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Industry

Healthcare Technology

Location

Austin, Texas, USA

Table of Content

Customized CRM Driving Value and Innovation
Customized CRM Driving Value and Innovation
Project Overview
The client is a US-based travel company specializing in educational trips to Asia, including China, Taiwan, Vietnam, Japan, South Korea, Singapore, and others.
Challenge
  • The client's existing CRM software struggled to handle customer services and business tasks adequately.
  • They required immediate CRM customizations tailored specifically to meet their unique business operational requirements.
  • Integration of Outlook, OneNote, and SharePoint accounts with their CRM software was critically needed.
Our Solution
Solution Dashboard

  • We delivered a comprehensive solution to manage customer service, sales and marketing functions effectively. 

  • Integrated Outlook, OneNote, and SharePoint accounts with CRM. 

  • Simplified work processes and increased user productivity through automation. 

  • Smooth transition with zero downtime and negligible business impact. 

Impact/Outcome

Agile Automation

Extensive automation and intuitive design resulted in shorter turnaround times and increased customer satisfaction.

Cost-Efficient Solution

A highly cost-effective solution dramatically improved overall business efficiency through optimized resource allocation and performance.

Scalable Architecture

Scalable platform architecture designed to support future business growth and evolving market requirements.

98+ Projects
59+ Customers/ Partners
77% Repeat Business

Our Technology stack

Java Java
.NET
Swift Swift
Cocoa Cocoa
Testimonials

Our commitment to excellence

Our commitment to excellence is reflected in our clients’ experiences

View All
Testimonial-quote

The Cynoteck team was always ready to help us with our Microsoft Navision/Business Central Projects. Their proactive approach and ability to handle and guide us through complex tasks delighted us. I highly recommend Cynoteck as a long-term Partner for consulting, development, and support services.

CN

Mario Scheel

IT Manager – HMH System

Real-World Results

Discover How We Deliver Results

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CRM Implementation Boosting Manufacturing Performance

The client is a managed IT services firm providing support, design, implementation, and maintenance services to around 170 companies across the United States of America.

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Simplified Document Sharing and Access

A US-based underground utility locating company with extensive utility operations across multiple states.

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QuickBooks & Dynamics 365 Integration

The client is a managed IT services firm providing support, design, implementation, and maintenance services to around 170 companies across the United States of America.

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Automated Membership Renewal Campaigns

The client is a U.S.-based provider of business coaching and learning solutions. They specialize in delivering coaching programs and educational resources designed to improve leadership skills, drive organizational growth, and facilitate professional development.

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PB Network: Inclusive & Connected Platform

The Client is a US-based full-service web and design firm specializing in fostering innovative ideas and revitalizing established brands with a fresh look and new code. It offers companies a customized roadmap for undergoing digital transformation inclusive of end-to-end consulting, web services, and solutions for customers.

Turning expertise into action for your business.

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