Implemented by Everest CRM
Surgent McCoy offers hundreds of webinars and self-study courses for certified public accountants. The company’s new website leverages Sitefinity CMS and Ecommerce modules to deliver products, services and exams electronically based on purchase rights, with order fulfillment and accounting linked to Microsoft Dynamics CRM. Product packaging and offer management are tailored to customer needs and requirements, with customized catalog and search features. RESTful Web APIs are used for systems and data integration. Everest CRM took the lead in designing and integrating the site, with technical support from Sitefinity training partner Falafel Software.