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Frank Lee, President of
Workopia, Inc. awarded
Microsoft CRM MVP - Most
Valuable Professional -
only 57 in the world

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Microsoft CRM Specialist


Educational Showcase: Company Wide Workflows by  Frank Lee, MVP at Dynamics CRM User Group (CRMUG) California (San Francisco) Regional Chapter Meeting November 2014

Workopia quoted in TechCrunch article on Microsoft, Salesforce Partnership Is Proof That Business Makes Strange Bedfellows

Ask the MVP (Frank Lee) at Dynamics CRM User Group (CRMUG) California (San Francisco) Regional Chapter Meeting May 2014

Workopia quoted in Fierce Content Management article on Microsoft nabs Parature as customer experience dominoes fall

Workopia quoted in CITE World article on Microsoft Dynamics follows Salesforce's lead, gets more social

Workopia quoted in Inside CRM article on 5 Steps for Small Businesses to Get Started with Hosted CRM

Frank Lee of Workopia, panel speaker at SIIA OnDemand 2008: Enabling and Delivering Software as a Service

 Frank Lee of Workopia listed in The Microsoft Dynamics Top 100 Influential People 2013, 2012, 2011, 2010 and 2009

    21 Microsoft Dynamics
    CRM 4.0 and CRM Online
    Showcase Customers -
 Workopia helped four of them

Microsoft CRM Tips for Smaller Businesses on Microsoft CRM Team Blog

        Workopia quoted in
    The Channel Pro article on
     Easing SMBs into CRM

 Workopia quoted in Web CPA
  article Microsoft: Software + Services = ?

 Workopia quoted in CRN article
How To Build A SaaS Business

     Workopia quoted in Inside CRM article on How Effective is Your Hosted-CRM Provider?

Workopia quoted in CRN article on Microsoft SaaS, CRM

Workopia quoted in Inside CRM article on Is Titan Right for Your Small Business?

    Workopia quoted in CRN   article on Microsoft CRM Live
 On-Demand Marketplace

  Workopia quoted in TMCNet article on Microsoft CRM service for small businesses nationwide

Workopia quoted in Search CRM article on Microsoft CRM 3.0 as well as one of our Microsoft CRM 3.0 showcase customers - Euphonix, Inc.

"You guys rock!"
                        - John Parnell
    Parnell Pharmaceuticals, Inc.
                          San Rafael, CA

   Only 18 Microsoft CRM 3.0 Showcase customers in the world, Workopia helped two
                        "Go Live"

    Workopia quoted in CRN   article on Microsoft CRM Live

Workopia Small Business
         Microsoft CRM 3.0
        Showcase Study for
  RightNow Business System

Workopia Medium Business
         Microsoft CRM 3.0
        Showcase Study for
              Euphonix, Inc.

          Workopia quoted
     VAR Business article
   How To Build A Business Around SaaS

"One of the best investments we
  have made. Thanks again!!!"

                - David Hernandez
         Trifecta Communications
                             Orlando, FL

"Thanks again for the quick response and excellent support. You guys rock!!!"
                   - Aram Sarkissian
                       Accurel Systems
                          Sunnyvale, CA

    Workopia quoted in CRN   article on Microsoft CRM Live
 Software As A Service

CRM Magazine's Web Event: with Workopia customer - Euphonix, Inc. on their Microsoft CRM 3.0 experience

          Workopia quoted in
            The Channel Wire
       article on Windows Live

Blog: Workopia Microsoft Dynamics CRM Blog


 Microsoft Dynamics CRM Case Studies



With Microsoft Dynamics CRM Online, we can see everything across any time. From a visibility and transparency standpoint, that’s huge!
Corefino now uses Microsoft Dynamics CRM Online through its sales and marketing processes, resulting in much greater visibility and transparency. They are able to plan and initiate campaigns within Microsoft Dynamics CRM Online and track customers through the sales process and beyond. Corefino’s Microsoft partner, Workopia, was very helpful throughout the process and demonstrated the necessary experience, expertise, and understanding of Corefino’s business to help achieve a successful implementation.

