Solar energy manufacturer leverages Dynamics 365 CRM for enhanced monitoring of customer activity

Challenge

The client wanted a solution that could generate a 360-degree view of its customers, improve customer engagement, and enhance team collaboration. Manual management of processes and data silos across the organization had resulted in errors, inefficiencies, delays, and missed opportunities.

Solution

Intech integrated the company’s SAP with Microsoft Dynamics 365 CRM to leverage the benefits of both ERP and customer management. The modules of Sales, Customer Service, Marketing, and Customer Portal were installed, along with Power BI, to take customer service to another level.

Impact

• 360-degree view of customers and their activities
• Granular-level charts, dashboards, and analytics
• Centralized and uniform CRM process
• Enhanced decision-making due to integrated ERP and CRM
• Easy monitoring of performance metrics and customer complaints/feedback/claims