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Home/Case Study

Dynamics CRM Implementation for a Business and Consulting Service Company

Dynamics CRM Implementation for a Business and Consulting Service Company

Customer

The Customer is a US-based group of companies present in a variety of industries including luxury retail, hospitality, and ecommerce. An utmost experience and a tailor-made approach to clients are the cornerstones of the Customer’s business philosophy.

The Challenge

The Customer approached Ivotiontech for a comprehensive solution encompassing efficient customer and operations management.

The Customer used to rely solely on the professionalism and communicative skills of their team to maintain excellent customer service at each company separately. However, they matured to enter the next level of a highly personalized approach to clients within their whole ecosystem.

Along with improving the quality of client communication, the Customer sought to automate some daily activities such as case management and operations tracking.

The Solution

To meet all the business needs, Ivotiontech proposed Microsoft Dynamics CRM implementation. The project team focused on two key tasks – to customize the platform in line with all the Customer’s requirements and solve the challenge of centralizing data from multiple sources. 

Striving to make the customer service personalized for clients, convenient for the staff, and transparent for managers, ScienceSoft came up with the following functionality: 

  • A comprehensive CRM profile houses available client information delivered by enterprise systems (like contact details, wish lists, orders) and entered by the Customer’s team members (like client’s character traits, behavioral characteristics, personal style). 
  • Automated case management is achieved by creating customer service teams in the CRM and adding assignment and escalation rules for case flows. 
  • ScienceSoft created experience surveys sent to clients automatically after their interaction with companies. To let the Customer get direct feedback on their service while remaining non-intrusive for clients, ScienceSoft provided for a convenient wayof conducting surveys by email and the possibility for the staff to turn off surveys in a CRM profile. 
  • A two-step loyalty program was implemented to maintain an appropriate level of exclusivity for luxury retail. The CRM system automatically assigns scoring levels based on the predefined criteria, then sales teams check the levels in clients’ profiles and reward them accordingly. 
  • Referrals serve as an internal communication channel for the Customer’s businesses. When needed, they inform one another about clients’ needs and interests, book services and ensure that clients are welcomed as long-awaited guests. 

Operations management benefits included:

  • A set of calendars (business facility, personal, working hours and business). 
  • Goal setting and management functionality. 
  • Personal dashboards for sales activity monitoring. 
  • Facility management for storing comprehensive information about the infrastructure.. 

The Results

With the CRM, the Customer brings their companies under one umbrella. Having their client data centralized and daily processes automated, the Customer upgrades client service within their whole business to a new quality level – team members serve repeat clients and cross-sell more effectively while the risk of human negligence regarding client service is minimized. Business managers get real-time analytics concerning customer management activities and are always up-to-date with current cases, goals, and scheduled activities of their team.