San Mateo, CA




Microsoft Dynamics CRM is a Perfect Prescription for Healing Productivity Ills for Healthcare Systems & Technologies (HST)
HST develops and markets clinical and financial management software applications for the healthcare industry in the United States. The creation of in-house applications resulted in separate data silos for sales, marketing, finance, and operations. As the company grew, this led to operational inefficiencies that hampered interdepartmental communication and employee productivity. Managers evaluated six CRM solution alternatives and chose to deploy the Microsoft Dynamics CRM on-premise solution for marketing, sales, and customer service users. It met their criteria for a single data repository of customer information, Office Outlook integration, ease-of-use, and tools to enhance productivity.

Lafayette, CA





High-End Real Estate Company JBMRA Puts Mobile Brokers in Prime Position to Increase Sales - with Microsoft Dynamics CRM Online
JBMRA - Sperry Van Ness Institutional specializes in the marketing of high-end real estate properties in the Unites States. Sales depend upon the ability of brokers and agents to promote these properties and work knowledgeably with prospective buyers.  As properties become available, agents and brokers accessed the firm’s Office Outlook public folders and records kept in Office Excel spreadsheets. “Our legacy systems had a ridiculous amount of contacts and data,” says Derrick Dike, director of information technology services at JBMRA.  “Our data was a corruption waiting to happen, and I knew we needed to migrate to an effective long-term CRM solution.”

Tampa, FL



Devine Capital - Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent
For Devine Capital, the executive-level candidates with whom employees interact have high expectations. In turn, this drives the need to capture and use very detailed information about the candidates. Devine Capital had relied on Microsoft Office Outlook and the Encore contact management tool to meet this need. However, the Encore interface was rigid and did not integrate effectively with Outlook. After implementing Microsoft Dynamics CRM 4.0, time spent on daily administrative tasks was reduced by 25 percent.

Redwood City, CA




Total Structures, Inc. Gets Support from Microsoft Dynamics CRM Online to Enhance Sales Force Productivity
When major event organizers require a structure to support the lighting, staging, and PA equipment necessary to make their show a success, they come to Total Structures. The firm’s salespeople must possess a high degree of technical ability to map out what can be done. Managing the sales and delivery of services using Microsoft Office Excel spreadsheets and e-mail alone wasn’t sustainable for them. “We have a long sales and fulfillment cycle,” explains Adrian Forbes-Black, vice president for Total Structures “In order to keep tabs on prospects and shepherd opportunities to closing, our techie salespeople need a CRM tool to guide them through the sales process.”

  Customer Video

Ventura, CA



Euphonix - Easy-to-Use, Fast Customer Management System Connects Global Electronics Manufacturer
When managing a lengthy sales cycle, maintaining and having access to detailed account records can define the success of the sale. For electronics manufacturer Euphonix, an outdated customer relationship management (CRM) system provided less-than-adequate support to its global sales force and made it difficult to keep accurate, up-to-date sales records. Consequently, the company teamed with Microsoft® Certified Business Solutions Partner Workopia and rolled out Microsoft Dynamics™ CRM to 50 employees across the company. Today, Euphonix is excited about the robust system that connects employees around the world to a single source of customer information and provides instantaneous data synchronizations. Now, its remote employees have quick access to the data they need stay productive and close deals. In addition, the company now has a user-friendly CRM solution its employees want to use.

Palo Alto, CA



Accium Biosciences Finds Perfect Formula to Increase Customer Satisfaction and Reduce Time to Market with Microsoft Dynamics CRM
It takes about 12 years and $1 billion to develop, test, and bring a new drug to market. Reducing that time means saving millions for Accium BioSciences’ pharmaceutical customers.  The company uses its expertise to speed the clinical trials process. But manual processes, such as keeping track of information in spreadsheets and on notes, made reaching prospects and managing a pipeline difficult. “In order for us to be successful in our sales, marketing, and service efforts, we had to go to an integrated system,” says Michael Chansler, vice president of business development. “One that would provide a central repository of information on our clients and their projects as well as provide workflows to automate and codify our processes.”

Seattle, WA



RightNow Business Development Systems - Consultant Company Empowers Sales Leadership with Superior Business Processes
 When RightNow Business Development Systems experienced rapid revenue growth and increasing sales volumes resulting from its successful sales training and process consulting business, it needed a better solution to manage its own sales, marketing, and client relationships. Consultants and managers required a better way to work with larger numbers of clients, consistently track the process of converting leads to sales, and assess the results of sales and marketing campaigns. A trial of a hosted solution offered RightNow neither the flexibility nor the cost-efficiency it sought. Teaming with Microsoft® Certified Business Solutions Partner Workopia, RightNow implemented Microsoft Dynamics™ CRM 3.0 software with strong results and at the right cost. Today, the company generates more new business than ever before and assists its many clients with outstanding service quality.

