
Frank Lee, President of
Workopia, Inc. awarded
Microsoft CRM MVP - Most
Valuable Professional -
only 22 in the world
Workopia quoted in Inside CRM article on
5 Steps for Small Businesses to Get Started with Hosted CRM

Microsoft CRM
Tips for Smaller Businesses on Microsoft CRM Team Blog

Workopia quoted in
The Channel Pro article on
Easing SMBs into CRM

Workopia quoted in Inside CRM article on
How Effective is Your Hosted-CRM Provider?

Workopia quoted in CRN
article on
Microsoft SaaS, CRM

Workopia quoted in Inside CRM article on
Is Titan Right for Your Small Business?

Workopia quoted in CRN
article
on Microsoft CRM Live
On-Demand Marketplace

Workopia quoted in
TMCNet article on Microsoft CRM service for
small businesses nationwide

Workopia quoted in
Search CRM article on Microsoft CRM 3.0 as well as one of our
Microsoft CRM 3.0 showcase customers - Euphonix, Inc.

"You guys rock!"
- John Parnell
Parnell Pharmaceuticals, Inc.
San Rafael, CA

Only
18 Microsoft
CRM 3.0 Showcase customers in the world, Workopia helped two
"Go Live"

Workopia quoted in CRN
article
on Microsoft CRM Live
SaaS

Workopia Small Business
Microsoft CRM 3.0
Showcase Study
for
RightNow Business System

Workopia Medium Business
Microsoft CRM 3.0
Showcase Study
for
Euphonix, Inc.

"One of the best investments we
have made. Thanks again!!!"
- David Hernandez
Trifecta Communications
Orlando, FL

"Thanks again for the quick response and
excellent support. You guys rock!!!"
- Aram Sarkissian
Accurel Systems
Sunnyvale,
CA

Workopia quoted in CRN
article
on Microsoft CRM Live
Software As A Service

CRM Magazine's
Web Event: with Workopia customer - Euphonix, Inc. on their
Microsoft CRM 3.0 experience

Workopia quoted in
The Channel
Wire
article
on Windows Live

Blog:
Workopia Microsoft
Dynamics CRM Blog
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Microsoft Dynamics CRM Case Studies
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Microsoft Dynamics
CRM is a Perfect Prescription for Healing Productivity Ills for
Healthcare Systems & Technologies (HST)
HST develops and markets clinical and financial management
software applications for the healthcare industry in the United
States. The creation of in-house applications resulted in
separate data silos for sales, marketing, finance, and
operations. As the company grew, this led to operational
inefficiencies that hampered interdepartmental communication and
employee productivity. Managers evaluated six CRM solution
alternatives and chose to deploy the Microsoft Dynamics CRM
on-premise solution for marketing, sales, and customer service
users. It met their criteria for a single data repository of
customer information, Office Outlook integration, ease-of-use,
and tools to enhance productivity.

Lafayette, CA
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High-End Real
Estate Company JBMRA Puts Mobile Brokers in Prime Position to
Increase Sales - with Microsoft Dynamics CRM Online
JBMRA - Sperry Van Ness Institutional specializes in the
marketing of high-end real estate properties in the Unites
States. Sales depend upon the ability of brokers and agents to
promote these properties and work knowledgeably with prospective
buyers. As properties become available, agents and brokers
accessed the firm’s Office Outlook public folders and records
kept in Office Excel spreadsheets. “Our legacy systems had a
ridiculous amount of contacts and data,” says Derrick Dike,
director of information technology services at JBMRA. “Our
data was a corruption waiting to happen, and I knew we needed to
migrate to an effective long-term CRM solution.”

Tampa,
FL
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Total
Structures, Inc. Gets Support from Microsoft Dynamics CRM Online
to Enhance Sales Force Productivity When major event
organizers require a structure to support the lighting, staging,
and PA equipment necessary to make their show a success, they
come to Total Structures. The firm’s salespeople must possess a
high degree of technical ability to map out what can be done.
Managing the sales and delivery of services using Microsoft
Office Excel spreadsheets and e-mail alone wasn’t sustainable
for them. “We have a long sales and fulfillment cycle,” explains
Adrian Forbes-Black, vice president for Total Structures “In
order to keep tabs on prospects and shepherd opportunities to
closing, our techie salespeople need a CRM tool to guide them
through the sales process.”
Ventura, CA
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Euphonix - Easy-to-Use, Fast Customer Management System Connects
Global Electronics Manufacturer
When managing a lengthy sales cycle, maintaining and having
access to detailed account records can define the success of the
sale. For electronics manufacturer Euphonix, an outdated
customer relationship management (CRM) system provided
less-than-adequate support to its global sales force and made it
difficult to keep accurate, up-to-date sales records.
Consequently, the company teamed with Microsoft® Certified
Business Solutions Partner Workopia and rolled out Microsoft
Dynamics™ CRM to 50 employees across the company. Today,
Euphonix is excited about the robust system that connects
employees around the world to a single source of customer
information and provides instantaneous data synchronizations.
Now, its remote employees have quick access to the data they
need stay productive and close deals. In addition, the company
now has a user-friendly CRM solution its employees want to use.
Palo
Alto, CA
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Accium
Biosciences Finds Perfect Formula to Increase Customer
Satisfaction and Reduce Time to Market with Microsoft Dynamics
CRM
It takes about 12 years and $1 billion to develop, test, and
bring a new drug to market. Reducing that time means saving
millions for Accium BioSciences’ pharmaceutical customers.
The company uses its expertise to speed the clinical trials
process. But manual processes, such as keeping track of
information in spreadsheets and on notes, made reaching
prospects and managing a pipeline difficult. “In order for us to
be successful in our sales, marketing, and service efforts, we
had to go to an integrated system,” says Michael Chansler, vice
president of business development. “One that would provide a
central repository of information on our clients and their
projects as well as provide workflows to automate and codify our
processes.”

