Helping a National Company Leverage Technology to assist Sales during COVID

Toronto

Industry: Corporate Housing
Client Base: Canada Wide
Technology Solutions: Microsoft CRM Dynamics, Twilio voice, Twilio chat, C#, SharePoint
Client Since: 2016

Background

We helped our client develop and deploy a new, highly customized, CRM based on Microsoft Dynamics. We provided extensive post-launch support and have continued to support the application through continued development, training and technical support desk services.

Problem

Our client was affected by COVID, disrupting normal sales channels which rely on strong relationships. Normal business operations were also disrupted as office teams were now dispersed (working from home) impacting opportunities for collaboration and resource sharing.

Solution

We developed and deployed a custom programmable voice solution to simplify and streamline phone communications with clients. This system provides customers with a single point of contact and directs callers based on location and need using AI voice recognition. Information about calls and callers is pushed in real-time to the CRM to allow for rapid follow-up and more insightful communications.

We deployed a customized chat application onto the main website, allowing better, direct communications between potential B2C customers and the client sales teams.

We also completed a planned SharePoint migration project to help work teams work remotely.

Results

Client is better able to connect and manage relationships with new and existing custoemrs. Client has an over 300% increase in sales opportunities from providing extended hour service and streamlining customer communications.