Sondware Communication Widget

By Pooja Sharma / March 30, 2019

Sondware Communication Widget PROJECT DESCRIPTION Challenge Solgari provides Compliant & Integrated Omni-Channel Cloud Communication Services to FinTech, Financial Services, ecommerce, Retail, Logistics, Recruitment & Government customers. Solgari was using different channels to communicate with their clients. They wanted an integrated solution within Dynamics CRM 365 to initiate all communication without leaving the CRM. Solution Delivered…

June 15, 2020
Sondware Communication Widget

Sondware Communication Widget PROJECT DESCRIPTION Challenge Solgari provides Compliant & Integrated Omni-Channel Cloud Communication Services to FinTech, Financial Services, ecommerce, Retail, Logistics, Recruitment & Government customers. Solgari was using different channels to communicate with their clients. They wanted an integrated solution within Dynamics CRM 365 to initiate all communication without leaving the CRM. Solution Delivered…


Sales Team Performance Tracking in Salesforce

By Pooja Sharma / July 5, 2018

Sales Team Performance Tracking in Salesforce PROJECT DESCRIPTION Challenge ALTA Environmental Corporation (ALTA) provides environmental consulting services in the focused areas of site environmental evaluations, environmental regulatory compliance, and water supply investigation and evaluation. Business team used MS-Excel to generate key sales reports and needed an automated tool to extract sales team performance from CRM…

June 15, 2020
Sales Team Performance Tracking in Salesforce

Sales Team Performance Tracking in Salesforce PROJECT DESCRIPTION Challenge ALTA Environmental Corporation (ALTA) provides environmental consulting services in the focused areas of site environmental evaluations, environmental regulatory compliance, and water supply investigation and evaluation. Business team used MS-Excel to generate key sales reports and needed an automated tool to extract sales team performance from CRM…


Field Service Solution for US based Utility Enterprise

By Pooja Sharma / May 31, 2018

Field Service Solution for US based Utility Enterprise PROJECT DESCRIPTION Challenge Blood Hound is a US based Blood Hound is an underground utility locating company, having operations across various states in USA. Blood Hound team has a sizeable field services team which executes various client jobs on ground. This field service team is guided by…

July 8, 2020
Field Service Solution for US based Utility Enterprise

Field Service Solution for US based Utility Enterprise PROJECT DESCRIPTION Challenge Blood Hound is a US based Blood Hound is an underground utility locating company, having operations across various states in USA. Blood Hound team has a sizeable field services team which executes various client jobs on ground. This field service team is guided by…


Native Business Intelligence Dashboards Development

By Pooja Sharma / May 16, 2018

Native Business Intelligence Dashboards Development PROJECT DESCRIPTION Challenge Cadence Power is a US based company, leading in industrial supply with an extensive offering of electrical products. Cadence has various warehousing and operations processes and was facing issues in tracking all operations effectively. Key needs were: Ability to quickly and effectively gauge current status of all…

June 15, 2020
Native Business Intelligence Dashboards Development

Native Business Intelligence Dashboards Development PROJECT DESCRIPTION Challenge Cadence Power is a US based company, leading in industrial supply with an extensive offering of electrical products. Cadence has various warehousing and operations processes and was facing issues in tracking all operations effectively. Key needs were: Ability to quickly and effectively gauge current status of all…


Dynamics 365 For Financials Implementation

By Pooja Sharma / July 7, 2014

Dynamics 365 For Financials Implementation PROJECT DESCRIPTION Challenge Client organization was using Dynamics 365 for sales to manage their sales process and Quickbooks to manage the financial operations. Lot of manual activities leading to delay and higher cost of operation. They approached Cynoteck to find a comprehensive solution to manage the financial processes effectively and…

June 15, 2020
Dynamics 365 For Financials Implementation

Dynamics 365 For Financials Implementation PROJECT DESCRIPTION Challenge Client organization was using Dynamics 365 for sales to manage their sales process and Quickbooks to manage the financial operations. Lot of manual activities leading to delay and higher cost of operation. They approached Cynoteck to find a comprehensive solution to manage the financial processes effectively and…


Dynamics CRM Sales Process Customization

By Pooja Sharma / July 7, 2014

Dynamics CRM Sales Process Customization PROJECT DESCRIPTION Challenge Client’s sales team 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 also wanted to map their sales process to improve the…

June 15, 2020
Dynamics CRM Sales Process Customization

Dynamics CRM Sales Process Customization PROJECT DESCRIPTION Challenge Client’s sales team 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 also wanted to map their sales process to improve the…


Salesforce – EDI Integration with Dell Boomi

By Pooja Sharma / May 1, 2014

Salesforce – EDI Integration with Dell Boomi PROJECT DESCRIPTION Challenge Cadence used legacy tools and spreadsheets to manage its operations wherein it was too time-consuming to track all orders, invoices. Also, with no central system in place, there were minimal analytics and no streamlining/ unification of data. This was leading to delay in deliveries and…

June 15, 2020
Salesforce – EDI Integration with Dell Boomi

Salesforce – EDI Integration with Dell Boomi PROJECT DESCRIPTION Challenge Cadence used legacy tools and spreadsheets to manage its operations wherein it was too time-consuming to track all orders, invoices. Also, with no central system in place, there were minimal analytics and no streamlining/ unification of data. This was leading to delay in deliveries and…


Dynamics CRM Integration Development

By Pooja Sharma / May 1, 2014

Dynamics CRM Integration Development PROJECT DESCRIPTION Challenge 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…

June 15, 2020
Dynamics CRM Integration Development

Dynamics CRM Integration Development PROJECT DESCRIPTION Challenge 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…