End-to-end solutions and support for a Leading Multinational Contact Lens company
Client
SynergEyes
Edelweiss Financial Services Limited is an investment and financial services company based in Mumbai, India. Edelweiss is in the business of selling mutual funds, offering insurances and other financial tools to its customers. Edelweiss was founded by Mr Rashesh Shah in 1995 and has its headquarters in Mumbai.
DOMAIN
Consumer Goods
SERVICE CATEGORy
Microsoft CRM Solutions
Time Duration
Data Analytics and Insights
Technologies Used
- Microsoft
- Dynamics
- CRM
Challenges
Technology Challenges Faced
- A solution which could Synchronize data across platforms with their CRM
- Synchronization of Leads and Conversation Data with Microsoft Dynamics
- An intuitive Dashboard to visualize sales and other essential data
Solution
Solution Strategy Overview
MDS Business Analysts extensively studied the client’s business processes, roadmaps, regulatory requirements and legacy systems. Our subject matter experts and architects conducted joint discussions with the customer to completely ascertain the customer’s requirements. After consideration, the MDS team implemented a Microsoft Dynamics CRM solutions tailored to their unique needs within a short timeframe. This custom solution provides Customer Service & Consultation Integration with CRM, Data Integration for sales and fits.
A dashboard was developed to view and manage this data effectively.
The MDS team created multiple software solutions to engage the following
Dashboards and Report
Developed an intuitive interface which can visualize sales, lead funnel and city/state wise sales data for each lens for every account using SynergEyes optics.
Leads and Conversation Data Management
Developed a sync utility which could synchronize all leads and customer conversation records to Microsoft Dynamics.
Data Synchronization
Developed a Windows service which can synchronize user and sales data from the customer’s own sales database with their Microsoft Dynamics CRM. This service can also transfer data to track conversion, sales and leads in Dynamics CRM.
Impact
The Transformative Impact
SynergEyes implementation in Microsoft Dynamics RM has allowed the organization to keep track of all sales and fits data for each lens for every account across different regions. This custom solution helped SynergEyes in making the process transparent. A major benefit of the solution that it was extremely quick to implement and would deliver results quickly. The revamped user experience with the Dashboard allowed SynergEyes’ employees to easily visualize real-time sales and fits data and therefore provide better customer service as a result.
The end result was a more robust and scalable system of operations which streamlined the client’s internal business requirements and management process.
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