DMB Financial’s revenue growth improves by 50% with new CRM

I.B.I.S., Inc., a Microsoft Gold Certified Partner and DMB Financial, LLC announced the selection and integration of Microsoft Dynamics CRM for the purpose of automating DMB’s marketing and sales.

Previously DMB Financial had difficulties managing its day-to-day operations while keeping up with a boost in business because they were using outdated systems and methods. According to Daniel Kwiatek, Chief Operating Officer for DMB, "Our operations were very inefficient and became increasingly difficult to manage from one day to the next as our business continued to grow."

"Additionally, we had no visibility into our sales pipeline and forecasting was nearly impossible. It became apparent that unless we improved our operational efficiencies, we would not be able to provide the level of service that our ever-growing nation-wide clientele expected from us. Following the installation of Microsoft’s Dynamics CRM, we realized an immediate improvement in our telesales, leads tracking, and management reporting operations." The implementation of Dynamics CRM has saved the DMB costs which were used to compile leads that eventually could not be put to effective use. When trying to use the leads it invariably involved using Excel spreadsheets which were often executed by manual means.

After just one month of partnering with Dynamics CRM, DMB realized a 30% increase in revenues, which improved to 50% in the next six months. Credit is entirely Dynamics CRM’s. According to management the marriage is responsible for a 100% increase in the number of leads identified and tracked by DMB.

Go to: DMB posts growth