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Your Dynamics Business Partner

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Migration from Salesforce to Microsoft Dynamics CRM for a Healthcare Consulting Firm

Challenges

  • The client was not able to speed up their implementation and was not getting good results with their sales process within Salesforce.
  • Configuration and setup were complex and time-consuming.
  • Salesforce default tools were not enough to cover certain integration needs.
  • Their current system was not reliable and flexible enough for the sales team in terms of using sales processes and system administration.
  • The client wanted to expand CRM functionalities.

Technology

Migration from Salesforce to Microsoft Dynamics CRM

Results

Following the migration to Dynamics CRM, the client:

  • Can easily manage the sales process as per the organization's need.
  • Can use Customized Business process flow to enhance the visibility of sales.
  • Can apply the status for opportunities as won, close, and lost so that records can be easily managed with appropriate statuses.
  • Can use the fields that were implemented through custom JavaScript code with custom logic to enhance the sales process.