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Replacing legacy CRM with a cost-effective Microsoft Power Platform solution
ECCI wanted to replace their legacy CRM system with a more modern, user-friendly, and easy-to maintain one. We implemented a CRM solution built with Power Platform tools that has the required functionality, intuitive interfaces, and low licensing costs.
7 months
to deliver a fully-functional CRM solution
10/10
Customer satisfaction
Upgraded user experience
with minimized learning curve
Successful migration
of legacy data and business processes
All technologies used
Microsoft Power Platform
Power Automate
Power Apps
Microsoft Dataverse
Microsoft Dynamics 365 Sales Azure .NETEngagement model
ECCI is a consulting firm providing environmental compliance and sustainability, engineering and construction management, and facility and integrity evaluation services.
Itransition took the time to truly listen to our requirements and make suggestions to ensure that we were delivered a high-quality user-friendly application.
Industry
Professional services
Location
USA
Established
1993
Client base
US & international companies from industrial and public sectors
The challenge
ECCI had an outdated Joomla-based CRM system they had for over 15 years that was problematic to support and had an inconvenient, outdated UX/UI. They needed a technology partner to help find and implement a new solution suitable for their specific business requirements.
The solution
We thoroughly analyzed ECCI’s business needs and came up with a lightweight CRM solution built using Power Automate, Power Apps, and Dataverse tools.
We made sure the new CRM had user-friendly interfaces and all required capabilities
for workflow automation and data management, as well as retained some existing custom functionality critical for ECCI.
The solution also seamlessly integrated with the client’s Microsoft products, which ensured data
synchronization and automation of document generation. Moreover, this CRM had lower licence costs
than alternative Microsoft Dynamics 365 Sales-based CRM.
Our team implemented the new CRM, performing environment configuration, solution setup and
customization, and data migration, as well as user and admin training to streamline user onboarding.
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Turn to Itransition for expert CRM implementation services
The outcome
We conceptualized and implemented a lightweight Power Platform-based CRM system that ECCI was fully satisfied with, helping them to:
01
Successfully replace legacy CRM used for over 15 years
02
Increase sales agents’ productivity through routine tasks automation
03
Ensure high adoption rates among employees
04
Streamline customer data and relationship management with extensive data search and reporting capabilities
05
Upgrade user experience with modern, intuitive interfaces
06
Save 70% of potential licensing costs for a similar Microsoft Dynamics 365 Sales solution
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