- An email and phone call from one of our representatives.
- A time & cost estimation.
- A follow up conversation for your feedback and questions.
Customer a leading fitness brand in Canada was founded in 2004 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 VNB in past, Customer selected VNB as a partner to take on this key project. VNB 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. VNB 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 customization's 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 PowerBI
VNB assisted a global manufacturer upgrade its Dynamics CRM 2013 to latest Dynamics 365 Sales to improve sales processes.VIEW DETAILS