Microsoft Dynamics CRM

Microsoft Dynamics CRM Cutomization and Implementation

Project Details







One of the largest Real Estate and Housing Developers in India with more than INR 800 Crores revenue and 6 upcoming housing projects.

DreamOrbit implemented and customized Dynamics CRM on-premise. We also deployed Power BI for where analyst can create powerful reports and help leadership track important Sales and Marketing KPI.

Business Needs:

  1. Leakage in leads coming through various sources
  2. No clear visibility on Lead generation and campaign performance
  3. Poor activity and follow-up Management
  4. Delayed service to customer cases.

DreamOrbit Solution:

DreamOrbit implemented Microsoft Dynamics CRM along with access to Microsoft BI for dynamic report engine. We customized it to develop

  1. Campaign Management and Performance review
  2. Automation of Lead creation and allocation to the required sales team
  3. Activity and follow-up planner and auto-reminder
  4. Sales forecast and target mapping
  5. Customer Service Management with Customer Portal
  6. Leadership Dashboard for business visibility.

Client’s Benefits:

  1. 30% improvement in leads to customer conversion rate, due to better lead management
  2. 17% improvement in ROMI from marketing campaigns through effective analysis and optimization
  3. Higher customer satisfaction through better customer service and case management.