Optrua has helped Rockton Software, a long-standing Microsoft Dynamics ISV, modernize its CRM strategy—unlocking real-time visibility, streamlined sales workflows, and strategic growth. This transformation story reveals how even seasoned software companies can benefit from expert CRM consulting to stay competitive in a rapidly evolving market.

Optrua, a Microsoft Dynamics 365 CRM optimization consultancy, is pleased to release a new case study for Rockton Software, a leading Independent Software Vendor (ISV) for Microsoft Dynamics 365.

Rockton Software is a Colorado-based ISV specializing in add-on solutions for Microsoft Dynamics 365. With over two decades of experience, Rockton helps businesses automate processes, save time, and maximize ERP investments.

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Optrua completed a CRM modernization initiative for Rockton Software. This strategic partnership has empowered Rockton to streamline customer engagement, enhance sales performance, and gain real-time business intelligence through a modernized, AI-driven CRM platform.

Rockton selected Optrua for its deep expertise in CRM transformation, Microsoft cloud solutions, and strategic consulting.

“They didn’t just show up with a one-size-fits-all template,” Rockwell explained. “They asked thoughtful questions, challenged assumptions, and built a roadmap that made sense for us. Leadership finally has a single place to go to see how we’re doing, where the bottlenecks are, and what’s working,” Rockwell added. “We’re not just keeping up – we’re moving forward.”

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Key outcomes from the Rockton engagement include:

• Streamlined sales workflows and process automation
• Improved visibility in customer relationships
• Simplified data structure for better reporting and decision-making
• Enhanced CRM usability across departments

Rockwell praised Optrua’s collaborative approach: “If you’re looking for a partner who will listen, challenge you in the right ways, and actually deliver – Optrua is that partner.”