endorsedOngoing

Microsoft Dynamics CRM Integration & Data Consolidation for Investment Firm

Services Covered:

Custom Software Development

Industry

Financial Services

17 months

Budget

10K - 49K

Start Date

1 May 2018

Team Size

1-5

Engagement Model

Offshore

Project Capability Score (PCS)

81/100

Strong

Project Capability Score (PCS) estimates how capable AllianceTek Inc. is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Confidential

New York City, United States of America

Project Summary

AllianceTek developed a backend CRM integration for a capital investment firm that consolidated contact and sales-reporting data from multiple databases into Microsoft Dynamics. The engagement improved data governance and made sales reporting more consolidated and reliable. Stakeholders reported fewer CRM-related complaints and praised the team's responsiveness and transparent updates.

Key Challenges

Improve sales reporting process in Microsoft Dynamics CRM
Consolidate contact and sales data from multiple disparate databases

Project Deliverables

Backend CRM integration between multiple databases and Microsoft Dynamics
Data reconciliation and governance processes to consolidate contact and transaction information
SharePoint-based tool and web portal for project updates and reporting

Project Solution

They built a technology solution that links different databases and formats of data and plugs them directly into the client's Microsoft Dynamics CRM. Contacts maintained in separate systems are updated directly in the CRM to consolidate sales reporting. The vendor provided a single point of contact and allocated one to two developers as needed to handle development tasks, and they documented requirements and broke work into individual tasks for delivery. Ongoing updates and maintenance are provided since the engagement began.

Project Outcome

Reconciled and consolidated disparate data sources within the CRM
Made data governance and management of contacts and transactions seamless
Dramatically reduced phone calls and complaints related to the CRM
Improved visibility into deliverables via SharePoint tool and weekly meetings

Platforms

Tech Stack

Microsoft Sharepoint

Client Endorsement

Overall Review Rating

4.88

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“The successful integration delivered by AllianceTek was critical to the successful operation of their client’s business, and all project stakeholders are pleased with the solution provided. Their team is flexible in adapting to management styles and provided transparent updates on project progress.”
Anonymous
Vice President
Date: 10/28/2019