A USA based Software Company engages Zelite Solutions to Deploy Microsoft Dynamics CRM On-Premise

1. Microsoft Dynamics 365 CRM Deployment
A USA based Software Company engages Zelite Solutions to
Deploy Microsoft Dynamics 365 CRM On-Premise
About Client
The client is a USA based software company and leader in intelligent file management
solutions that empower enterprises to seamlessly integrate, analyze, move, manage
and modernize critical data across hybrid, cloud and object-based storage
infrastructures for true business transformation. The client is experts in enterprise
data center storage environments, passionate about their product which is used
today by 26 of the top Fortune 100 companies
The Need
The client wanted to deploy MS Dynamics 365CRM to automate their product
licensing and improve customer engagement experience.

2. Solution Offered
Zelite Solutions handled the entire deployment of MS Dynamics 365on premise
with integration across various departments providing a unified dashboard and
a seamless experience.
 MS CRM was deployed seamlessly and integrated with the client’s
Customer Support Portal.
 Integration of the client’s product licensing tool which was automated
against user requests to verify if their existing license is valid or expired.
 Created a registration workflow that allows user to send a registration
user, verify his email address, allows admin to verify the contact in CRM
and based on it approve (or reject) the user by linking it with the
respective contact in CRM was configured.
 Accounting functionality for Quotation, Invoices and Orders raised. Once
approval is generated based on this workflow, licenses would be
generated to the customers.
 Synchronizing case data to from CRM portal to Customers and vice versa.
 User can raise tickets / cases through the portal along with relevant notes
or attachments and these are then reflected in CRM. Clients can track
their own cases and interact seamlessly with the support representative
by exchanging notes.
 Manage product catalogue configuration.
Benefits
 After deploying MS Dynamics 365CRM, client had all the tools at their
disposal that helped them in a scalable customer relationship
management solution.
 Zelite Solutions partnered with the client to not only help them exceed
the expectations of their customers but also to manage sales, marketing
and customer service from a single interface with the deployment of MS
Dynamics 365CRM
 Alerts and escalations at important stages of the Case for example on
Updating of the case status, on new registration requests from CSP, on
approval of registration request, etc
 Deploying MS Dynamics 365CRM on premise ensured that the client has
full control of their data and they control the backup frequency as well.

3.  Dynamics CRM streamlined the way the team would communicate with
their customers.
 Creating meaningful personalized customer experiences.
 Client was able to close more deals by leveraging easy-to-design process
flows.
For more details visit: https://www.zelitesolutions.com/case-studies/microsoft-
dynamics-crm-deployment/
https://www.zelitesolutions.com/