Case Study

Baker Gauges India Transforms Marketing and Sales with Microsoft Dynamics

Baker Gauges, a top Indian manufacturer, partnered with Zelite to deploy Microsoft Dynamics CRM 2013, automating marketing and sales. This included campaign management, mass emailing, and customer surveys, improving targeting, communication, and efficiency. Integration with Google Mail streamlined operations, enhancing engagement, boosting sales prospects, and achieving cost savings.

Industry
Manufacturing
Engagement Model
Fixed
Current Phase
Live
Time Required
3 Months
Solution
Implemented Dynamics Sales, Mailbox configuration with Gmail.
Technologies
Dynamics 365 Sales 2013, XRM Tool Box, Dynamics 365 SDK, Google Mail

Introduction

This case study explores how Baker Gauges India, a leading manufacturer of gauges, leveraged Microsoft Dynamics CRM to automate marketing and sales processes. Established in 1962, Baker Gauges has consistently strived for precision and customer satisfaction, earning them export excellence awards for over 14 years. 

Client Challenges

Baker Gauges needed a CRM solution to address the following marketing and sales challenges: 

  • Manual campaign management for events, promotions, and budgeting. 
  • Lack of mass email marketing capabilities for customer updates and announcements. 
  • Inability to efficiently collect and analyze customer satisfaction feedback. 

Zelite Solutions' Tailored Approach

Zelite Solutions implemented Microsoft Dynamics CRM 2013 with the following customizations: 

Marketing Automation: 

  • Streamlined creation of marketing campaigns for events, trade shows, and seminars. 
  • Integration with Baker Gauges’ Google Mail server for mass emailing. 
  • Budget tracking and reporting to monitor campaign spending. 
  • Custom reports to track Return on Investment (ROI) for each campaign. 

Custom Surveys: 

  • Design and development of a custom entity within CRM for creating, scheduling, and launching customer satisfaction surveys. 
  • Ability to create surveys, attach marketing lists, and choose from a question pool. 
  • Web form with tracking codes for capturing customer responses directly in CRM. 
  • Development of various survey reports for analyzing customer feedback. 

Integration:

Configuration of server-side synchronization between Dynamics CRM and Baker Gauges’ Google Mail server for seamless email communication. 

The Outcome

By implementing Microsoft Dynamics CRM with customizations, Baker Gauges achieved significant benefits: 

  • Improved Targeting and Communication: Accurate targeting of marketing campaigns led to better communication with customers. 
  • Increased Demand Generation: Streamlined prospect identification and follow-up processes enhanced sales opportunities. 
  • Enhanced Customer Engagement: Efficient email marketing and customer satisfaction surveys fostered stronger customer relationships. 
  • Streamlined Operations: Centralized communication history and easy campaign management simplified operations. 
  • Cost Savings: Introducing a custom survey module eliminated reliance on expensive third-party solutions. 

Conclusion

This case study demonstrates how Baker Gauges India successfully utilized Microsoft Dynamics CRM, customized by Zelite Solutions, to automate marketing and sales processes. This automation resulted in improved customer engagement, increased demand generation, and overall operational efficiency. Baker Gauges’ success story highlights the value of CRM solutions in empowering businesses to achieve their strategic objectives. 

Transform Your Marketing and Sales with Dynamics CRM

Explore how Dynamics CRM can revolutionize your marketing and sales operations. Zelite Solutions offers tailored implementations that enhance customer engagement, streamline operations, and drive cost efficiencies.
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