The Solution
Executive Construction evaluated the licensing costs, integration capabilities and ease of implementation for several CRMs before selecting Microsoft Dynamics 365. The firm appreciated that Dynamics integrated naturally with day-to-day operations, and leaders were reassured by peer recommendations. Executive Construction selected Wipfli to lead the implementation and change management based on its deep experience in the construction industry and with CRM implementations. Wipfli integrated D365 with downstream systems, including Viewpoint Vista, to automate customer and project setup.