CASE STUDY - Customized Dynamics CRM Online Solution





Akerman

Customer Profile:

Company is the strategic partner of choice in providing energy solutions to public power. They are a nonprofit corporation headquartered in Jacksonville, Florida, with two additional offices in Bellevue (Seattle), Washington, and Portland, Oregon. Their Members and Partners retain local control of their resources as they maximize the value of their assets in the wholesale energy market.

Company provides public power utilities access to dedicated resources and advanced technology systems, allowing them to respond competitively in the changing market.

Today, over 45 public power utilities across the nation are TEA Members and Partners, representing more than 29,000 MW of combined generation assets across all fuel types.

Specialties : Energy Portfolio Risk Management, Energy Trading, Hydro Optimization, Energy Risk Advisory Services

Industry: Oil and Energy


Business Need:

Client is looking for a comprehensive Customer Relationship Management Solution to manage Sales, Customer satisfaction and Marketing efforts. Currently, they are using Excel to manage contacts lists which was becoming increasingly difficult to regulate as client contact list was growing. Excel was challenging for multiple users to access and easily make changes. Managing and reporting relationships of the spreadsheet data was also a difficult and tedious task. Excel does not support audit trails for integrity of data with spreadsheet updates and collaboration among the several departments.


Solution:

Global Infonet created a Customized Dynamics CRM Online Solution for client that now offers:

  • Easy to create and manage new Sales Opportunities and improved monitoring of the Sales Pipeline.
  • Real time management of accounts and contacts.
  • Ability to create and manage Marketing lists, directly from contacts, and assign tasks to owners.
  • Create and manage Marketing Campaigns/Events. The users will also have the ability to track responses and manage them within CRM.
  • Dynamic and robust reporting for Sales Opportunities and Pipeline which will help to plan product availability and delivery cycles.

Client will now benefit from the easy creation and management of contacts, companies, opportunities and other entities which can tie in to a tailored workflow experience.

Dynamics CRM also has the added advantage of being highly customizable to the client’s unique requirements without the need for complex programming efforts.

Global Infonet’s Solution Provided Valuable Insight to client’s business:

Client now has reporting capabilities to help make critical business decisions. The executive management is now able to access business critical information to drive their business.

Better user experience:

Dynamics CRM is now the go to tool for handling all day to day interactions for sales & reporting. Site navigation makes for better user experience and boosts user adoption.

Facilitate Business Insight and Smart Decision Making:

Users will now be able to be strategic in targeting new customers and existing customers.

Transform your business with intelligent solutions offered by Global Infonet.

Global Infonet is a Jacksonville, FL based company that serves a multitude of organizations nationally. Our team is customer focused and consists of dedicated professionals who understand your business. We value the needs and goals of our clients and consistently exceed their expectations.

Global Infonet’s Team specializes in custom software development to promote operational efficiencies and cost savings. If you dream it, we can build it!

Global Infonet is a Gold Microsoft Application Development Partner. Our team is customer focused and consists of dedicated professionals who understand your business. We value the needs and goals of our clients and consistently exceed their expectations.

www.global-infonet.com