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.
