Software Leader Streamlines Operations with On-Premise Dynamics CRM
Zelite Solutions improved operations for a US-based software leader by deploying Microsoft Dynamics CRM on-premise. This streamlined license verification, case management, and customer engagement, enhancing overall efficiency and data security.
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A US-based software company, a leader in intelligent file management solutions, sought to improve customer engagement and automate product licensing processes. This case study details how Zelite Solutions implemented Microsoft Dynamics CRM (on-premise) with various integrations to address these challenges.
The client required a solution to:
- Automate product licensing verification and generation based on user requests.
- Improve customer experience through a unified platform for support, licensing, and communication.
Zelite Solutions deployed Microsoft Dynamics CRM (on-premise) to provide a centralized platform for managing customer interactions. Additionally, integrations were implemented with:
- Customer Support Portal: Seamless integration allowed users to submit support tickets, track case progress, and interact with support representatives.
- Product Licensing Tool: Integration automated license verification against user requests, streamlining the licensing process.
- Accounting System: Integration enabled creation and management of quotes, invoices, and orders based on CRM data and workflow approvals.
- Registration Workflow: A workflow facilitated user registration, email verification, and admin approval, linking approved users to CRM contacts.
- Case Management: Customers could raise support tickets with attachments through the portal, reflected in CRM for tracking and communication with support representatives.
- Product Catalog Configuration: The system allowed for managing product information within Dynamics CRM.
- Alerts & Escalations: Automated alerts notified users and support teams at key stages of the process, such as case updates, registration requests, and approvals.
By implementing Dynamics CRM, the client achieved significant improvements:
- Automated Licensing: Streamlined product licensing verification and generation based on user requests.
- Improved Customer Engagement: A unified platform for support, licensing, and communication facilitated seamless customer interactions.
- Enhanced Sales & Service Efficiency: Automated workflows and integrations improved overall sales and service efficiency.
- Data Control & Security: On-premise deployment provided the client with full control over their data and backup procedures.
- Personalized Customer Experiences: The CRM system facilitated creating meaningful personalized customer experiences.
- Increased Deal Closure Rates: Easy-to-design process flows within CRM improved sales effectiveness.
The deployment of Microsoft Dynamics CRM (on-premise) by Zelite Solutions empowered the software leader to automate product licensing, enhance customer engagement, and streamline their overall sales and service operations. This comprehensive solution provided the client with a powerful platform for continued growth and success.
