A leading industrial process fluids manufacturer: This company successfully navigated the transition from multiple disparate customer relationship management (CRM) systems to a single centralized CRM. Their strategic approach involved conducting a comprehensive audit, unifying global CRM deployment, and implementing role-based dashboards for stakeholders. This streamlined process ensures efficiency and continuity in their operations.

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

Challenge(s)

    • 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

Solution

    • Conducted a comprehensive audit of existing CRM systems.​
    • Unified global CRM deployment
    • Continuity and expansion with preservation of historical data
    • Migration strategy to unify both companies’ processes and data with minimum disruptions
    • Role-based dashboards for various stakeholders
    • Provided extensive training for user adoption and change management

“ 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 tool

Timeline

investment
Solution discovery & Envisioning

Six weeks

integration
Implementation

28 weeks

management
User adoption

Five weeks

tablet
Maintenance & updates, support

Dedicated support team

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

Featured technologies