamics CRM is a great resource because our industry is so equation-based and there is a lot we need our system to monitor and track for us. With the automation and customization capabilities of Dynamics CRM, we can input our own algorithms and it’s like we are putting the best financial minds directly into our CRM system. This is definitely an advantage for our industry as there is very little we can’t program into the Dynamics CRM system,” says Scampton.
With HCLTech and Microsoft Dynamics CRM, BGM TruNorth has a fully customizable system that is tailored to their business needs and can integrate existing tools and technologies—all at an affordable price. “Since Dynamics CRM is built on SQL it is really easy to integrate other tools. The architecture opens up a lot of doors for us to do low cost integrations,” says Scampton. “Dynamics CRM gave us the ability to create software we couldn’t buy anywhere else and would have been cost prohibitive to have created for us. Dynamics CRM is a cost effective solution that can be maintained and customized in-house—and we now have the software our business needs.”
“We’ve had a great experience working with the HCLTech team. We have the best person for the job when it comes down to it and we always feel like our goals and projects are accomplished,” adds Scampton.