Here are some of the projects that I’m really proud of and that I would like to share with you. If any of them caught your interest, I will be happy to tell you more about them.
Business Type: Retail
One of the most interesting and inspiring projects was at eMAG – Romania’s largest online retailer (now owned by Naspers). They needed a tool for tracking the sales activities of the salespeople at eMAG Marketplace. So they chose Microsoft Dynamics CRM, even though the standard Sales Module would not fit their needs. The reason for this choice was that this is a very powerful and customizable platform, that can be extended (customized and configured) to track any kind of business activity. In the end, it turned out to be a very wise decision.
Company: Ideea Leasing
Business Type: Financial Services
I was involved in a one-year-long implementation process of extending the Dynamics CRM’s Sales, Service and Marketing Modules to manage, track and report all the sales and customer care activity of VB Leasing (current Idea::Leasing). I’ve modeled different business processes in CRM, to such an extent that it became the core sales system in the company. A very important and complex part of the implementation process was to integrate CRM with their core banking application, through a two-way communication connector.
Business Type: Professional Services
The companies in the services industry can be very demanding in software requirements, due to the nature of their business – varied and complex. Turning the sales capabilities of Dynamics CRM into a very powerful tool for tracking the sales of customized business-to-business services is definitely a hard job. But a highly rewardful one also – as RINF can confirm. Moving from the Office Suite (using lots of Excel and Word files) to Dynamics CRM turned out to be a very important step in a company’s sales performance.
Company: Ensight Management Consulting
Business Type: Consultancy
Implementing the Sales Module of Dynamics CRM in companies that sell services can be quite a challenging task. Implementing it in a consultancy company can be even harder. This is because the FIT-GAP analysis prove that the standard Sales Module is not really able to track those kind of activities. However, the project at Ensight Management Consulting was really successful and one of my favorites.
Business Type: Event Management
I’ve used the Dynamics CRM Platform to develop a tool for Universum to create, organize and sell large scale events. They now use it for tracking sales activities and processes, but also for event management tasks. I’ve used the Marketing Module capabilities to implement the process of selling tickets to events: the event managers use campaigns and campaign activities to promote the event. Basically, they send phone call tasks to their team, in bulk and can track the progress of the campaign (and also the responses they get from potential customers).
Business Type: Software Development
Meeting the sales requirements of a software development company can be a difficult task sometimes. Graitec, world’s largest CAD software solutions provider, wanted a tool for tracking the activity of the salesforce, but also a powerful tool for Customer Care & Support. Customizing and extending the Sales and Service Modules turned Dynamics CRM into their core business application, used by Graitec branches worldwide. Now, they are even using CRM for license management: selling, tracking and renewing licenses.
Business Type: Agriculture
The Dynamics CRM platform can be customized to such an extent that it can virtually track any kind of business activity. Two very successful projects in the agriculture business can prove this. The first one was at Euralis (one of the most important seed companies in Europe). They’re using CRM to track the sales of seeds in their CEE business units. The second successful project was at AECTRA (one of Romania’s largest distributors and manufacturers of chemical products for agribusiness.
Company: Redington Ltd
Business Type: Investment
Redington Ltd are using Dynamics CRM Online to track their business in investment consultancy for pension funds and other long-term savings institutions. They needed a Web-2-Lead solution, in order to track the persons filling a form on their website, as leads in CRM. The leads would automatically get allocated to the corresponding salesperson, so they can start the sales process. The solution I’ve provided has accomplished all of that and more: it keeps the account and contact information on the website, in-sync with CRM.
Company: Iristel Inc.
Business Type: Telecom
The largest VOIP services provider in Canda, Iristel Inc., uses Dynamics CRM as their core support software solution. Due to the fact that it is a highly customizable solution (a lot of custom development on top and many integrations with external systems) the migration process from version 2011 to version 2016 was really problematic. Thus, they needed professionals to help them achieve the smoothest migration process. I’ve helped them during this process with: system analysis and solution architecture, implementation and deployment. One of the things that made this project more difficult was their system architecture: 3 distributed CRM servers running in Canada and mirrored in Romania.