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

• 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.

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.