Seattle,
WA
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RightNow Business Development Systems - Consultant Company
Empowers Sales Leadership with Superior Business Processes
When RightNow Business Development Systems experienced
rapid revenue growth and increasing sales volumes resulting from
its successful sales training and process consulting business,
it needed a better solution to manage its own sales, marketing,
and client relationships. Consultants and managers required a
better way to work with larger numbers of clients, consistently
track the process of converting leads to sales, and assess the
results of sales and marketing campaigns. A trial of a hosted
Salesforce.com solution offered RightNow neither the flexibility
nor the cost-efficiency it sought. Teaming with Microsoft®
Certified Business Solutions Partner Workopia, RightNow
implemented Microsoft Dynamics™ CRM 3.0 software with strong
results and at the right cost. Today, the company generates more
new business than ever before and assists its many clients with
outstanding service quality.
Walnut
Creek, CA
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Workopia selected for Microsoft CRM partner success story
When Workopia executives wanted to better address the customer
relationship management (CRM) needs of smaller businesses, they
turned to the Microsoft® Partner Program and Microsoft Dynamics™
CRM. Workopia took advantage of technical, strategic, sales, and
marketing support from Microsoft to establish its new business
model. As a result, Workopia has experienced 200 percent annual
growth and revenues are expected to increase by even larger
percentages in the coming years.
San
Francisco, CA
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Customer Testimonials
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"We have had the pleasure to work with
Workopia on two Microsoft Dynamics™ CRM installations, an
initial installation and an upgrade. The level of
dedication and attention to detail by Frank and his team have
been exceptional. Workopia is a top-tier consulting partner."
- Jeffrey Tangney, EVP Sales & Marketing, Epocrates, Inc.
San Mateo, CA

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"Microsoft Dynamics™ CRM is not a core
competence for our usual IT so we are happy Workopia was
available to guide us through it remotely."
- Richard Ramsay, CTO, Homes & Land Affiliates, LLC
Tallahassee, FL

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"I really appreciate Workopia's
interactive and collaborative style. Workopia brings great
Microsoft Dynamics™ CRM expertise and seeks to add value to our
company at both a technical and process level."
- Jeff Thompson, Senior Manager IT, ISE Labs, Inc.
Fremont, CA

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"Workopia’s assistance in setting up our
critical Microsoft Dynamics™ CRM was top notch, plus their
referrals to other vendors were invaluable. Working with
them remotely was more productive than working with some of my
local vendors!"
- Jonathan Blitt, CEO, Aztec Software.
Springfield, NJ

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"Our experience with Workopia has been,
and continues to be, awesome. The training was extremely helpful
and we were able to define the training parameters as they
suited our business needs and knowledge level. Microsoft
Dynamics™ CRM is highly configurable and user intuitive."
- Karlene Ochoa, VP Operations, Healthcare Systems Technologies
Lafayette, CA

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"Image Technologies was looking for a
technology platform that would integrate the various members of
our national sales forces’ activities and then leverage that
information as a strategic asset for the company.
Microsoft Dynamics™ CRM gives us the ability to deploy our sales
and marketing resources at the kinds of companies that most
often purchase our services, as well as provide a snap-shot of our sales pipeline. Workopia and specifically,
Frank Lee have given our company the "jump start” we needed to
rapidly implement Microsoft CRM and are our day-to-day partners
as we find new ways to maximize the efforts of our sales team.
We wholeheartedly recommend Workopia for any company wanted to
seek a strategic advantage in the marketplace."
- Thomas Cooke, VP, Sales, Image Technologies Corporation
St. Louis, MO

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Microsoft
Dynamics CRM 4.0 Evaluation Online Access 24x7

Sign-up for our online Microsoft Dynamics CRM 4.0 evaluation
environment sessions. Evaluate the latest version of
Microsoft Dynamics CRM at your own pace without any setup or
demo download (see Microsoft Dynamics
CRM Outlook
and Web Client in action). "Try before you buy"
Contact us for details
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Are you looking for experienced Microsoft CRM consultants?
If you are looking for some expert Microsoft CRM help - contact us to talk to our Microsoft
CRM specialists. We offer
onsite or
remote help assistance to your Microsoft
CRM needs. Free Microsoft CRM assessment.
Contact us for details
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Microsoft Dynamics
CRM
Microsoft Dynamics CRM is a complete customer relationship management
solution that provides all of the tools and capabilities needed to
create and easily maintain a clear picture of customers from first
contact through purchase and post-sales. With modules for
sales, marketing, and customer service, Microsoft CRM delivers a
fast, flexible, and affordable solution that drives consistent,
measurable improvements in every business process, enables closer
relationships with customers, and helps your company achieve new
levels of profitability.
Workopia, Inc. is the
premier Microsoft
Dynamics CRM certified specialist serving
small medium size businesses
nationwide.


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