- An email and phone call from one of our representatives.
- A time & cost estimation.
- A follow up conversation for your feedback and questions.
Customer is a leading fitness brand in Canada. Founded in 2004, the company operated with 3 main objectives: Simplify the process of acquiring commercial exercise equipment, propose the best solutions to the commercial fitness market in helping them serve more people and provide the best customer service through multiple levels of support.
Customer had been using a third-party CRM system called Maximizer (a web-based tool) for nearly 7 years. Maximizer CRM served the purpose for customer’s business, but recent growth in business demanded a more modern CRM solution with robust services module. Customer needed a partner that could assist them with all phases of this migration including training for the sales and services users.
Having worked with us in past, the customer selected VNB Consulting as a partner to take on this key project. Our team collaborated with customer stakeholders in evaluating some of the top CRM solutions in the market. After a thorough vetting process, Dynamics 365 Customer Engagement plan solution was chosen as the platform for this key initiative. Our team followed an agile template for this upgrade, which included: - Setting up of a new Dynamics 365 for Services instance with roles and privileges. - Migration of customizations and add-ins from Maximizer to the new Dynamics 365 solution. - Creation of data mappings between two systems and migration of the data from Maximizer to new Dynamics 365 Customer Engagement solution. - Re-configuration of the integration points between the new systems and other line of business systems. - Setting up of reports and dashboards using Power BI
VNB Consulting assisted a Retail Electricity & Natural Gas Supply Provider to build an app for their …..VIEW DETAILS
VNB Consulting assisted a Power and Utilities organization to consolidate multiple CRMs into a single Dynamics 365 CE environmentVIEW DETAILS