Case Studies | Testimonials

Case Studies / Testimonials that showcase Frank Lee’s passion and dedication to Microsoft Dynamics 365 CRM

Case Studies

With Microsoft Dynamics CRM Online, we can see everything across any time. From a visibility and transparency standpoint, that’s huge!
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High-End Real Estate Company JBMRA Puts Mobile Brokers in Prime Position to Increase Sales with Microsoft Dynamics CRM Online
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Total Structures, Inc. Gets Support from Microsoft Dynamics CRM Online to Enhance Sales Force Productivity
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Accium Biosciences Finds Perfect Formula to Increase Customer Satisfaction and Reduce Time to Market with Microsoft Dynamics CRM
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Microsoft Dynamics CRM is a Perfect Prescription for Healing Productivity Ills for Healthcare Systems & Technologies
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Devine Capital – Executive Search Firm Implements New CRM System, Improves Productivity by 25 Percent
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Euphonix – Easy-to-Use, Fast Customer Management System Connects Global Electronics Manufacturer
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RightNow Business Development Systems – Consultant Company Empowers Sales Leadership with Superior Business Processes
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We have had the pleasure to work with Frank at 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.

I really appreciate Workopia’s interactive and collaborative style. Frank at 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.

Our experience with Frank at 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

It has been a pleasure working with Frank Lee and Workopia in every way. Frank is very responsive and delivers what he promises. Workopia delivered value to Far Niente Winery by undertaking a difficult project to embed Targit, a business intelligence software, into a window within CRM. The intent is to increase sales person usage of CRM by providing valuable customer information within CRM.

Gary McClernan, CFO, Far Niente Winery

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

Richard Ramsay, CTO, Homes & Land Affiliates, LLC

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

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