CRM Customization to Raise Sales Process Efficiency
Client
A full-range electronics manufacturing company based in Florida, US. The company’s core offering includes electronics assembly, custom product design, integration and manufacturing services for clients in the medical, military, consumer products and gaming industries.
Challenge
The Client adopted Microsoft Dynamics CRM for their small-sized sales team but couldn’t leverage the investment due to the system’s poor alignment with the business processes in place. Therefore, the company was looking for a Dynamics CRM consultant to guide them through advanced sales automation capabilities of the platform and to customize their existing CRM system to bring more value for both sales representatives and sales managers.
Solution
ScienceSoft’s CRM and Collaboration Department took up the task and within under one month delivered Microsoft Dynamics CRM customization that featured the following elements:
- a custom sales pipeline that reflected the Client’s specific sales process
- a custom plug-in to generate quotes with essential order details (part numbers, description, quantity, unit price, shipping terms, etc.) in one click
- dashboards for tracking the team’s performance progress
- automated synchronization with the QuickBooks accounting software to display customers’ financial statuses in the CRM
- role-based access to the system’s functionality
The project team also upgraded the Client’s system to Microsoft Dynamics CRM 2016.
Illustration 1 – a fragment of the Sales Manager Dashboard
Results
The Client’s legacy CRM system has been successfully upgraded to the latest Microsoft Dynamics CRM edition and tailored to the sales team’s requirements and processes. The custom plug-ins and integration with the enterprise accounting system facilitated sales management and helped to make monthly planning and performance monitoring easier and more transparent.
This has brought more value and efficiency to the Client’s sales processes while helping to raise user adoption rates of the corporate CRM system.
Technologies and Tools
Microsoft Dynamics CRM Online, .NET C#, HTML5, CSS3, JavaScript.
