CRM Customization to Raise Sales Process Efficiency

Summary

A US electronics manufacturer had adopted Microsoft Dynamics CRM for its small sales team but couldn't leverage the investment because the system poorly aligned with existing business processes. In under a month, INNERLUXES customized the CRM — a custom sales pipeline, a one-click quote-generation plug-in, performance dashboards, QuickBooks financial-status synchronization, and role-based access — and upgraded the platform, raising sales efficiency and CRM adoption.

About the Client

The Client is a full-range electronics manufacturing company in the US. Its core offering includes electronics assembly, custom product design, integration, and manufacturing services for clients in the medical, military, consumer products, and gaming industries.

The Challenge

The Client had adopted Microsoft Dynamics CRM for its small-sized sales team but couldn't leverage the investment due to the system's poor alignment with the business processes in place. The company looked for a Dynamics CRM consultant to guide it through the platform's advanced sales automation capabilities and to customize the existing CRM to bring more value for both sales representatives and sales managers.

The Solution

INNERLUXES delivered Microsoft Dynamics CRM customization in under one month, featuring:

• A custom sales pipeline that reflected the Client's specific sales process.
• A custom plug-in to generate quotes with essential order details (part numbers, description, quantity, unit price, shipping terms, etc.) in one click.
• Dashboards for tracking the team's performance progress.
• Automated synchronization with the QuickBooks accounting software to display customers' financial statuses in the CRM.
• Role-based access to the system's functionality.

INNERLUXES also upgraded the Client's system to the latest Microsoft Dynamics CRM edition.

The Results

• The Client's legacy CRM was successfully upgraded and tailored to the sales team's requirements and processes.
• The custom plug-ins and accounting-system integration facilitated sales management and made monthly planning and performance monitoring easier and more transparent.
• This brought more value and efficiency to the Client's sales processes while helping raise user adoption of the corporate CRM.

Technologies and Tools

Microsoft Dynamics CRM Online, .NET (C#), HTML5, CSS3, JavaScript.