The Challenge:
An industrial consulting corporation required a process which determines how it will pursue new opportunities from its CRM and conduct risk management. Dynamics CRM alone did not provide the ability to execute such processes within the organistion.
The Solution:
The company integrated PNMsoft's Sequence Kinetics iBPMS with Dynamics CRM. Sequence Kinetics retrieves the opportunity data from Dynamics CRM and populates a Sequence Kinetics form which is routed to the appropriate employee for further analysis. The employee adds data to the form’s customised fields and Sequence Kinetics ensures that it is routed to his manager until the analysis is complete. Sequence Kinetics then enables the company to execute a risk management process surrounding the opportunity to determine how to move forward on it. The results are updated in Dynamics CRM and the relevant stakeholders are notified.
All parties can view and manage this process from the company's SharePoint portal. Sequence Kinetics's out-of-the-box Dynamics CRM integration activities and visual workflow design interface resulted in rapid time-to-solution without high development costs.
Benefits:
- Process-driven work ensures opportunities are managed in an optimised manner.
- Risk management is standardised.
- CRM activities are expanded throughout the organisation.
- Automatic routing saves time and errors.
- Opening information channels and collaboration between CRM and SharePoint.
- Dynamics CRM capabilities are extended and maximised.
Share Your Stories:
Have you had a similar challenge in your business? Have you searched for a Dynamics CRM solution that you couldn't find?
Let us know at elis@pnmsoft.com OR post a comment below.
We look forward to hearing from you!
Eli Stutz
Head of Knowledge and Collaboration, PNMsoft
Learn How to Extend Dynamics CRM with BPM