Customer Dynamics and Haycock Petroleum

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Early customer relationship management (CRM) software wasn't as user friendly as current market leaders like Microsoft Dynamics CRM. Haycock Petroleum had an old-school CRM in place, but the field sales team didn't see the value, and buy-in was limited.

Customer Dynamics was one of three companies that presented a demo to Haycock Petroleum, and Haycock chose Customer Dynamics to implement Microsoft Dynamics CRM. "We really liked how it was tied right into Microsoft Outlook," explains Steve Paskett, general manager of Haycock Petroleum. "It made navigation between the two much more point and click -- which is what really drew us to the package."

Customer Dynamics conducted comprehensive user training and implemented a custom tailored installation of MS Dynamics CRM. The installation took into account not only the needs of the company for a CRM that could turbocharge their marketing and customer service, but also the fact that most members of the Haycock team were power users of Microsoft Outlook.

"We basically went through training and then took it and ran with it," says Paskett. "We'd pushed hard with the previous package -- but it never really went anywhere."

With 17 licensed users of Microsoft Dynamics CRM at Haycock Petroleum, the CRM provides support for sales lead qualifications, marketing campaigns, and sales forecasts and tracking. Paskett appreciates the robust reporting capabilities of MS Dynamics CRM. By providing critical information in the forms that support each user's job functions, MS Dynamics CRM keeps everyone in sync without causing anyone to feel overwhelmed by data that they don't need.

The best CRM is always the one the company will use. With training and customization, MS Dynamics CRM became the perfect CRM for Haycock Petroleum.