Case Study to capture Leads through CRM

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.

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.

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.

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.

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.

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.

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.

Mobile App to Book Sport Activities for Childrens

XYZ is an organization in the UK that provides sports and activity childcare during every school holiday. it already using an online booking portal for the parents so, they can book sports activities for their child. Each time anyone whether parents or staff on the behalf of the parent required to perform a booking they need to get a hand on any desktop computer. So, the client wanted a much handier solution for this so anyone can book from anywhere no dependency on computers.

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

This XYZ organization takes bookings from the parents for their children during school holiday time so the children could spend the holidays much actively than sitting idle at home or just watching Television. In addition to the above, several employees, like coaches and staff members in this organization who were involved in managing children when they came to the venue to take part in sports. They required some handy applications to manage the activities among the children.

Network of Independent Truck Stops and Service Centers

ABC is a big distributed network of all over nationwide of independent truck stops, fuel stops and service centers in USA. ABC also provided membership to others to work with them in the sale, marketing, purchasing and operated truck stops and service centers nationwide. ABC has a large number of recognized public-facing program. It offers free of charge services to all professional drivers.

Online Student Attendance Portal with Salesforce at Backend

ABC is a well-known organization in Pinewood UK which provides professional courses like script/assistance directing, make up hair wigs, FX and Prosthetics, costume, animation etc. to their students so they can be employed in screen industry and do make ups of films actors. Since 2012 ABC have trained thousands of crew members who work on major International blockbuster films and high-end TV productions made in the UK.

Cleaner Service Assurance Mobile App for Android and iOS

Our client XYZ is from USA who 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 office, health care, banking, and industrial facilities. They do this every day and at every location through a national network of first-class, certified cleaners, insured subcontractor and franchised cleaning operators.

Quality Inspection Mobile App for Android and iOS

Open Case Follow-Up Mobile App for Android and iOS

ABC is a leading IT company situated in UK, it provides technical support and services like moving to cloud, backup/Storage, office 365, hosting, Azure etc. ABC is a preferred supplier in the region for the procurement of IT hardware, it helps its clients to troubleshoot and resolve technical issues.

Perform online Survey For Health Care Organizations

XYZ is a non-profit organization in Saudi Arabia that provides expertise and guidance to healthcare institutions across the country for improving the quality of services and patient safety. This organization is official agency authorized to grant accredited certificates to all governmental and private healthcare facilities operating in Saudi Arabia. The Motive of this organization is to improve healthcare quality and safety standards for the governmental and private hospital across the Saudi region.

Online Sharing/Integration of Official Documents from SharePoint to Website

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 another CRM which address their needs and improved coordination for the overall sales, marketing and customer service efforts.

Data Migration from Maximizer Crm to MS Crm 365

XYZ is situated in UK. XYZ provides IT services to its clients. They primarily focused on businesses, government, domestic and content providers and mobile wireless companies. XYZ were using Maximizer Crm for past few years for managing their customer service request and wanted to upgrade another CRM which address their needs and improved coordination for the overall sales, marketing and customer service efforts.

Online Childcare Booking System

XYZ is an organization in UK which provides sports activities and childcare during every school holiday at different venues throughout the Midlands and offers you and your child a safe, fun-filled, flexible and affordable childcare solution. The primary focus of this organization is to provide childcare in a much more active/efficient way in which children can get involve in physical activities like cricket, dance, football etc. types of activities. So this organization accepts bookings from parents for their children during school holiday time so that the children could spend the holidays much actively rather than sitting idle at home or just watching Television.

Online Web Portal to Purchase Certification Courses

ABC is a Plumbing and Heating Contractors organization in UK which help in plumbing and heating contractors to run professional and profitable businesses, whilst ensuring consumers to have a better standard of workmanship and service. ABC encourages training and best practices to be followed within the industry, providing consumers with the reassurance of quality service. This organization provides the Certification courses to the Plumbing & Heating Contractors in UK so that their work is carried out to a professional standard.

