Accountancy and Business Advisory Firm, BDO, Improves Client Service with Microsoft Dynamics 365

Published September 11 2018 by Natasha Spurr
Back to insights

By implementing Microsoft Dynamics 365, BDO was able to scale their business while delivering a consistent level of client service. 

BDO is a global accountancy and business advisory firm with activity in 154 countries and 64,500 people working out of 1,400 offices worldwide. The firm's UK arm has a staff of 3,500 and provides tax, audit and assurance, advisory, and business outsourcing services to companies across all sectors of the economy. 

Goals for Implementing Dynamics 365

BDO decided to move forward with a CRM initiative as their BDO Drive solution - which provides outsourced accountancy services - was growing quickly which led to challenges with continuing to provide the same level of customer service. They needed a system to manage the full client life cycle and provide resources for better project planning. 

Top Business Outcomes

While working with Fullscope, BDO determined that the key business outcomes they wanted to achieve with CRM included:

1. Improve operation efficiencies

2. Provide visibility of client information

3. Generate opportunities from existing clients. 

To learn more about BDO and how they have been able to improve their customer service with Fullscope and Dynamics 365, read the full success story HERE.

Natasha is an experienced CRM professional with a unique ability to work across both marketing and sales functions. As CRM Marketing Manager at Edgewater Fullscope, Natasha has helped the organization to achieve multiple global partner awards and leadership status across the UK and beyond.

Contact us