MagiCAD Modernises Sales Ops with MS Dynamics Implementation

QUICK STATS
Industry
Manufacturing Software
Technologies
MS Dynamics 365, NetSuite, FlexNet, Paypal
Company Size
$10-50M
Domain Area
CRM Integration
QUICK STATS
Industry
Manufacturing Software
Company Size
$10-50M
Technologies
MS Dynamics 365, NetSuite, FlexNet, Paypal
Domain Area
CRM Integration
Business Challenge

MagiCAD were looking to better manage their sales cycle through a custom CRM implementation with advanced reporting features.

Using MS Dynamics for the CRM, they needed to integrate with their external invoicing system (NetSuite), licensing system (FlexNet) and PayPal. The CRM also needed to extend through existing customer-facing portals via AdxStudio Portals.

Solution

The new CRM connected with their external system using SDK, web services and APIs. This allowed for the execution of workflows and enable External Authentication.

Custom created plugins using CRM’s SDK were configured to meet business needs.

Additional customizations performed included OOB Entity Forms, Views, Relationships, Ribbon Customizations, and placing HTML web sources on their form.

Deployment was automated using Jenkins and Octopus.

Benefits

The integration of the new CRM with the customer-facing portal created end-to-end, outcome-focused journeys that engaged the customers at the right time and place

The solution was delivered faster than anticipated thanks to the adoption of agile scrum methodology

Fulcrum proved to be a sustainable and reliable partner that created efficiency and reliability in the MagiCAD's sales operations

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    Drop us your details and one of the Fulcrum team will reach out within one working day.