Website Contact Us to CRM Lead

ABC Company is a large facility management firm. As a part of the web advertisement strategy they have a website which lists down their innovative services, speciality, human resources and leadership. The company used a well known "Content Management Tool" for managing their website. For effective management of sales process the company also uses MS CRM 2013 online edition.

Fundraising Solution for Not For Profit Organization

Customer is a recognized 'Not For Profit' leader in building stronger and more vibrant community. Their mission is to inspire people to help others, increasing resources to meet needs and fostering innovative solutions to problems. Using a combination of Microsoft Office Legacy system, they did not have an efficient way to track donor information which created daily hours of administrative task for the employees excel spreadsheets, paper documents.

Event Management Solution

XYZ, one of the leading Event Management Companies which is situated in Melbourne, Australia used CRM for automating their processes and improved their efficiency. They started their operations in late 1990’s. They cater a large section of society in organizing variety of events. From organizing business seminars, conferences, chat shows, to debates, interviews and discussions. They wanted an integrated system to manage databases and automate some of their processes for better management. The company had some branding issues as well as security concerns about the payment, purchasing gift vouchers and tickets of event. Guest Speaker’s biographies as well as their engagement management for the events were manual and were prone to errors. They also wanted venue management and room management, etc. XRM Labs helped them in automating these processes, which helped them in effective resource management. They distributed activities to the corresponding skilled and experienced managers, etc. The customers were now confident in purchasing tickets for their favorite shows. The audience turnover for each event increased as well as the events and Guest speakers were happy to get personal attention. With the provided solutions they got improved customer satisfaction and higher revenues by effectively managing things.

Health Services and Hospital/Health Care Management Solution

A health care, charitable and not for profit organization in South Australia, established in early 1960’s provide services to children with Autism Spectrum Disorder and their guardians. Autism is a disorder in which a child suffers in delays in social skills, mental and language disorders. The guardians and teachers need special training. The patients are given treatments like therapies, physical and behavioral training, consultation, and very few times medications. The trainers, doctors, consultants, therapists, etc. are contacted for training and treatment schedules, their database and appointments are to be managed. The child and their parents are contacted for diagnosis and if detected positive then for treatment. Case files were maintained for individual patients, etc. In this organization number of patients increased and result was mismanagement. The reason was scattered databases, case files, appointment files, etc. Everything was manually managed by the internal staff and nothing was organized. Information retrieval was too long and most of the time information was lost. XRM Labs helped them through customized CRM implementation. Most of the issues were resolved but the best results were “highest customer satisfaction since inception

Membership / Associations Management Solution

‘ABC’ Association is one of the top Business Supporting Association in Sydney, Australia. They started their operations in late 1990’s. It is now a big business supporting association having big partners and other member support. The association wanted to expand its operations but it was not equipped with the tools required for managing the volume of members. It also faced problems like missing leads. The leads were not managed properly. Member communication was poor and staff did not have sufficient information to provide good quality interactions with the members. Premium members needed special attention. Manual e-mail system was becoming a mess. XRM Labs suggested them a fully functional XRM portal service. It connected their website with the CRM System and also provided Content Management through DNN (Dot Net Nuke). After implementing the system, the efficiency was improved tremendously. The Member service delivery also improved. Better fund and staff utilization, Renewal management and new members were managed effectively. Payment was more secure. An important issue of lead management was solved. The leads were now not missed as they were managed through CRM.

XERO MS CRM Connector

XYZ an Australian organization, with primary focus on providing leadership skills training to the top management of different industry verticals. For imparting training XYZ used to organize many paid events, seminars and private consultation and one to one chat reviews. For maintaining financial records XYZ uses Xero (http://Xero.com) which is an online accounting software. XYZ Company is also using Dynamic CRM 2011 as its CRM solution. As XYZ Company is using two different software working independently and there was no synchronization between them, it faced problems like having duplicate/redundant data in both the system as synchronization was done manually, Xero which is the accounting software was not getting the updated customer contact information from the CRM system (generally salesperson have the latest contact information about the customer and salesperson were using CRM system only), in the same way sales persons were unable to look at the historical invoices and the status of their customer in the CRM, thus reducing their ability to close the sales faster.

