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!

Enhancing Text Input Efficiency with Auto-suggestion

One of our clients, ABC in Australia, was using an existing online timesheet system where employees were required to enter daily work details for each project assigned to them. In addition to filling out timesheet entries, employees had to clock in and out and use other standard features of the timesheet software

AI-Enabled Email Template Generation

One of our clients, ABC, based in Australia, used a customized online web CRM system that required employees to create and send various emails daily. These emails addressed multiple topics, including internal communications and client messages regarding sales, product updates, promotions, etc.

Smart Time Entry Validator Bot

The Smart Time Entry Validator Bot was developed and implemented for a U.S.-based client, integrated into their Power Portal-powered timesheet and invoicing application. Many organizations face challenges with vague or incomplete time entries, where employees often submit generic descriptions such as “all tasks done,” complicating management’s ability to accurately assess work completed.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Interested in our services? Still not sure about project details? get a quote

Online Sharing/Integration of Official Documents from SharePoint to Website

ContactUs

Name:

Email:

E-mail is not valid

Phone:

Company:

Description:

File (Upload):

Submit RFP

Connect with us

Our SAP & OpenText VIM Services

Consulting

Expert SAP and OpenText VIM consulting to optimize business processes, enhance compliance, and drive digital transformation.

Implementation

Seamless SAP and OpenText VIM implementation with AI-driven automation and real-time data analytics for enhanced efficiency.

Integration

Connect SAP with third-party systems, ERP solutions, and cloud applications for a unified and scalable enterprise ecosystem.

Upgrade

Upgrade to the latest SAP and OpenText VIM versions with minimal downtime, ensuring compatibility with AI, ML, and RPA technologies.

Rollout

Efficient SAP and OpenText VIM rollouts across global business units, ensuring regulatory compliance and process standardization.

Intelligent Process Automation

Enhance efficiency with AI-driven invoice processing and workflow automation.

Seamless Cloud & Hybrid Deployments

Deploy SAP and OpenText VIM on-premise, cloud, or hybrid environments with full scalability.

End-to-End Digital Transformation

Modernize financial operations with AI, ML, and blockchain-powered solutions.

Enhanced Data Security & Compliance

Ensure regulatory compliance with robust security measures and audit trails.

SAP S/4HANA & OpenText Optimization

Leverage SAP S/4HANA and OpenText VIM for faster document processing and analytics.

Real-Time Business Insights

Enable data-driven decision-making with advanced analytics and reporting.

Get in Touch

Unlock Efficiency with SAP & OpenText VIM

Our D365 CRM Services

Hello

Consulting

Our expert consultants assess your business needs and design a tailored CRM strategy. We ensure your D365 CRM implementation aligns with your goals for maximum efficiency.

Customization

Enhance your CRM with customized workflows, automation, and UI enhancements. Our tailored solutions help optimize processes and improve user experience.

Migration & Upgrade

Seamlessly transition from legacy systems to D365 CRM with minimal downtime. We ensure data integrity and system compatibility for smooth operations.

Integration

Connect D365 CRM with third-party applications, ERP systems, and productivity tools. Our integration solutions enable a unified business ecosystem.

Reporting

Gain real-time insights with custom reports and dashboards. We help you visualize data for informed decision-making and improved performance.

Support

Our dedicated support team ensures uninterrupted CRM functionality. From troubleshooting to upgrades, we provide ongoing assistance for optimal performance.

Enhanced Productivity

Automate processes and reduce manual tasks to improve efficiency.

Scalable Solutions

Adapt your CRM as your business grows with flexible customization.

Improved Customer Engagement

Leverage data-driven insights to personalize customer interactions.

Seamless Integration

Connect with existing tools and applications for a unified workflow.

Real-time Analytics

Make informed decisions with real-time data and reporting capabilities

Reliable Support

Access expert assistance to keep your CRM running smoothly.

Get in Touch

Let's Elevate Your CRM Experience

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.

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.

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.

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.

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. .

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. .

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. .

Lead Management Using MS CRM 2016

One of our client XYZ Company is a financial organization that acquires lead from various sources. These leads were assigned to their sales team for further follow ups. Management wanted see reports and charts to understand the progress being made by the sales team .

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. .

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.

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.

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.

D365 CRM

SharePoint

Mobile

SAP

QA/Testing

Others

case studies

See how it works when we work on it

Our SAP & OpenText VIM Services

Consulting

Implementation

Integration

Upgrade

Rollout

Why Choose Our SAP & OpenText VIM Services?

Intelligent Process Automation

Seamless Cloud & Hybrid Deployments

End-to-End Digital Transformation

Enhanced Data Security & Compliance

SAP S/4HANA & OpenText Optimization

Real-Time Business Insights

Get in Touch

Our D365 CRM Services

Consulting

Customization

Migration & Upgrade

Integration

Reporting

Support

Benefits of D365 CRM

Enhanced Productivity

Scalable Solutions

Improved Customer Engagement

Seamless Integration

Real-time Analytics

Reliable Support

Get in Touch