Web to Lead Integration With MS Dynamics CRM

MS Dynamics CRM Implementation for Photography Agency

Project Overview

NOW Corp enables businesses to get paid immediately, through its innovative payment system, NOW account. This system enables businesses to get their actual revenue instantly allowing them to get more business without the pressure and risk of being a free bank to their business and customers.

business Challenges

  • NOW Corp was seeking Web to Lead integration with its MS Dynamics CRM.
  • Lack of a provision to pull data from the existing CRM and store in an external database.
  • Now Corp was looking for a system to connect business to payees by capturing all relevant payment details.
  • Absence of a system to capture and centralise customer queries and issues in the existing CRM.
  • Absence of a system integrator to outsource maintenance and support of their CRM platform.

Solutions

  • Microsoft Dynamics CRM was implemented to manage and centralise customers, contacts and payment information on a singular platform.
  • Call center queries were automatically captured in Dynamics CRM using Case Management.
  • We provided a monthly package to maintain and support the implemented MS Dynamics CRM system during peak and off-peak hours.
  • Case Creation on the basis of email received on the specific email ID.
  • Automated Case Creation with respect to contact’s map of email ID.

Tools & Technologies

  • Tool and Technologies: MS Dynamics 365, DotNet (C#)
  • Project Management Tool: YouTrack
  • Team Communication : Slack
  • Team Size: 1
  • Implementation Model: Agile
  • Engagement Model: Offshore

Benefits Delivered

  • Case creation process was automated.
  • Implemented MS Dynamics CRM became the single source of information for customer and contact details.
  • Management can focus on their core deliverables as maintenance and support has been outsourced now.
  • Operational efficiency has grown manifold.
  • Consistent, immediate, and automated customer support.

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Jamie Smith
Founder & CEO
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