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We Have Delivered to BDO a Central CRM Solution Improving Management of Key Business Activities

BDO, spol. s r. o.

We Have Delivered to BDO a Central CRM Solution Improving Management of Key Business Activities

Applied solutions
CRM Solutions

Introduction of the Customer

BDO Slovakia focuses on providing unified and integrated auditing, accounting, tax and advisory services. BDO represents an international network of companies providing high-end professional services. The BDO global network operates in 154 countries around the world with more than 1 400 offices and 63 400 employees. The Slovak team consists of 60 professional employees and partners.

“For our fast-growing company, it was absolutely necessary to implement an intelligent CRM solution. We are glad that we have decided for MS Dynamics 365, a scalable solution easily adaptable to our internal processes and containing various solutions. The new CRM system represents not only a tool for more effective client portfolio management, but also a tool for more efficient risk management.“
Peter Gunda
Managing Partner, BDO, spol. s r. o.

How we Helped the Customer?

We have delivered to BDO a central CRM system for management of business activities. The solution links data from Excel files and various applications previously used by BDO. The project was carried out within a very short period of time thanks to the agile project management methodology and maximum use of this out-of-the-box solution´s functionalities with the aim to eliminate difficult integrations and additional coding. The CRM solution has brought the following benefits:

  • Centralized system for company´s business activities management;
  • 360-degree view of customer data and communication history;
  • Effective tracking of the whole business process (from a lead, through business opportunities, to closing a deal);
  • Access to relevant data from anywhere and from any electronic device;
  • Elimination of business risks;
  • Creation of a more comprehensive reports in the future;
  • Generation of Excel reports without a need to manually enter the data;
  • Preparation of documents according to Word templates with automatically pre-filled data.

Important Facts

The project was managed by the agile methodology
The CRM solution is connected to Microsoft Office 365
The solution is stored in cloud

A Case Study Available to Download

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