Leading international supplier of pumps, valves, and related systems company reduced its subscription costs by 40% through the Implementation of Microsoft Dynamics 365 for Sales and Marketing
2. About Client
Founded in 1942 in Pune, India; client is a leading international manufacturer and
supplier of pumps, valves and related systems.
3.
4. Solution Offered!
Zelite offered package implementation services which included Requirement Specification,
Configuration & customization and implement of MS Dynamics CRM 365.
Current Phase
Live & under Support Contract
5. The Need
The client wanted to migrate from Salesfore.com to MS Dynamics 365 for its requirement on Sales
Management, Order Management, Service Management, Customer Portal and reporting. Client
wanted the new implementation and migration to be completed at earliest and the downtime could
not be afforded during the migration due to criticality of systems
6. The Solution
● Provided scalable and robust platform to manage its customers and orders
● Following modules were implemented as a part of Dynamics 365 implementation
○ Sales management
○ Marketing management
○ Order management
○ Service management
○ Customer Portal
● Reporting
● Data migration from Salesforce.com to MS Dynamics 365
● Admin and user training
7. Benefits
● Reduced subscription costs by 40%
● MS CRM provides ease of use and has increased efficiency of the user significantly
● Client could utilize the new features of MS Dynamics 365 especially simplified workflows and alerts,
reporting wizards and cross-entity views
● The customer portal has improved customer interaction and satisfaction rates through timely addressing
of customer issues.
8. Do you wish to discuss your next app idea with us?
Let’s connect
