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What People Are Saying

I highly recommend Jerry and his team at CRM Innovation. Jerry and his team helped us to implement a new Donor Relationship database that replaced our outdated Access Database while adding numerous new features that will transform our way of doing business. They came in on-time and under budget. Jerry is a joy to work with. He always responds quickly to service and support requests with clear communications, creative ideas, and and a smile.

Jerry and his team at CRM Innovation helped us to completely change the conversation around CRM. As they migrated us from Microsoft Dynamics CRM 2016 On-premise to Dynamics 365 CRM Online, Jerry provided our sales team with additional tools to better fit their needs and CRM became a useful tool rather than a form of Big Brother. Thank you Jerry and team!

I would highly recommend Jerry and his team at CRM Innovation. They have helped us in the difficult expansion of an existing CRM implementation to accommodate the needs of our international non-profit organization.

Jerry’s knowledge and experience with Dynamics CRM has been particularly valuable into the planning phase, where he was very good at educating us about the best practices. 6 months after the launch, we have in our hand a great product that we are confident we'll be able to add features to when the time will come, thanks to Jerry.

Jerry and his company helped us with during the CRM migration:

  • Migrating our customized solution several versions, from MS Dynamics 2011 on premise to CRM Online in one go-live
  • Migrating large volumes of only pertinent data based on our specific client needs:
  • Created & executed the plan for how to handle records owned by de-activated users on-premise to minimize licensing costs Online
  • How to handle aging records for each record type
  • Took a “two step” migration approach which allowed thorough review, adjustments & no surprises prior to final migration, and lower volumes to handle during final migration
  • Set-up Kingsway integration handling patron data from our Oracle Replicated Database to CRM Online on an automated schedule
  • Exceptional error handling addressing many parent/child database relationships
  • Added Project Management and constant communication
  • Making the daily workload and decision making manageable by small number of internal personal
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