Microsoft Dynamics CRM Customized Solution

Problem Background: The client is a provider of different kinds of commercial refrigeration systems and in business for more than 30 years. The client has a global customer base. To improve relationships with customers, automating sales and service processes, tracking task and events, centralizing customer data, and for boosting sales and marketing the customer wanted to use Microsoft Dynamics CRM platform. But out of the box Microsoft Dynamics CRM platform doesn’t provide much flexibility and scalability. For business functions/activities like creating custom contracts, relating order and incidents, managing shipments and product costs etc. the client did not have features available in native Dynamics CRM platform.

TechPerspect’s Solution:TechPerspect provided a customized solution that could run on top of Dynamics CRM platform.The solution includes the following features:

  • Customized sales business process flow from qualifying lead to contracts creation
  • Creation of connections between accounts,opportunities and contacts
  • Managing product shipments, freight costs and calculating profits
  • Customized sales, service & marketing business process flow
  • Centralized customer data

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