A rapidly growing Arizona-based startup provides rental housing for single families across the United States. After performing an internal Active Directory and Exchange cleanup, the client engaged Catapult Systems for an Office 365 implementation with Exchange Online and Lync Online.

The client also needed an application to manage workflows and keep centralized records of which customers were looking at what homes, completing assessments of the homes, and taking photos of the properties. Initially the company was impressed with Salesforce’s offering, until the Catapult team came in and presented Dynamics CRM Online, emphasizing the powerful functionality and cost-effectiveness of Microsoft’s product. Catapult implemented CRM Online to automate and centralize property tracking and associated document management, integrating with the client’s accounting systems for task management and with SharePoint for document management. Next, Catapult will be implementing SharePoint online as a way to store some of the documents and photos from this CRM project.

Equipped with the Microsoft CRM stack, optimized through integration with Office 365, the client can now easily manage their customers’ interests and better serve them with increased efficiency.