Social Media Integration (Facebook and Twitter) in Microsoft Dynamics CRM-2013 for a client in Singapore

Customer is a recognized not for profit leader in the Singapore region. It has several volunteers and financial philanthropists. The company work on various projects ranging from education, social, arts etc. Have an extremely close tie-up with the Government of Singapore to share data about people working for them or financial remuneration being paid to them.

Presently they have a CRM solution created by for maintaining a list of Volunteers and donors. With the advent of social media people tend to be more informed through these sites rather than traditional mode of communication. Unfortunately the current CRM solution that they have does not include any kind of social media integration. This requirement may not seem important but our research has led us to believe that this organisation is missing out from reaching to its thousands of loyal support base. This in turn harms the organisations goal to help the society. Any program that the organisation launches, it needs people to know, irrespective if they join or not.

Chase Paymentech Integration into Microsoft Dynamics CRM 2011 for a US client

XYZ is a USA based soldier federation organization which provides fundraising & awareness towards their services. They basically provides memberships for the services they offer.

For maintaining financial transactions, XYZ Company uses Chase PaymenTech (https://www.chasepaymentech.com/) which is an online payment gateway. They also use MS Dynamics CRM. Their customers can do transaction by various methods using credit cards (i.e. Onetime Payment, Recurring Payment, Deferred Payments). They want CRM integration with Chase PaymenTech for all type of transactions. They do not want to access Chase PaymenTech gateway for transaction details. Transaction should be created from CRM and their data synchronized with Chase PaymenTech accordingly. Company was facing challenges in integrating Chase PaymenTech gateway for various payment methods.

GFI Max Remote Monitoring Software To Microsoft Dynamics CRM 2013

XYZ is a company in United Kingdome. The primary focus of this company is to maintain computer systems of its clients, spread all over UK. For doing so they use GFI Max Remote Monitoring software. This is a third party software which once installed on the client machine with a valid key to identify a GFI client, has the ability to send the information about the health of that machine back to its server. GFI then provides its registered user a dashboard on its site, where they can see what is going on with the systems registered under them.

Online Web Portal To Automate Scheduling Of Property Handover Meeting.

XYZ is well-known privately owned business company is another one of our client in UK. XYZ deals in real estate and hospitality sector with a proven track record in delivery of housing project to their customers. For delivering properties to client XYZ book a meeting to attend site with XYZ company representatives to self-snag their apartment. For this process the clients receive notification of completion of their apartments and are given a date from which they can have their handover to their purchase.

Integration between SharePoint and Website

ABC is one of the foremost companies situated in New Zealand to provide solution to water tanks, water pumps and waste water treatment systems it has numerous heating projects throughout the country, it’s one of New Zealand’s leading experts in central heating and underfloor heating system. It uses SharePoint for storing their official documents. At many occasions ABC had to send word/pdf documents to the client for review and approval. ABC earlier used to send the document location (URL) copied from SharePoint and pasted them in email and then send to the client’s mailbox or sent the document itself as an attachment in the mail.

Travel & location finder Android and IOS App

Our client is from Uk who helps tourist to plan and enjoy their iconic coastal route that covers over 500 miles of the stunning North Highlands. Our client Provides tour and adventure information it has a website which provides all the information regarding the travel routes and site seeing info. The Official website of them helps tourist to plan and enjoy coastal route area adventure with an interactive map, itineraries, blogs and much more! And search across the map to, identify places to stop and see how close you are to great locations and places.

Managing References and Demo in Microsoft CRM 2013

One of our clients XYZ which is an IT company from Canada it sells its diverse and innovative products of ERP. His clients range from small to larger-sized organizations across a wide range of industries–from single-user environments to those with hundreds of users in multiple locations.

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