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Dynamics CRM reports migration for a fortune 500 company

Client Profile

The company is a financial and professional services firm specialized in commercial real estate services and investment management. A fortune 500 company whose leaders are committed to create a value for their clients and shareholders. With more than 78,000 employees across 300 corporate offices worldwide, serve the local, regional and global real estate needs of corporate and investors in more than 80 countries. Their integrated services offering is grounded in expertise in all property types, a deep understanding of real estate markets and capital markets, and is coordinated and consistent across geographies.

Business situation

Presently, the company is handling all their business through On-premises CRM.  They are maintaining their business process flow by using reporting services. When they approached Cynoteck, the company was using on-premises reporting services. They wanted to switch their On-premises reporting services to Online reporting services.  To achieve it, all the on-premises SQL query report need to be translated into Online FtechXML query reports because SQL query reports do not work in Online CRM.

Cynoteck Solution

The company engaged with Cynoteck to get the best possible solution of its requirements. Our Dynamics CRM experts analyzed the given requirements and found the best possible solution of their problem in Dynamics CRM. We developed the Online FetchXml reports for the corresponding On-Premise Sql reports for all the worldwide regions of the company. We successfully created the reports by using visual studios. We converted these reports within given time frame and fully satisfied the client. Due to our quality work, we are still working with this prestigious organization.

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 converted major on-premises reports into Online reports within 8 weeks.

COST-EFFECTIVE –By converting on-premises reporting services to online reporting services 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

  • Conversion of on-premises CRM reports into online CRM reports in Dynamics CRM
  • Dynamics CRM Support 

Solution Delivered

  • Convert On-premises CRM reports into Online CRM reports  
  • Provided CRM support
  •    

Benefits

  • Able to manage their sales team and its operations Effectively
  • Able to track reports anywhere

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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

 


Client Testimonial

Everyone that I’ve worked with at Team Cynoteck is professional, efficient, and extremely helpful. They all are very proficient in CRM and have help guided our firm for the last year. Each of the team members at Cynoteck that we have interacted with are a real team player.