Global public services provider Serco was struggling with a CRM system that no longer met the needs of its users.
The organisation was looking at future growth strategy and realised that its Salesforce CRM platform was not going to meet the needs of its IT strategy going forward.
Serco chose to switch to Microsoft Dynamics 365. It selected Fullscope as its partner to help to implement the platform because of its blend of IT support and technical development, and the business-led work streams. Fullscope had a well-defined Salesforce switching methodology and could work to a tight timeframe.
Katy Bassett, Sales Operations and Enablement Director for the UK and Europe, says: “One of the really super things that really underpinned Fullscope’s method, was the fairly relentless approach, at times, but very detailed workshop and facilitator sessions that Fullscope provided to really get under the skin and get into the detail very quickly about what was required and not required as a business. That approach was key for us.”
The project was completed on time and on budget.
Katy Bassett says: “We did this between 12 and 13 weeks, which for an organisation of the scale and size of Serco is quite incredible.”
If you would like to learn more about how Fullscope helped Serco to switch from Salesforce to Microsoft Dynamics 365, download the case study here.