Case Studies New Street Research: Optimized Client Tracking and Management

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	New Street Research: Optimized Client Tracking and Management

New Street Research: Optimized Client Tracking and Management

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Functional Applications - Enterprise Resource Planning Systems (ERP)
Applicable Industries	Finance & Insurance Telecommunications
Applicable Functions	Business Operation Sales & Marketing
Services	Software Design & Engineering Services System Integration
Challenge	Client Targeting and Reporting: Research analysts at New Street Research are in charge of maintaining their own client bases, and notifying them via email newsletters when important industry information is released. A typical newsletter could contain hundreds of HTML links to articles, reports and other information. When this London-based company set up its U.S. research group, new users wanted to leverage current CRM technology to implement a state-of-the-art approach.\n\n• Manual research distribution provided no way to track results or provide metrics\n• Legacy CRM system made it difficult to search, build lists or target information to specific clients’ interests\n• Compliance with U.S. anti-SPAM laws was a must Read More
About Customer	New Street Research is the premiere independent research boutique focused on the Telecommunications and Technology sectors globally. They partner with the world’s leading investment institutions to bring them unique insights and ideas that will guide their investment decisions.\n\nNew Street Research was established in 2003 with a focus on the Communications Services Sector (Telecommunications, Cable, Satellite and Telecommunications Infrastructure companies) and Technology Infrastructure (IT Hardware, Semiconductor, Semiconductor Capital Equipment and Communications Equipment companies). Read More
Solution	System Automation & Database Development: Based on the results of an initial assessment and investigation into New Street’s pain points, Velosio implemented a guided trial of an automated, web-based solution. Project implementation went smoothly as the Velosio project team skillfully navigated the time and geographical challenges of working with stakeholders located in the U.K. and the United States.\n\nVelosio Provided:\n• Professional analytical services\n• Customized implementation of Microsoft Dynamics 365 for Sales\n• Implementation of ClickDimensions, an email marketing and marketing automation system for Microsoft Dynamics 365 for Sales\n• Technical support: migrating data from the legacy CRM system, transferring Microsoft Outlook contacts into ClickDimensions and building reports Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Functional Applications - Enterprise Resource Planning Systems (ERP)

Applicable Industries

Finance & Insurance

Telecommunications

Applicable Functions

Business Operation

Sales & Marketing

Services

Software Design & Engineering Services

System Integration

Challenge

Client Targeting and Reporting: Research analysts at New Street Research are in charge of maintaining their own client bases, and notifying them via email newsletters when important industry information is released. A typical newsletter could contain hundreds of HTML links to articles, reports and other information. When this London-based company set up its U.S. research group, new users wanted to leverage current CRM technology to implement a state-of-the-art approach.\n\n• Manual research distribution provided no way to track results or provide metrics\n• Legacy CRM system made it difficult to search, build lists or target information to specific clients’ interests\n• Compliance with U.S. anti-SPAM laws was a must

About Customer

New Street Research is the premiere independent research boutique focused on the Telecommunications and Technology sectors globally. They partner with the world’s leading investment institutions to bring them unique insights and ideas that will guide their investment decisions.\n\nNew Street Research was established in 2003 with a focus on the Communications Services Sector (Telecommunications, Cable, Satellite and Telecommunications Infrastructure companies) and Technology Infrastructure (IT Hardware, Semiconductor, Semiconductor Capital Equipment and Communications Equipment companies).

Solution

System Automation & Database Development: Based on the results of an initial assessment and investigation into New Street’s pain points, Velosio implemented a guided trial of an automated, web-based solution. Project implementation went smoothly as the Velosio project team skillfully navigated the time and geographical challenges of working with stakeholders located in the U.K. and the United States.\n\nVelosio Provided:\n• Professional analytical services\n• Customized implementation of Microsoft Dynamics 365 for Sales\n• Implementation of ClickDimensions, an email marketing and marketing automation system for Microsoft Dynamics 365 for Sales\n• Technical support: migrating data from the legacy CRM system, transferring Microsoft Outlook contacts into ClickDimensions and building reports

Impact #1	Improved customer database—New CRM system allows New Street Research to capture important information about their clients, such as the sectors and research topics they are most interested in reading about
Impact #2	Audience segmentation—Analysts can quickly pull together targeted distribution lists, further segmented by clients and prospects
Impact #3	Improved metrics—Implemented solutions capture important metrics, including number of opens, forwards and clicks (especially hyperlinks)

Impact #1

Improved customer database—New CRM system allows New Street Research to capture important information about their clients, such as the sectors and research topics they are most interested in reading about

Impact #2

Audience segmentation—Analysts can quickly pull together targeted distribution lists, further segmented by clients and prospects

Impact #3

Improved metrics—Implemented solutions capture important metrics, including number of opens, forwards and clicks (especially hyperlinks)

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Overview

New Street Research: Optimized Client Tracking and Management

Operational Impact