Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

Contact us to discuss your customization needs, training and support are included. 1-800-254-9715 contact phase2CONTACT FORMContact Phase2

Microsoft Project

Microsoft CRM Case Studies


Cold Stone Creamery Uses CRM to Connect with Customers, runs their popular Birthday Club. DOWNLOAD THE PDF

Many of the heavy equipment dealers that advertise in publications such as Sandhills' Machinery Trader have only a few salespeople. They often have very basic lead tracking systems, some consisting of little more than scraps of paper with scribbled names, phone numbers, and equipment descriptions. DOWNLOAD THE PDF


Guardian Management LLC had a clear vision for its business: shift its emphasis from real estate management to real estate investment, expand throughout more of the western United States, and do so without adding employees. But Guardian?s technology infrastructure didn't support these goals. So, the company embarked on a comprehensive infrastructure optimization. DOWNLOAD THE PDF

Jones Lang LaSalle (JLL) is one of the world's largest and most diverse real estate services and money management firms. With more than 22,000 employees in 160 offices worldwide, JLL required a scalable, secure, enterprise_wide customer relationship management (CRM) system to efficiently share customer information across geographical and organizational boundaries. DOWNLOAD THE PDF