Walnut Creek, CA



Workopia selected for Microsoft CRM partner success story
When Workopia executives wanted to better address the customer relationship management (CRM) needs of smaller businesses, they turned to the Microsoft® Partner Program and Microsoft Dynamics™ CRM. Workopia took advantage of technical, strategic, sales, and marketing support from Microsoft to establish its new business model. As a result, Workopia has experienced 200 percent annual growth and revenues are expected to increase by even larger percentages in the coming years.

San Francisco, CA


Customer Testimonials



"We have had the pleasure to work with Workopia on two Microsoft Dynamics™ CRM installations, an initial installation and an upgrade. The level of dedication and attention to detail by Frank and his team have been exceptional. Workopia is a top-tier consulting partner."

- Jeffrey Tangney, EVP Sales & Marketing, Epocrates, Inc.
San Mateo, CA    



"Microsoft Dynamics™ CRM is not a core competence for our usual IT so we are happy Workopia was available to guide us through it remotely."

- Richard Ramsay, CTO, Homes & Land Affiliates, LLC
Tallahassee, FL    



"I really appreciate Workopia's interactive and collaborative style. Workopia brings great Microsoft Dynamics™ CRM expertise and seeks to add value to our company at both a technical and process level."

- Jeff Thompson, Senior Manager IT, ISE Labs, Inc.
Fremont, CA    



"Workopia’s assistance in setting up our critical Microsoft Dynamics™ CRM was top notch, plus their referrals to other vendors were invaluable.  Working with them remotely was more productive than working with some of my local vendors!"

- Jonathan Blitt, CEO, Aztec Software.
Springfield, NJ    



"Our experience with Workopia has been, and continues to be, awesome. The training was extremely helpful and we were able to define the training parameters as they suited our business needs and knowledge level. Microsoft Dynamics™ CRM is highly configurable and user intuitive."

- Karlene Ochoa, VP Operations, Healthcare Systems Technologies
Lafayette, CA    



"Image Technologies was looking for a technology platform that would integrate the various members of our national sales forces’ activities and then leverage that information as a strategic asset for the company.  Microsoft Dynamics™ CRM gives us the ability to deploy our sales and marketing resources at the kinds of companies that most often purchase our services, as well as provide a snap-shot of  our sales pipeline.  Workopia and specifically, Frank Lee have given our company the "jump start” we needed to rapidly implement Microsoft CRM and are our day-to-day partners as we find new ways to maximize the efforts of our sales team.  We wholeheartedly recommend Workopia for any company wanted to seek a strategic advantage in the marketplace."

- Thomas Cooke, VP, Sales, Image Technologies Corporation
St. Louis, MO    


  Blog: Workopia Microsoft Dynamics CRM Blog

FREE 30-Day Trial, Setup & Training - Microsoft CRM Online
Sign-up for our FREE 30-Day Microsoft Dynamics CRM Online Trial plus FREE Setup and Training session.  See for yourself why more than 1 million users love Microsoft CRM.

FREE CRM User Performance Report for CRM Online
FREE 100% Web-based application works with Microsoft Dynamics CRM Online to produce User Performance Reports.  Compare performance (% of Leads converted to Opportunities, number of Phone Calls made, Opportunities won, etc.) this week vs. last; this quarter vs. last, Team North  vs. Team South, and much more...

FREE Skype Dialer for Microsoft Dynamics CRM
FREE Skype VOIP phone dialer works with Microsoft Dynamics CRM 4.0 and CRM Online.  With just one mouse click - your CRM users can dial the Contact or Lead's phone.  Details & Screen shots
A huge time saver for users!


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Microsoft Dynamics CRM
Microsoft Dynamics CRM is a complete customer relationship management solution that provides all of the tools and capabilities needed to create and easily maintain a clear picture of customers from first contact through purchase and post-sales.  With modules for sales, marketing, and customer service, Microsoft CRM delivers a fast, flexible, and affordable solution that drives consistent, measurable improvements in every business process, enables closer relationships with customers, and helps your company achieve new levels of profitability.

Workopia, Inc. is the premier Microsoft Dynamics CRM certified specialist serving small medium size businesses nationwide.

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