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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

  • 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.

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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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
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