Simon Roofing: Achieving Project Goals with Microsoft Dynamics 365 CE (CRM) | Sikich

Simon Roofing collaborated with Sikich to replace the company's legacy CRM with a modern cloud solution, Microsoft Dynamics 365. Explore the advantages of cloud technology for a fully remote workforce. Hear first-hand how automation improvements have optimized operations for Simon Roofing. Get insights into the company's integration process, from a comprehensive project assessment to a successful partnership with Sikich. See how Dynamics 365 transformed their business, enabling Simon Roofing to stay within budget and on schedule.

In partnership with Sikich, Simon Roofing replaced its legacy CRM solution with Microsoft Dynamics 365 Customer Service, Field Service, and Sales.

0:00 Who is Simon Roofing
0:40 Remote work with Dynamics 365
1:51 Automating routine tasks
2:18 Main business goal
2:30 Partnering with Sikich

"Working out of all these years with different consulting firms and consultants, Sikich to me is one of the better ones I’ve worked with, actually one of the top-notch because they came in what they said they were going to do. They delivered. Their professionalism was absolute. You couldn't ask for anybody better. They knew and understood their product and was able to correlate it back to the Simon needs." - Kevin Rast, Chief Information Officer, Simon Roofing

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