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OneDigital on How Microsoft Dynamics 365 Positions the Company for Streamlined Customer Experience

With rapid growth comes great responsibility – especially when it comes to data maintenance for a seamless customer experience.

It’s no secret that over the last four years, OneDigital has experienced exponential growth, more than tripling in size and serving an even more diverse mix of customers as they navigate the world of benefits, retirement and wealth, HR, wellbeing and more.

Although the growth trajectory is exceptional, it comes with a set of challenges unique to delivering value to an expanding customer base. One of those challenges was tracking and maintaining each customer journey in this complex environment to provide a seamless experience for employers and their workforce. OneDigital’s Chief Information Officer Greg Blair was behind the adoption of Microsoft Dynamics 365 Sales and Dynamics 365 Customer Service that would move its customer engagement platform to the cloud and streamline the customer journey.

In a recent case study published by Microsoft, "Insurance broker streamlines customer engagement, manages rapid growth with Dynamics 365," Greg highlights recent successes utilizing the platforms and plans to incorporate Dynamics 365 Marketing next as it offers an agile, highly configurable environment that still includes great features out of the box.

We’re building one company on one platform, which helps unify our employees and customers. With Dynamics 365, we improved transparency on the sales and customer service teams across the organization.”

By adopting Dynamics 365, we’re better equipped to keep pace with the growth rate we’ve been lucky to experience organically and through acquisitions. We’re providing our staff with the latest and greatest Microsoft technology, which has helped us retain good talent and grow our business.”
Greg Blair, Chief Information Officer, OneDigital

To learn more about OneDigital’s streamlined approach that offers customers the service and care they require in today’s evolving business environment, view Microsoft’s case study: Insurance broker streamlines customer engagement, manages rapid growth with Dynamics 365.