Enhanced CRM Integration Streamlines Lead Generation and Customer Engagement
A prominent EPCM firm in Saudi Arabia.cc
Engineering, Procurement, Construction, and Maintenance (EPCM).
Insulation, access solutions, surface protection, passive fire protection, electromechanical services, interior outfitting.
Middle East and other global markets.
Clients in various sectors including construction and infrastructure projects.
The clients faced many challenges inherent to operating in various regions, including regulatory compliance issues, struggles with local tax structures, and inefficiencies in managing country-specific business processes. The overarching objectives were to ensure compliance with local regulations, improve financial reporting accuracy, enhance user experience through localized language and workflows, and increase operational efficiency in specific regions.
CCS provided a comprehensive solution that included:
Implementing MEED integration with field mapping enabled efficient lead generation, automatically
converting website leads to CRM leads through an API connection.
Seamless integration with Outlook improved customer follow-up and communication.
Enhanced tracking of tasks and phone calls, including comments on each activity, improved organization
and client engagement.
Utilized SSIS integration for smooth data migration across all tables.
Increase in lead conversion rates
Improvement in customer engagements
Increase in employee productivity
Increase in sales performance
MEED integration streamlined the lead generation process, automatically converting website leads to CRM
leads. This resulted in a 30% increase in lead conversion rates and a significant reduction in manual
data entry.
The integration of Outlook with Dynamics 365 Sales enabled seamless communication and follow-up with
clients, improving customer engagement and satisfaction by 20%.
Tracking tasks and phone calls, including comments on each activity, led to a 25% increase in employee
productivity due to better organization and task management.
Integration of Power BI reports with Dynamics 365 Sales provided real-time insights, aiding data-driven
decision-making and allowing for a 15% increase in sales performance over time.
We have been exceptionally satisfied with the services, collaboration and proactiveness that this partnership has provided.