Presidents Institute – CRM is our daily organizational backbone

Pulling the plug on CRM is like pulling the plug to the internet

Our CRM solution

‘We use our CRM solution to its fullest. It is our daily organizational backbone. If we were to pull the plug on it, it would be just as paralyzing as pulling the plug to the internet.’

Jacob Oredson, Digital Director, Presidents Institute

He mentions how the CRM solution contributes to recruiting for the carefully balanced chief executive network. New potential members are scored according to industry, job titles and physical distance to Presidents Institute’s meeting facilities, which gives a total score for a recruitment campaign directed to member in e.g. Belgium.

The CRM solution is also the engine behind membership management and the daily ‘production’ of meetings and conferences. A task that takes a lot of coordination are sign ups and booking of resources. Each group has an experienced chief executive as moderator and Presidents Institute also organizes this external resource through the CRM solution.

The CRM solution has become part of the daily work

Necessary IT support

Presidents Institute has 80 employees and over 60 of them work with the CRM solution daily. CRM is a necessary IT support for a long list of daily tasks with organizing meetings and contacting participants.

‘Our core is the personal relationships between members who first and foremost meet each other in the groups. Our central job is to facilitate the meetings and recruit new members.

We value professional weight and group combinations where there are no competing businesses, so there to be a trustworthy environment in the group.’

Jacob Oredson, Digital Director, Presidents Institute

Customer profile

Presidents Institute

Presidents Institute was founded in 2005. The purpose of the institute is the ensure CEOs, business managers and senior executives the ability to improve their leadership. This takes place through like-minded network groups, executive education and world leading summits.

President Bill Clinton was a key speaker on Presidents’ Summit 17 April 2018.

Read more about Presidents Institute here.

Extensive experience and not afraid to try something new

Manageability and transparency

‘We have achieved the ability to navigate and transparency through the collaboration with MicroPartner and by using Azure as a cloud server. Microsoft has made a clear curse towards cloud and as a customer, you sense the synergies between the different cloud environments.

The consultants have an extensive experience and are not afraid to try something new.’

Jacob Oredson, Digital Director, Presidents Institute

Technical debt and new partnership

Extensive growth strategy

The Manageability and transparency have now grown because a clear focus on most possible standard and most possible cloud has resulted in an extensive growth strategy.

Presidents Institute experienced a rough IT period a few years back which lead to technical debt. That chapter is over and with MicroPartner, Presidents Institute can develop forward instead of repairing backward.

The organization has had its own developing people, but lately the company has leaned on the partnership with MicroPartner.

About the solution

Agility and fast preparedness

The IT installation include Microsoft NAV, Office 365, Exchange, Sitecore and the CRM solution in Microsoft Dynamics 365. When the organization was founded in 2005, it was running on a proprietary CRM solution which was replaced by Microsoft CRM to create agility and fast preparedness in order to e.g. open new offices in new countries.

MicroPartner is now supplier and development company and is responsible for the integration between the ERP system and CRM, and MicroPartner has also helped bring the organization’s IT installation to Microsoft’s cloud environment Azure.

For now, it is the on-premise version of Dynamics 365 that the company uses in Azure, but Jacob Oredson expects it to become a full cloud version.

Long-term and flexible solution

Not tailor too much

‘The people from MicroPartner advise us not to tailor our CRM solution too much. They look at the lifetime value of the solution and the long-term flexibility.’

Jacob Oredson, Digital Director, Presidents Institute

On the long-term basis Presidents Institute need agility. The network organization must be able to open and close offices in new countries if the organization gains momentum on the market in question.

It has to be as easy and painless as possible and that requires the manageable and cloud-based solution that the partnership with MicroPartner is guarantor of on Microsoft’s platforms.

Collaboration with MicroPartner

Competent and responsible people

‘The consultants from MicroPartner are skilled. If they do not have a skill, they know where to find it. It is a small group of competent people and that equals great responsibility.

We are happy to use them for their expertise and we value the personal relation and responsibility from a supplier. That gives us long term and solid counselling.’

Jacob Oredson, Digital Director, Presidents Institute