Projects
Bauen Group
Customer Service and Portal
For this project, the environments of production and sandbox were configured for the management of mailboxes and queues, automatic response in the creation of cases depending on the subject, configuration of the knowledge database, security roles, and the CRM portal following the same look and feel of the client's website.
Content Crowd
Sales, Marketing, Customer Service, and Portal
In this project, the system was customized to store information about potential customers and use it for the management of marketing lists, campaigns, and campaign activities. Development was made to allow the dynamic handling of the calls that should be made to the clients.
Health Navigator
Sales and Marketing
For the implementation of this project, we used Dynamics 365 sales module.
Conservation Fund
Sales, Marketing, and Customer Service
For the implementation of this project, we used Dynamics 365 sales module. Its process was modeled in which organizations, contacts, and funded sources are needed. Once this information is available, the projects and the technical assistance that are executed on the organizations will be modeled.
Jlan Technologies
Sales and Customer Service
Microsoft CRM - Set up an incoming queue to auto-create service cases and automatic email notifications.
Comcentia
Sales, Marketing, and Customer Service
For this project, the system was customized to store information about potential customers and use it for the management of marketing lists, campaigns, and campaign activities. A development was made that allowed the dynamic handling of the calls that should be made to the clients.
Wash Cycle Laundry
Field Services, Sales, Marketing, Customer Service, and Portal
For the implementation of this project, we used Dynamics 365, Field Service Module, and the CRM Portal. The portal modeled the process that the client must follow to make a request for the collection and delivery of their clothes. In the CRM the same process was modeled for when the client communicates directly with the office without using the web page. In both cases, we implemented the automatic generation of agreements, work orders, and booking dates related to the appointment.
Anuva Capital
Voice of the Customer, Social Engagement
For the implementation of this project, we used Dynamics 365, Voice of the Customer, Email Template, Workflows, Setup incoming queue to auto-create service cases and automatic email notifications, and Social Engagement.
Joe Hill Consulting Engineers
Project Service Automation, Sales
For the implementation of this project, we used Dynamics 365, Project Service Automation, Sales, Quickbooks Integration, and Data migration.
Pacific Power Group
Sales
For the implementation of this project, we used Dynamics 365, Sales (Quotes), Automatically changing its status after x months of being in the open state. Automatic generation of reports via email. A process that will auto-run at the end of the month to store off-point-in-time opportunity status data by segment.
Compass Holdings
Sales, Financial & Operations
For the implementation of this project, we used Dynamics 365, Sales (Accounts, Contacts, Products) and financial and Operations, Data migration from Gold Mine to Dynamics 365, and Data migration from QuickBooks to Financial and Operations
Target CW
Sales
For the implementation of this project, we used Dynamics 365, Sales (Accounts), and Workflows to control the creation of activities registering the last activity generated and its modification date.
