As their legacy Dynamics system approached end of life/support, Martin Currie Investment Management Ltd required a new CRM system to support their global Sales, Marketing and Business Development front office, who operate in disparate time zones. The project was deployed in two phases.
- Migrate and upgrade to dynamics 365 for Customer Engagement
- Implement and integrate Dynamics 365 for Marketing
Stability, maximised efficiencies and a simple UX were key requirements, as well as the ability to augment existing systems and provide teams with a single customer view. The project sought to future proof digital infrastructure and processes and end reliance on a single system, available 24 hours a day, 365 days a year in all time zones.