- A global software product engineering services organization that designs and provides services in technology, strategy, and operations.
- Has a scientifically-driven, data-oriented, and delivery-focused approach to offer concrete breakthrough products and services, and make organizations more innovative and agile.
- Serves in over 15 countries across North America, Europe, Asia, and Australia.
Success Story
Services:
- Platform & Integrations
- Customer Relationship Management (CRM)
- Technology Solutions
Helped a Leading IT Consulting Company Meet the Unique Needs of Various Business Groups with a CRM Solution that Works with Microsoft Office Outlook and Fits into its Existing IT Infrastructure
Software & Hi-Tech
Posted On:
22 March, 2024
About the Client
Business Needs
- Implement a CRM solution that works with Microsoft Office Outlook and meets the unique needs of business groups
- Integrate a solution that fits into the existing IT infrastructure.
Solutions
Implemented a CRM solution that effectively managed all the sales and marketing operations, enhanced productivity, and increased visibility of company’s performance.
Extended the MS Dynamics CRM Sales & Marketing module using the scalable MS CRM architecture to achieve the desired functionality.
Upgraded the CRM to use an additional set of features such as dashboards, charts, role-based forms, and field-level security.
Developed extra custom applications and extension points to support specific business processes such as:
- Leads, meeting management, and notification
- Lead response Unified search analysis
- Lead scoring matrix
- Response management with guided flow
- Unified search
- Email marketing analysis
- Mobility extension
Business Impact
- Gained effective business insights and robust analytics.
- Improved efficiency and productivity.
- Lowered overall costs.
- Empowered employees to perform tasks more efficiently.
Technology Stack
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