XRM

case studies

See how it works when we work on it

With the subsequent hike in the crux of technology over the years and ever growing competition among various world class enterprises, seeking vantage over each other in the global markets, an expert level solutions to the problems is required by an enterprise or a business process to face the future high level challenges and in turn receive a concrete business results. Team up with XRM Labs to achieve such benefits!

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AI-Driven Cylinder Scanning System and Auto-Approval System

XYZ Company, a prominent distributor of refrigeration gases and air conditioning products in the U.K. for over 20 years, has always prioritized environmental safety. However, the company faced challenges in the manual verification and approval of gas cylinders—both during transactions and when they returned to the warehouse in an empty state. This process was not only time-consuming but also prone to errors.

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Temple Token Queue Manager

In the Greenwich area of the U.K., a Hindu temple faced multiple challenges in managing many visitors, especially during busy Hindu festivals. The temple administration struggled to ensure smooth prayer offerings due to the limitations of a manual token system, resulting in overcrowding, confusion, and occasional mishaps.

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Implementation of Cross-Reference Application through Canvas App

Our client ABC, a privately held corporation that has been Melbourne's and Launceston's gateway to the world, is focused on business transformation through streamlined operations, enhanced customer experiences, and optimised asset utilisation.

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Automated Inspection Process

One of our clients, ABC, is a pharmacy regulator organization in Great Britain that regulates the standards for pharmacists, pharmacy technicians, and registered pharmacies in Great Britain. ABC’s main job is to protect, promote and maintain the health, safety, and well-being of members of the public by upholding standards and public trust in pharmacy.

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Document Management in SharePoint with AI Builder

ABC Group, a professional education company with leading brands that provide learning solutions to licensed professionals, announces that the company has acquired Becker Professional Education and On Course Learning. It has become the most admired professional learning company in the world.

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Civil Contractor Performance Reporting System through Power BI

One of our clients in the UK deals in the Civil Engineering domain as one of the biggest contractors that have operated in Scotland for nearly 60 years. ABC operates across Scotland and beyond, working on Marine projects, Water Management, Infrastructure, and Energy.

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Sales Performance and Forecasting System

Our client ABC Company is a leading IT Services Provider Company that helps align business goals with technology. It has provided a single point of excellent & cost-effective service for all its customer's ICT (IT Support, Cloud & Telecom) requirements for over 15 years. They work with their customers to develop a cloud strategy that aligns with their business needs. They have vast experience in IT Support, Telecom & cloud services for aligning business goals with technology with the help of expertise & advanced technology.

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Gas Cylinder Refilling and Tracking System

Our client XYZ Company is one of the largest Refrigeration and Air Conditioning products distributors and has provided excellent and cost-effective service to its customers for over 20 years. They are providing technical and after-sales support with the help of the engineering team and advanced technology. The company takes all the safety measures to protect the environment.

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Supply Ordering Portal Management

Our client XYZ is from the USA and provides extraordinary, professional, and reliable commercial cleaning and facility maintenance services. XYZ has established itself as the ideal commercial cleaning and facility maintenance solution for more than 35,000 locations like commercial offices, health care, banking, and industrial facilities. They do this daily and at every location through a national network of first-class certified cleaners, insured subcontractors, and franchised cleaning operators.

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Power BI Dashboard to Monitor Shared Mailboxes

XYZ is an organization in the USA that helps the underserved and at-risk disabled population in their quest to receive all the disability benefits they medically, legally, and ethically qualify for from both government and private entities. They develop medical evidence that helps their clients navigate the complex disability benefits journey to improve their life course. Helping people with disabilities receive the benefits they are medically, legally, and ethically qualified for.

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Mobile App to Book Sport Activities for Children

XYZ is an organization in the UK that provides sports and activity childcare during every school holiday. It was already using an online booking portal for parents to book activities for their children. However, staff and parents had to use a desktop computer to make bookings. The client wanted a handier solution allowing bookings from anywhere without dependency on computers.

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Mobile App to Organize Sports Activities at Sports Venue by Staff Members

The same UK-based organization required a mobile app for staff members such as coaches to manage activities during children's visits. This ensured smoother handling of bookings and on-ground activity management during school holidays, enabling more active engagement and less screen time at home.

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Network of Independent Truck Stops and Service Centers

ABC is a nationwide network of independent truck stops, fuel stops, and service centers in the USA. ABC also offers membership to partners for sales, marketing, and operations of these centers. Their public-facing programs provide free services to professional drivers, ensuring seamless travel support across the country.

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Online Student Attendance Portal with Salesforce at Backend

ABC is a Pinewood UK-based institute offering professional courses such as scriptwriting, FX & prosthetics, costume, makeup, and animation for students aspiring to join the screen industry. Since 2012, they have trained thousands of crew members for blockbuster movies and TV shows. The portal helps manage attendance efficiently using a Salesforce backend.

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Cleaner Service Assurance Mobile App for Android and iOS

Our client XYZ is from the USA and provides extraordinary, professional, and reliable commercial cleaning and facility maintenance services. XYZ serves over 35,000 locations such as commercial offices, healthcare facilities, banks, and industrial sites, using a network of certified, insured subcontractors and franchise operators.

