Dynamics CRM for broker company

Business need

Upgrade from Dynamics CRM 4.0 to CRM 2015 in order to increase usability and functionalities in sales and services modules.

What we did

Full functional upgrade from Dynamics CRM 2011 to CRM 2013 to CRM 2015.
Making improvements in how the company manages email directly from Dynamics CRM.
Implementing dynamic Excels.
Integrating Dynamics CRM with Outlook.
Integration with Cisco Call Manager.

Technologies

Microsoft Dynamics CRM 2015

SiiCareer – a solution for Career Offices

Creating a dedicated solution for Career Offices, supporting their effective functioning and improving the cooperation with graduates and partners of the Academy.

CRM – SAP integration

CRM – SAP integration in the areas of: offering, sales, financial, inventory and manufacture data interchange.

Sales and service modules for print industry

Upgrade from Dynamics CRM 4.0 to CRM 2015 in order to increase usability and functionalities in sales and services modules. The project was a pilot implementation within a group.

Dynamics CRM for sales and after sales processes

Dynamics CRM implementation was caused by the need of supporting big number of loans given and thus the number of documents generated in the process.

Dynamics CRM for a Corporation operating on 4 continents

Advanced support of Dynamics CRM business users located in various time zones.

Dynamics CRM for banking industry

Implementation of the tool supporting the work of regional advisers of corporate client and allowing the management of the sales department to monitor sales KPI.