Salesforce Implementations and Integrations with Dynamics 365

Overview

The company is leading Industry in Hydroponics products that sells gardening equipment. They are largest seller in this industry.

Business Pain Points

• The organization was using a CRM Solution which had a very high maintenance and enhancement cost.
• Data residing in multiple systems leading to leakage of leads and ineffective Sales Pipeline Management.
• Limited functionality of sending Mass emails and tracks the status of campaigns.
• Lack of rich Dashboards and Analytical features for effective Data visualization.

Solution

• The customer implemented Salesforce CRM process around Lead, Account & Contact Management.
• Implemented lead assignment and Account Approval process for easier account assignment process.
• Implemented OnDemand sync with Microsoft AX to create accounts in AX directly.
• Created process to send mass emails and track campaigns using iContacts managed package app.

Benefits

• The implemented solution to provide lead assignment and built Account approval process which provides visibility at senior leadership team level which accounts are in pipeline.
• Integrated with Microsoft Dynamics AX saves lot of time to create accounts in AX by making salesforce is system of record and their maintenance.
• Campaigns progress and members activities can be easily tracked with the dashboards and reports.