Assessing and Modernizing Dynamics CRM for a European B2B SaaS Company
A European B2B SaaS company using Microsoft Modernizing Dynamics CRM faced challenges in leveraging the platform’s full potential. Disorganized workflows, underutilized features, and limited integration with other customer-facing tools hindered sales performance and customer engagement. The company needed a comprehensive assessment and modernization of its CRM to align with its growth and business goals.
Challenges of Assessing and Modernizing Dynamics CRM
- Disorganized workflows within Dynamics CRM, reducing productivity.
- Underutilized features and customizations leading to inefficiencies.
- Limited integration with marketing, support, and customer success tools.
- Lack of actionable analytics to track customer trends and sales performance.
Solution of Assessing and Modernizing Dynamics CRM
TechTorch implemented the following:
- CRM Assessment: Conducted a detailed evaluation of the existing Dynamics CRM setup to identify gaps and inefficiencies.
- Workflow Optimization: Streamlined processes within Dynamics, including lead tracking, sales pipeline management, and reporting.
- Tool Integration: Integrated Dynamics with marketing automation and customer support tools for a unified customer experience.
- Feature Enablement: Activated and customized underutilized features to enhance functionality and performance.
- Analytics and Reporting: Developed dashboards and analytics tools to track sales, customer trends, and ROI.
Results of Assessing and Modernizing Dynamics CRM
- Optimized Workflows: Improved sales efficiency by 25% through streamlined processes.
- Unified Customer Experience: Provided a 360-degree customer view by integrating Dynamics with other tools.
- Better ROI: Enhanced the value of the existing CRM investment by enabling unused features.
- Data-Driven Decisions: Delivered actionable insights with advanced reporting and analytics.
Conclusion
With TechTorch’s CRM Modernization Accelerator, both companies transformed their CRM systems to align with their business goals. The healthcare services company moved from an outdated CRM to Salesforce Sales Cloud, achieving scalability and efficiency, while the B2B SaaS company optimized its existing Dynamics CRM to unlock its full potential. Both businesses gained improved customer engagement, streamlined workflows, and actionable insights to drive growth.
Related Insights
