Affiliated Helps Health Advisory Firm Increase Operational Efficiency with Microsoft Dynamics CRM

MBSSCheck out our latest Dynamics CRM customer success story for MB Senior Solutions:


MB Senior Solutions (MBSS), a leading health care advisory service for retirees in the Midwest, saw opportunities for tremendous growth but first needed to improve the way it managed its business data and intelligence to attract and retain customers.


Affiliated implemented and customized Microsoft Dynamics CRM, and then worked with MBSS staff to learn how to use the solution for targeted marketing and stronger customer relations.


Expects to double enrollment in next couple of years to over 50,000 customers, while nudging up the customer retention rate to an impressive 98%. MBSS now automates reports, correspondence and applications in a fraction of the time, and it has increased operational efficiency and staff productivity.

Key solutions and services 

To read the full story, click here. For more information on Dynamics CRM and how we can help you, contact us here.

Microsoft Dynamics CRM Implementation and Support, Ohio.

Mike Moran
Mike Moran has worked with mid-market organizations to help them use their systems to achieve their business goals for more than two decades. Moran’s passion is helping organizations align their business and technology goals, then identify and implement solutions that increase operational efficiencies, improve the customer experience, and drive more profitable revenue. Mike has provided strategy and guidance for organizations looking to implement CRM solutions for more than 10 years. He also has directly assisted a number of sales teams to use their systems more effectively and increase their utilization by connecting how the system can help them establish and build their relationships – not just update administrative information. The Affiliated CRM team has implemented well over 100 CRM systems for clients ranging from the manufacturing/distribution/supply chain industries, to professional and financial services firms, to healthcare, and a number of specialty social service not-for profits needing the ability manage and support their client bases. The Affiliated team, a member of the Microsoft Partner Network certified in the Dynamics 365 (CRM for sales, customer service, and marketing) solutions, has won numerous Microsoft awards including the U.S. Central Region Partner of the Year, and Heartland Area awards for Business Transformation and Customer Satisfaction & Experience. Moran co-founded Affiliated in 1993 as an ERP implementation and software development firm. Affiliated became a Dynamics partner in 2005. As president, he leads Affiliated’s company-wide strategy, marketing, and corporate development activities. The Company has grown into a technology and business consulting company serving growing and mid-market businesses throughout Ohio and the midwest.
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