Microsoft Dynamics CRM
In today’s information-driven economy, many companies are buried in customer data and content. Success requires the ability to locate and transform information into clear knowledge, respond quickly to changing customer needs and preferences and enhance collaboration.
Microsoft Dynamics CRM is a customer relationship management solution that provides the tools necessary to create and easily maintain valuable information, from first contact through purchase and post-sales service. Help increase customer loyalty by identifying your best, most profitable clients and targeting cost-effective promotions and marketing efforts towards them.
Microsoft CRM works for your business and gives you the freedom to meet business needs. Give your employees the capability to manage records with specific modules for sales, marketing and customer service.
Dynamics CRM & SharePoint
SharePoint is a document management solution from Microsoft that allows employees to collaborate on documents. Dynamics CRM now supports integration with SharePoint to help customer-facing employees create, upload, view and delete documents on a SharePoint server. Using SharePoint, you can provide reporting solutions based on Microsoft Dynamics CRM data to help management make decisions.
In addition, BKD Technologies’ Support Center offers dedicated help desk and remote screen-sharing support for Dynamics CRM clients.
“BKD provided us with a CRM solution and great support after installation. Microsoft Dynamics CRM has been easy to work with and helps us track everything from our leads to clients, pipeline management, campaigns and dashboards—and has helped us better manage workflow.”
— M. Jewett,
Kansas City, Missouri
“BKD has been my CPA firm since I first started my business in 1989. As we have grown to the fifth largest union fire sprinkler contractor in the United States, with four offices in the Midwest, I have relied on BKD to advise me on how best to manage my balance sheet and to provide guidance on how to continue being profitable.
In addition, BKD continues to provide me with solid team members. In particular, my current BKD partner is someone I would consider a mentor to me in the construction field. Certainly, I appreciate his guidance, but I also find him to be very accessible and highly responsive.
Over the years, I have surrounded myself with a strong team of advisors, including my bank, my bonding company, my insurance company and, of course, BKD as my CPA firm. There is much synergy between these four firms as they each trust the other because of the credibility and reputation they have built in their individual marketplaces.
I honestly believe Dalmatian Fire would not have been as successful without BKD and the strong, construction industry focused partners and managers who are part of our team.”
— Mr. Richard Ackley,
Dalmatian Fire, Inc.
“We are a heavy highway construction firm that is owned by one of the largest ESOP companies in North America. As such, we need access to specific expertise in two of the more highly specialized areas. With BKD, we have a single source for both areas. BKD provides us in-depth knowledge of the construction industry and also provides support, insight and guidance from the ESOP perspective. BKD’s expertise is highlighted by their knowledgeable, realistic and accessible staff. We are pleased to have BKD as one of our business partners.”
— Rod England,
Chief Executive Officer
Scotty ’s Contracting & Stone, LLC
Bowling Green, Kentucky
“As an employee owned specialty contractor, we know the importance of understanding and responding to the unique needs of our customers. BKD has taken the time to learn our company and our business, and provides us with the expertise and personal attention that gives added value to their core services. Their knowledge and experience of ESOPs as well as the construction industry provides us with realistic approaches to complicated problems.”
— Dan Hefferon,
Vice President & Chief Financial Officer
Performance Contracting Group
“We use BKD because of their expertise, knowledge and resources in the construction industry. We utilize their advisors for a variety of accounting and management issues and are pleased with their proactive ideas and recommendations on growth and profitability.
We use BKD for a variety of accounting and management issues and are pleased with their proactive ideas and recommendations on growth and profitability.”
— Ann Van Portfliet,
Brannan Sand & Gravel Co., LLC