EMSI CRM Implementation Case Study Now Live!

In late April, Pariveda Solutions was recognized by Microsoft and our client Examination Management Services Inc. (EMSI) for a successful Microsoft CRM implementation. EMSI was an early adopter of CRM Online in late 2008 implementing CRM to replace ACT! for a group of insurance brokerage sales professionals. Due to the success of that deployment, we assisted the investigative services group at EMSI called ICS Merrill migrate from Goldmine CRM onto Microsoft CRM. To integrate seamlessly with EMSI back-end systems, we migrated CRM Online to an On Premise environment. Since the code bases between CRM platforms are identical, the migration from the Microsoft to EMSI data center was a seamless move to the EMSI sales users.


Since the implementation, the benefits which EMSI has received include:

• More proactive sales operations

• Reduction in manual reporting for sales professionals

• Flexibility to accommodate changing business needs

• 360 view of customer information across systems for company wide insight

You can read the complete case study at Pariveda’s website by clicking here