Success Story

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Cybage Built a Feature-rich, Easy-to-Adapt, Stacked Solution on the MS Dynamics Platform for All Business Units in a CRM Organization

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Posted On: 22 March, 2024

A leading US-based market research agency and an operating unit for a reputed global research firm.
Undertakes market research for public and private sector organizations at both local and global levels.
Expertise and service capabilities encompass customer research, employee engagement research, financial services research, and applications of IT in research and data collection.

Scale up and upgrade the existing MS CRM 2011-based infrastructure to MS CRM 2013 from the US to UK and the APAC regions
Deploy an enterprise CRM framework that provides detailed reports in an accurate, consistent, and timely manner
Replace diverse/heterogeneous applications used by UK and APAC users with a uniform platform containing centralized sales and service business process workflows
Upgrading in-house reporting capabilities to analyze collected data points more effectively, providing better business insights across sales, finance, and operations divisions

Implemented a centralized CRM system with multi-region and multi-currency support
Migrated the legacy system workflows and data into the new MS CRM 2013-based solution
Deployed flexible and powerful subscription management features with real-time data tracking
Enabled auto-population of relevant data based on business logic validation and automation of distribution at different touch-points

Enabled the organization to work as a single unit by making business information relevant for key processes
Improved business insight into key processes with the implementation of the centralized CRM system
Improved CRM usability by enabling auto-population functionality of relevant data
Boosted business insight by enabling tracking and instant feedback functionality on project status and subscription lifecycle
Optimized notification management with subscription renewal alerts for users