Prior to the Wave 1 2020 release, the allocation of charges capability was available only on the Purchasing side of F&O processes. In this blog, we’ll review the Current State process and share some exciting news about Future State process.
PowerObjects partnered with The Center for Creative Leadership to implement Microsoft Dynamics 365 for Sales to better align their sales and marketing efforts. Learn more about CCL’s story and discover how they found success with Dynamics 365.
The Center for Creative Leadership (CCL®) is a top-ranked, global provider of leadership development. By leveraging the power of leadership to drive results that matter most to clients, CCL transforms individual leaders, teams, organizations and society.
CCL derives funding primarily from tuition; product sales and publications; royalties; and fees for services. In addition, CCL seeks grants and donations from corporations, foundations, and individuals in support of their educational mission to advance the understanding, practice, and development of leadership for the benefit of society worldwide. Through this funding, CCL annually serves more than 30,000 individuals and 2,000 organizations including more than 80 Fortune 100 companies across the public, private, nonprofit, and education sectors.
As the organization continues to grow CCL needed a unified platform that could scale with their organization and allow their sales and marketing teams to work more efficiently. With the help of Dynamics 365 for Sales, PowerObjects’ very own PowerPack Add-Ons and the Stack of Microsoft Applications, CCL was not only able to build a better process of tracking leads, but gained additional insight behind the data, helping them produce more qualified leads.
“I can't imagine embarking on this integration without PowerObjects as our partner,” stated Jennifer Bradley, Manager of Global Marketing Operations at CCL. “Because they understand us, they understand Dynamics, and they have experience with all our other systems as well, I am really excited about the prospect of what that's going to bring to our organization.”
As a member of our PowerSuccess program, CCL has access to a dedicated CRM admin to assist in planning and supporting a long- term plan for success. Their PowerSuccess engineer worked with the CCL team from the beginning to understand the business needs specific to their organization and helped create a road map to ensure they got the most out of their Dynamics 365 for Sales implementation.
One of the many benefits of being a member of PowerSuccess is to access to our entire library of PowerPack Add-Ons at no cost. From PowerAutoNumber to PowerGrid and most recently PowerWebForm, CCL leverages many of our add-ons to further enhance the functionality in their CRM.
Read the entire CCL Customer Success Story now!
Happy Dynamics 365’ing!