Summary

The client specializes in software and services that offer Mechanical, Electrical and Plumbing (MEP) design functions and integrated engineering calculations. Their software is used by thousands of companies in over 80 countries. Fulcrum Digital was brought in to implement a CRM solution that integrates with their existing systems.

Hear from our client directly in this video testimonial!

Business Challenge

MS Dynamics CRM was needed to manage the client’s sales cycle from leads to invoicing, all with advanced reporting features. It was crucial to integrate MS Dynamics with their external invoicing system (NetSuite), licensing system (FlexNet) and PayPal. The CRM 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 client’s sales operations.

To help your organization build faster, compliant, and customer-centric applications that increase user experience and adoption, drop your details below and we will get back to you ASAP.

For more information or any questions, write to us at

marketing@fulcrumdigital.com

Explore more Case Studies

Financial Company Meets 100% New Demand with Real-time Payment Solution

July 8, 2020

Financial Company Meets 100% New Demand with Real-time Payment Solution

30% Business Performance Improvements for a Finance Company Through Digital Transformation

November 1, 2019

30% Business Performance Improvements for a Finance Company Through Digital Transformation

Fintech Company Reduced Cost of Ownership with Fulcrum’s Cloud Solution

October 30, 2019

Fintech Company Reduced Cost of Ownership with Fulcrum’s Cloud Solution

Whether you want to transform your business, advance your career, or simply find out more about what we’re doing.

CONTACT US