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Unified CRM transforming customer management for manufacturers

Context

  • Merger of two large corporations with separate CRM systems and multiple teams
  • Diverse account management processes, and overlapping datasets​
  • Leveraged transformational opportunity to overhaul sales processes
  • Need for a scalable solution to support global operations

Testimonial

“ We’ve used Dynamics 365 to build much more than a CRM solution. Thank you, Team Advaiya!! ”

– Global sales director

Challenges

  • Difficulty in obtaining a unified view of customer interactions
  • Existing Oracle CRM data model and processes
  • Migration of Dynamics 365 CRM customizations from old system
  • Complex existing processes for offers, trials, and opportunities
  • Increased operational costs due to multiple CRM systems

Engagement coverage and highlights

  • Lead management
  • Account and contact management
  • Opportunity management
  • Trials management
  • Product catalog management
  • Campaign management
  • Account potential identification
  • Approval workflows and escalations
  • Business unit-based access management
  • Region-based, role-based reports and dashboards
  • Integration with project management, document management tool

Timeline

Solution discovery & envisioning
6 weeks
Implementation
28 weeks
User adoption
5 weeks
Maintenance & updates, support
Dedicated support team

Outcome

1M+
Records Migrated (As per migration logs)
<18 hours
downtime Migration (From system uptime report)
300+
Data validation Workflows (As per CRM system’s configuration and customization documentation)
60+
Countries with trained users (As per user adoption survey report)
50K+
Documents Migrated (As per migration logs)
65%
Data redundancy Reduction (As per data quality audit reports)

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