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Fortune 500 industrial process fluids manufacturer

Transition from multiple disparate CRM systems to a single centralized CRM

Context

  • Merger of two large corporations with separate CRM systems and multiple teams
  • Diverse account management processes, and overlapping datasets
  • Leveraged transformational opportunity to overhaul sales processes

Challenges

  • Existing Oracle CRM data model and processes
  • Migration of Dynamics 365 CRM customizations from old system
  • Complex existing processes for offers, trials, and opportunities

Solution

  • Unified global CRM deployment
  • Continuity and expansion with preservation of historical data
  • Standard migration strategy to unify both companies’ processes
  • Role-based dashboards for various stakeholders

Engagement coverage and highlights

  • Lead management
  • Account and contact management
  • Opportunity management
  • Trials management
  • Product catalog management
  • Campaign management
  • Account potential identification
  • Approval workflows and escalations
  • Business unit-based access management
  • Region-based, role-based reports and dashboards
  • Integration with project management, document management tools

Testimonial

“We’ve used Dynamics 365 to build much more than a CRM solution. Thank you Team Advaiya!!”

– Global sales director

Timeline

Solution discovery & Envisioning
6 weeks
Implementation
28 weeks
User adoption
5 weeks
Maintenance & updates, support
Dedicated support team

Outcome

1M+
Records migrated
<18 hours
migration downtime
300+
Data validation workflows
60+
Countries with trained users
50K+
Documents migrated
65%
Data redundancy reduction

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