Microsoft Dynamics Lead Referral Program – Partner Success Story


As the US Project Manager for the Microsoft Dynamics Lead Referral Program, it’s always exciting to see great feedback from our participating partners. One Step Beyond, Inc is one of those success stories that produced a very sizable win for Microsoft Dynamics CRM. This partner has not earned the Customer Relationship Management Competency, so they leveraged the Lead Referral Program to take part in the Microsoft Dynamics sales process.

“My client wanted to make a change in their CRM software but wasn’t sure which solution to purchase. We wanted to evaluate Dynamics, Sales Force, and Oracle but only had a 30-day window to make our decision. I contacted each company and requested evaluation copies of their software. Microsoft suggested engaging a channel partner to assist with our evaluation.

The Microsoft Dynamics Lead Referral program allowed my customer to connect with a local certified partner to assist me [as a non-Dynamics certified partner organization] with answering questions and evaluating the software. They helped my client make an informed decision to purchase the Dynamics CRM solution. The partner referral program then compensated me for making the connection.

In the end, my client purchased an outstanding CRM solution, I met a valuable local resource whom I can engage in the future, and Microsoft rewarded, One Step Beyond, for helping build the bridge.”

David M. Selby, President
One Step Beyond, Inc

Learn more about the Lead Referral Program.

–Kevin

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