Global BFSI Company
CRM Migration from Oracle Legacy Systems to Microsoft Dynamics 365
A global BFSI company supports banks and financial institutions across India, Asia and North America. They offer digital platforms and solutions for business process solutions in Banking, Cards, Mortgage Lending, Title Tax & Settlement and Insurance.br>
Because of Oracle’s unorganized UI and due to less flexibility of dynamic fields, customizations, dashboards and dynamic reporting, they need a better CRM that can deal with data discrepancies, data management, communication, and collaboration challenges along with a central trackable dashboard, which are the core functionalities of Dynamics 365.
SoftArt suggested moving the CRM from Oracle to Microsoft Dynamics 365 to solve the challenges and boost overall productivity. We worked closely with the management teams to create a blueprint and smoother integration of Microsoft Dynamics 365.
We proposed and implemented:
After the Dynamics 365 integration, management now has complete visibility of the sales cycle, team productivity, forecast revenues and goals with most of their processes automated. In addition, they are also able to access data analytics to find new opportunities.
Automated 72% of manual tasks
Streamlined team collaboration led to 64% boost in overall productivity
Project completed in a time period shorter than initial estimates: 90 Days