post

Dynamics CRM integration case study- Real china group

Client Profile

Real China Group specializes in providing high-quality business visits and leisure tours to China. Their MBA services provide top notch help to MBA programs traveling to China. Real China is a market leader of china tour market. They are committed to providing high-quality travel services to the people with broadly ranging interests. Real china offers everything from MBA china tours with company visit, study tours, and adventures tours. With professional staff based both in the United States and China, they are unrivaled in their ability to respond quickly to their client’s needs and break down the communication barriers that make trip-planning a challenge.

Business situation 

Real China Group has a CRM software to handle their customer services and numerous other tasks. The company was facing difficulties in using it appropriately and required some customization according to their business needs. Along with CRM integration, The Company was looking to integrate their outlook, OneNote, and SharePoint accounts to their CRM Software.

Cynoteck Solution 

Real China Group engaged with Cynoteck technology to get CRM Customization as per their business needs. We provide a comprehensive CRM Customization solution to real china group to manage their Customer services, sales, and marketing functions effectively. We integrated their Outlook, OneNote and SharePoint account with their CRM software which improved the productivity of sales and marketing department of the company.

Value added

FASTER TURNAROUND TIME – with loads of automation and intuitiveness added to operations. Overall turnaround time of business has been greatly reduced leading to increased business and customer satisfaction

TIME –Cynoteck Completed the CRM Customization, outlook and One note integration within 8 weeks.

COST-EFFECTIVE – With above mention solutions, Cynoteck provides a cost-effective solution which improves the overall business efficiency.

AGILITY: As the provided solution is the part of Dynamics CRM that why we ensure that the solution provides flexibility and agility to be scaled up as per business needs.

FUTURE READY – System is scalable and extendable to meet any business requirement in future over satisfaction.


Business Requirement

  • CRM Entities Customization  
  • Outlook integration
  • SharePoint integration
  • One-Note integration
  • Solution Delivered

  • CRM Customization done accordingly 
  • Outlook integration done
  • SharePoint integration done
  • One-Note integration done
  •                                                                                                          

    Benefits

  • Now the process is customized as per their business requirements
  • All the appointments can be synced in his outlook calendar 
  • SharePoint and One Note integration done

  • post

    Dynamics CRM customization case study- MGO

    Client Profile

    MGO offers a diverse array of assurance, tax, consulting, outsourcing and advisory services to clients that range from aerospace and engineering firms, to hospitals and nonprofit foundations – from the largest government entities in the country, to the biggest celebrities in Hollywood. MGO is ranked as one of the top CRP firm in the nation according to Accounting Today & inside public accounting. The Firm has been Awarded the “the best of accounting” designation in client satisfaction by an independent research firm.

    Business situation

    The sales team of the company was facing difficulties to get details about the sales process of the company. In actual, the Company was looking for a systematic approach to selling their services and organize their sales process. The company was also want map their sales process to improve the sales team productivity.

    Cynoteck Solution

    Macias Gini & O’Connell LLP engaged with Cynoteck to get the best possible solution of its sales problem. Our Dynamics CRM experts analyzed given problem and found the best possible solution in dynamics CRM. We created two reports in Dynamics CRM for MGO group. One is ‘Pipeline Report’ and another is ‘Win/Loss Report’. These reports helped MGO group to see expected potential sales opportunities and set goals for their Sales team. This report also displayed them a detailed chart of potential sales grouped by users, dates and products etc. Result shown in Pipeline report are filtered by lead stages. Finally, a customized Pipeline report helped MGO group in identifying health status of their sales pipeline and areas of improvement within Sales Process.

    Value added 

    FASTER TURNAROUND TIME – with loads of automation and intuitiveness added to operations. Overall turnaround time of business has been greatly reduced leading to increased business and customer satisfaction.

    TIME – Cynoteck delivered the complete sales pipeline report to the client within 8 weeks.

    COST-EFFECTIVE – With Sales pipeline set up and report Cynoteck provides a cost-effective solution which improved the sales of the company.

    Agility:  As the provided solution is the part of Dynamics CRM that’s why we ensure that the solution provides flexibility and agility to be scaled up as per business needs.

    FUTURE READY – System is salable and extendable to meet any business requirement in futureomer satisfaction.


    Business Requirement

  • Pipeline Report in dynamics CRM  
  • Contact Report
  • Solution Delivered

  • Pipeline report that displays details sales process
  • Contact report that displays details of all contacts in CRM grouped by their owner
  • Benefits

  • Able to get details of sales process of the organization
  • Able to view details of every contact in CRM