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Quality Inspection Mobile App for Android and iOS

Our client XYZ is from the USA and provides extraordinary, professional, and reliable commercial cleaning and facility maintenance services. XYZ serves more than 35,000 locations including commercial offices, healthcare, banking, and industrial facilities through a network of certified, insured subcontractors and franchised operators.

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Open Case Follow-Up Mobile App for Android and iOS

ABC is a leading IT company based in the UK that provides technical support and services such as cloud migration, backup/storage, Office 365, hosting, and Azure. As a preferred regional supplier of IT hardware, ABC helps clients troubleshoot and resolve technical issues efficiently.

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Perform Online Survey for Healthcare Organizations

XYZ is a non-profit organization in Saudi Arabia offering quality and safety consulting for healthcare institutions. It is the official accreditation agency for governmental and private hospitals in the region, aiming to elevate healthcare standards and ensure patient safety across Saudi Arabia.

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Online Sharing/Integration of Official Documents from SharePoint to Website

ABC is a leading company in New Zealand specializing in water tanks, pumps, and wastewater treatment systems. With expertise in central and underfloor heating systems, ABC uses SharePoint to manage and share official documents across its national heating projects.

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Data Migration from Salesforce to MS Crm 365

ABC is situated in Australia. ABC has been working with consultants, integrators, and organizations to build solutions that use biometric technologies to improve and automate business processes and provide security check devices. ABC were using Salesforce CRM for past few years and wanted to upgrade to another CRM that addressed their needs and improved coordination for the overall sales, marketing, and customer service efforts.

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Data Migration from Maximizer Crm to MS Crm 365

XYZ is situated in the UK and provides IT services to its clients. They primarily focused on businesses, government, domestic, and content providers and mobile wireless companies. XYZ was using Maximizer CRM for years to manage customer service requests and wanted to upgrade to a new CRM that better addressed their evolving needs.

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Online Childcare Booking System

XYZ is an organization in the UK that provides sports activities and childcare during school holidays across the Midlands. They offer a fun, safe, and flexible solution where children can participate in activities like cricket, dance, and football. Parents book online to keep kids active during holidays instead of staying idle at home. XRM Labs helped streamline this booking system.

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Online Web Portal to Purchase Certification Courses

ABC is a Plumbing and Heating Contractors organization in the UK, committed to improving professional standards and customer satisfaction. They offer certification courses to ensure best practices are followed. XRM Labs developed a robust web portal for managing and purchasing these certifications online.

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Website Contact Us to CRM Lead

ABC Company, a large facility management firm, maintained a strong online presence and used MS CRM 2013 for managing sales. XRM Labs integrated their website’s contact form with the CRM system to streamline lead capture, ensuring more efficient handling of inquiries and better follow-up processes.

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Fundraising Solution for Not For Profit Organization

This nonprofit in Australia aimed to build stronger communities but lacked efficient donor tracking, relying on spreadsheets and paper files. XRM Labs implemented a CRM-based solution that centralized donor data and dramatically reduced administrative effort while boosting donor satisfaction and engagement.

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Health Services and Hospital/Health Care Management Solution

A nonprofit healthcare provider in South Australia, serving children with Autism Spectrum Disorder, struggled with scattered records and manual scheduling. XRM Labs delivered a customized CRM that unified patient case files, appointments, and treatment planning—achieving the highest customer satisfaction since inception.

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Membership / Associations Management Solution

ABC Association in Sydney, Australia, needed to better manage growing membership volumes and communication gaps. XRM Labs implemented a connected CRM and DNN-based portal solution that resolved lead management issues, improved communication, and streamlined operations for both staff and members.

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XERO MS CRM Connector

XYZ, an Australian organization focused on leadership training for top management, used multiple paid events, seminars, and consultations. They maintained financial records using Xero, while also using Dynamics CRM 2011. Due to no synchronization between them, they faced issues like redundant data and reduced ability to close sales.

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Social Media Integration in Microsoft Dynamics CRM

A nonprofit leader in Singapore needed CRM integration with social media to improve outreach and donor engagement. Their existing CRM lacked this, making them miss opportunities to reach thousands of potential supporters online.

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Chase Paymentech Integration into MS Dynamics CRM

A US soldier federation organization needed CRM integration with Chase Paymentech for handling all payment methods directly from CRM without switching platforms. We delivered a seamless payment workflow inside CRM.

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GFI Max Monitoring Integration

A UK-based company maintaining computer systems used GFI Max software. They needed CRM integration for easier monitoring and management of client systems through a central dashboard.

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Online Scheduling of Property Handover

A UK real estate company needed automation in booking site visits for apartment handovers. We built an online portal to notify, schedule, and track appointments efficiently.

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SharePoint and Website Integration

ABC in New Zealand needed seamless document sharing from SharePoint to clients. We implemented a secure, efficient link-sharing system embedded in their workflow for quick access and collaboration.

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Travel & Location Finder App

Our UK client supports tourists exploring the North Highlands. We developed an Android/iOS app to plan routes, explore points of interest, and access itineraries via interactive maps.

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Managing References and Demos in CRM

A Canadian IT company offering ERP solutions needed a better way to manage client demos and references within MS CRM 2013. We developed a streamlined tracking system tailored to their workflow.

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