Project Overview
MetaDesign Solutions developed a Microsoft Dynamics CRM solution tailored to SynergEyes' unique needs, modernizing and streamlining their operations with custom dashboards, data synchronization, and leads management across multiple regions.
Solution Scope and Services
Custom Microsoft Dynamics CRM implementation with dashboards, data sync utilities, and leads management tailored for the medical devices industry.
Dashboards and Reporting
Custom dashboards allowed employees to easily visualize real-time sales and fits data for each lens, per account, across different regions — improving customer service.
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Leads and Conversation Data Management
A sync utility was developed to synchronize all leads and customer conversation records to Microsoft Dynamics CRM for centralized tracking.
Data Synchronization Service
A Windows service was built to synchronize user and sales data from the client's own sales database with Microsoft Dynamics CRM, tracking conversions, sales, and leads.
Key Challenges
Outdated Legacy Systems
The client's systems were significantly outdated, creating inefficiencies in managing their extensive client list and data.
Data Synchronization and Integration Issues
Syncing user and sales data with their CRM was cumbersome and prone to errors.
Scalability for Global Expansion
The client required a comprehensive solution to manage logistics, sales, and customer data across multiple regions.
Results & Outcomes
The implementation allowed SynergEyes to keep track of all sales and fits data for each lens across different regions. The revamped dashboard provided real-time visualization, enabling better customer service and a more robust, scalable system of operations.
