Business segment
Manufacturing & Distribution
Organization size
300+ employees
COMPANY PROFILE
Well Known manufacturer and distributor of protective eyewear and onthe-job safety wear, sunglasses and not limited to sports optical utility purpose wear. Other most successful line of products such as gloves, protective and climate control wear for tactical and racing outdoor activities.
CHALLENGE
Customers were using old CRM applications talking to their production floor and distribution systems used by product design, Research lab, Sales and Marketing teams. Client made it clear that we want to phase out old applications but not immediately which means running both old and new Dynamics 365 Customer Engagement side by side. Neoteric365 took a phased implementation approach starting with discovery of existing solutions and chalking out upstream, middleware and downstream systems.
SOLUTION
- Business unit wise operational implementation
- Data migration spanning over 5 years from 5 entities
- Manage Campaign, Marketing leads, prospects, customers and offers
- Sync data from old CRM to Dynamics 365 Customer Engagement
- Developed custom forms for Customer, Dealer
- Power automate based automatic case creation and approval matrix
- Flexible email templates for each process
RESULT
- Huge historical data migration into new CRM
- Enhanced features with automated process
- Integration without affecting old system and performance
