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Case Studies

Ageas Insurance: Dynamics 365 Customer Case Study

Discover how Xpedition and Microsoft Dynamics 365 helped Ageas Insurance identify its highest value brokers, deliver targeted marketing through advanced ClickDimensions automation, and provide relationship managers with access to intelligence on-the-go, via a secure tablet interface. “From the moment we first approached Xpedition, they provided us with the best engagement experience at every stage.”...

Radley Yeldar: Dynamics 365 Customer Case Study

See how Microsoft Dynamics 365 and Xpedition enabled a leading creative agency to deliver cutting-edge marketing and integrate their sales & marketing functions.

Asset Leverage Consultants: Dynamics 365 Customer Case Study

Learn how Xpedition delivered a transformational client relationship management project for a leading Wealth Management consultancy. The Challenge CRM for customer engagement and regulatory complience ALC (Asset Leverage Consultants Ltd) is a Jersey-based Wealth Management firm, advising clients with credit and debt structures. Richard Priddes, in charge of IT solutions and technology, knew that Asset...

Bridges Fund Management: Dynamics 365 Customer Case Study

Hear how a specialist PE firm have successfully harnessed next-generation digital tools thanks to Xpedition and Microsoft Dynamics 365. A Private Equity CRM success story Specialist Private Equity firm, Bridges Fund Management deploys CRM solution to support growth needs in an increasingly competitive and dynamic industry “Xpedition’s expertise within the Private Equity sector has been...

Hadley Group: Dynamics 365 Customer Case Study

A Microsoft Dynamics CRM rescue project for leading UK manufacturer, Hadley Group When a CRM project initiated by a competitor firm started to go wrong for UK manufacturer Hadley Group, Xpedition were called in and successfully got the project back on-track. “Xpedition proved they could recover our CRM project and get us back on track...

Scottish Equity Partners: Dynamics 365 Customer Case Study

Learn how Xpedition delivered an enhanced Venture Capital CRM solution for leading venture capital firm, Scottish Equity Partners. Xpedition successfully delivers deal flow and data analytics project for Scottish Equity Partners, a leading VC firm An Xpedition Venture Capital and Private Equity CRM success story. Scottish Equity Partners (SEP) is an award-winning venture capital firm...