Enhanced CRM Integration Streamlines Lead Generation and Customer Engagement for EPCM

Application Services

Dynamics 365 CRM
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Enhanced CRM Integration Streamlines Lead Generation and Customer Engagement

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About Client

Client

A prominent EPCM firm in Saudi Arabia.cc

Industry

Engineering, Procurement, Construction, and Maintenance (EPCM).

Products/Services

Insulation, access solutions, surface protection, passive fire protection, electromechanical services, interior outfitting.

Geography

Middle East and other global markets.

Customers

Clients in various sectors including construction and infrastructure projects.

Business Requirement

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 Solution

CCS provided a comprehensive solution that included: 

MEED Integration

Implementing MEED integration with field mapping enabled efficient lead generation, automatically
converting website leads to CRM leads through an API connection.

Outlook Integration

Seamless integration with Outlook improved customer follow-up and communication.

Task Tracking

Enhanced tracking of tasks and phone calls, including comments on each activity, improved organization
and client engagement.

Data Migration

Utilized SSIS integration for smooth data migration across all tables.

Navigating the Future - Transforming Your Business through Modern Platforms
300%

Increase in lead conversion rates

252%

Improvement in customer engagements

182%

Increase in employee productivity

123%

Increase in sales performance

Business Benefits

Efficient Lead Generation: 

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.

Enhanced Customer Engagement: 

The integration of Outlook with Dynamics 365 Sales enabled seamless communication and follow-up with
clients, improving customer engagement and satisfaction by 20%.

Improved Task Tracking and Management: 

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.

Real-time Data Insights: 

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.

SIGBJORN TVEIT iQubeS | Norway