Transition from multiple disparate CRM systems to a single centralized CRM
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
Challenge(s)
- Existing Oracle CRM data model and processes
- Migration of Dynamics 365 CRM customizations from old system
- Complex existing processes for offers, trials, and opportunities
Solution
- Unified global CRM deployment
- Continuity and expansion with preservation of historical data
- Standard migration strategy to unify both companies’ processes
- Role-based dashboards for various stakeholders
“We’ve used Dynamics 365 to build much more than a CRM solution. Thank you Team Advaiya!!”
– Global sales director
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 tools
Timeline
Solution discovery & Envisioning
Six week
Implementation
28 weeks
User adoption
Five week
Maintenance & updates, support
Dedicated support team
1M+
Records migrated
<18 hours
migration downtime
300+
Data validation workflows
60+
Countries with trained users
50K+
Documents migrated
65%
Data redundancy reduction
Featured technologies
