Cloud Services Case Study – SaaS Implementation.
Implementation of Microsoft Dynamics 365 CRM for Manufacturing Client
Business Challenge - Why CRM implementation necessitated?
Main Business Problem: Low Sales lead conversion. Only 7%
Our client is leading material testing equipment manufacturer, famous around the world for their brand of equipment. Their clientele spread across the globe. Low sales lead conversion is the main business problem for them. Client have good customer footfall, but their sales lead conversion was very low. Let’s say out of 100 customer inquiries their lead conversion rate was only 7%. Besides that, Client is having almost more than 1100 distributors and at the same time they have database of 1 million customer globally. Also, Client is dealing with multiple suppliers to have inventory across the world. They need real time inventory visibility as well.
The CRM Application needs to be designed to support Sales Lead Conversion Program. Our client’s management team selected Microsoft Dynamics CRM to fulfill their needs and selected Xprowin Consulting to lead the implementation. The Outlook version of Microsoft CRM provided the ability to work within a single interface. Xprowin Consulting was able to customize the CRM application to meet the unique needs of the business. Account, Contact, and Opportunity records were modified in order to meet the specific needs of the collection of manufacturers. Many customized views were created within Microsoft CRM to provide visibility into the day to day activities of salespeople as well as to produce a highly detailed sales pipeline report that could be run by salesperson, product line, sales team, expected close date, and more.
Because of implementation of this solution.
Improving Document Management with Microsoft SharePoint.
Project # 3: Automating New Hire Set Up with RPA in HR department
With a combination of attended and unattended UiPath robots, the client was able to reduce the process time to 3-4 min per new employee from 30 minutes. The increased accuracy of the automation also eliminated the time previously necessary for reviewing and correcting errors. This RPA solution proved to be easily extensible during higher volume hiring times, and by monitoring the automated process, the company was able to improve data input, allocation of resources and error handling.