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Salesforce to Dynamics 365 Migration

The client is a US-based firm dealing in elegant, durable and high-quality professional-style home appliances at an affordable price, with a full-featured e-commerce website.

Project Brief

The client was using Salesforce but wanted to migrate to Dynamics 365 for their customer relationship management needs. They also wanted to integrate their website with Dynamics 365 to better manage leads, cases and customer feedback in order to elevate customer service.

Solution Delivered

 Cynoteck adopted a phased approach to migrate processes to Microsoft Dynamics CRM.

Configured Dynamics CRM Customer Service process.

Enabled customized reports to get real-time information for better decision making.

Configured Outlook with Dynamics enabling the sales team to connect with customers smoothly

Quick turnaround time with zero downtime and negligible business impact

Value Delivered

Cynoteck delivered the solution within eight weeks.

Reports helped the client to monitor potential opportunities enabling quick turnaround times and enhanced productivity.

Dynamics CRM solution offered high scalability to support future business growth.

Greater agility was infused by comprehensive automation and intuitiveness, leading to increased customer satisfaction.

Technology Stack

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