Having strong roots in the financial, professional services, manufacturing and hospitality/entertainment segments, Spinnaker has empirical knowledge that supports the design, execution and training of vertically-specific implementations.  There is growing interest in customizable CRM systems that are designed with vertical business requirements in mind, i.e. Real Estate CRM, Sports CRM, Financial CRM, etc.

Real-world application and relevant industry knowledge are the difference between a cookie cut solution and a customizable CRM solution that meets the specific requirements native and unique to verticals such as Sports CRM and Real Estate CRM.

Vertical Snapshots

The following provides a small sampling of some of Spinnaker's vertical implementations:

• Services > VLSystems

  VL Systems, a leading professional services company providing secure information solutions, found itself struggling to unite its information across all departments so that sales, finance/accounting and engineers alike could manage the progress of all projects and cases through detailed visibility into every customer. Spinnaker migrated all of VL Systems multiple data sources into Microsoft Dynamics CRM and did extensive training to ensure that all employees had the least downtime and greatest immediate return on the deployment.

• Sport/Ticketing > Anaheim Ducks

  The Anaheim Ducks Profession Hockey team (The Ducks), sought to integrate its ticketing system with a savvy CRM solution to be able to better sell to, track and serve its season ticket holders, group sales and individual ticket sales. Spinnaker is working with The Ducks and its ticketing system to bring Microsoft Dynamics CRM into the mix in order to maximize every customer interaction and to better document customer preferences, purchase patterns and special requirements/requests.

• Finance > CU Cooperative Systems

  CU Cooperative Systems (The CO-OP), the nation's largest credit union electronic funds transfer (EFT) network, needed to migrate their disparate data systems into a centralized database for managing sales, support, business development and management. Spinnaker customized Microsoft Dynamics CRM, with the addition of c360 Core and Sales Productivity Packs, to accommodate information from The CO-OP proprietary SQL database so that it could track credit unions, vendors and customer information. The CO-OP team of financial service representatives, account managers and business development associates will be able to quickly access centralized vendor and customer data to leverage workflow and streamline the lead and opportunity cycle.

• Real Estate > The Norris Group

  The Norris Group previously maintained its 60,000+ account records utilizing a combination of Excel and Access databases. It was in need of a system that could maintain all account records, and provide a single platform from which to better manage sales and marketing efforts. The Norris Group’s immediate need for a CRM solution made the quick deployment of Microsoft Dynamics CRM Online a key factor. Spinnaker migrated The Norris Group’s data from Excel, Outlook, and Access into Microsoft Dynamics CRM Online, and configured the system to meet specific requirements unique to The Norris Group’s business.

• Manufacturing > ChromaDex

  ChromaDex is the market leader in the creation and supply of botanical reference standards along with related phytochemical products and services. Because if its commitment to a customer centric business model, ChromaDex sought to bring its disparate types of data into an intuitive CRM system that could aid in sales, support, order processing and operational capacities. Spinnaker combined Microsoft Dynamics CRM, Microsoft Dynamics GP and Scribe to develop a single solution that yielded greater scalability for ChromaDex's continued growth within a consolidating manufacturing environment.

Contact Spinnaker for a more specific review of various verticals for which Spinnaker has assisted in designing a CRM solution