Customer Success story: Plante Moran

“Working closely with our clients and understanding their needs allows us to provide the best possible service.”

Plante Moran knows what it takes to accurately monitor client needs: a consistent investment in CRM.

Plante Moran leads as the nation's 13th largest certified public accounting and business advisory firm, with a staff of more than 2,000 professionals in 22 offices around the world. What differentiates Plante Moran from their competition? A sincere focus on people; both their clients and their staff. With a Microsoft Dynamics CRM solution, Plante Moran can better serve their people.

Plante Moran Project Fast Facts:

  • Industry: Accounting 
  • # of Employees: 2000 
  • # of Users in Deployment: 1500 
  • Platform: Microsoft Dynamics CRM 

The Challenge:

  • Longtime users of CRM, Plante Moran outgrew CRM 4.0 (their initial implementation) and wanted better functionality to get the most out of this tool. 
  • Marketing team needed to be able to effectively manage leads from events and campaigns. 
  • Plante Moran’s complex financial advisory workflows and processes required a way to be centrally managed.

The Solution:

  • Upgrade from CRM 4.0 to Microsoft Dynamics CRM 2011 (we've since helped them upgrade to Microsoft Dynamics 2015)

The Result:

  • Plante Moran’s CRM upgrade provides their marketing team with the functionality they need to track all direct mail campaigns, event, and tradeshow leads. 
  • The upgrade incorporated automated workflows, including lead qualification and approval processes, to help the marketing team share targeted content with the correct contacts. 
  • With built-in duplicate detection, data quality has greatly improved.