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
Looking for Salesforce implementations and integrations with Dynamics 365?
With 20+ years of industry experience in ERP and CRM, DAX is proficient in crafting tailored solutions to meet the needs of businesses.
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.
