CRM Implementation for a leading IT Services Company

CRM is proven to drive business growth, with companies that implement CRM experiencing an average sales increase of 12% and a customer retention rate increase of 27%. Learn more about how this IT Services organization improved reduced its operation costs via right CRM Implementation partner.

Overview

The company is a global leader in next-generation digital services and consulting with over three decades of experience in managing the systems and workings of global enterprises. They enable clients in 46 countries to navigate their digital transformation.

Business Pain Points

  • The organization was using a Custom built 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
  • The application was not Mobile and Device friendly leading to a low application usage
  • Lack of rich Dashboards and Analytical features for effective Data visualization

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With 20+ years of industry experience in ERP and CRM, DAX is proficient in crafting tailored solutions to meet the needs of businesses.

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Solution

  • The customer implemented Dynamics 365 Customer Engagement Application around Account & Contact and Opportunity Management
  • SharePoint integration was leveraged to save collaterals related to historical Proposals and Bids which could be reused
  • Power BI was used in conjunction with Dynamics 365 CE application to enable rich analytics and interactive Dashboards

Benefits

  • The implemented solution provided a comprehensive view of the Customer, their subsidiaries and the associated Open Opportunities thus leading to better Opportunity and Pipeline Management.
  • SharePoint Integration leveraged to save collaterals related to Proposals and Bids, improved the reusability and substantial savings in Bid and Proposal preparation for Sales and Pre-Sales Teams.
  • Integration with other Microsoft Applications such as O365 and availability on Mobiles & Tablets enabled more collaboration and improved efficiencies.

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