NatureMetrics Adopts Custom CRM Solution
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Explore how Pragmatiq streamlined operations at NatureMetrics with a tailored CRM solution designed around their unique processes and requirements, driving greater efficiency and better outcomes.
Background & Challenges
Background:
NatureMetrics leads in biodiversity monitoring data using eDNA surveys and metabarcoding, expanding globally since its inception in 2014.
Challenges:
- Over-customised system: Previous Dynamics 365 Sales setup was overly customised, hindering usability.
- Usability issues: Complex navigation and user difficulties impacted productivity.
- Structural deficiencies: Lack of system structure affected management reporting and business development insights.
- Integration needs: Challenges integrating with Dynamics 365 Business Central due to data setup.
- Scalability requirement: Needed a solution adaptable to future growth and expansion.
The Solution & Implementation
Discovery and Planning:
Pragmatiq conducted an in-depth analysis of NatureMetrics’ requirements and workflows to redesign the Dynamics 365 Sales system to create a solution made with them in mind.
Execution:
- System re-architecture: Rebuilt Dynamics 365 Sales with structured processes, integrating standard features like Product and Price Lists, Quotes, and Discounts.
- Enhanced data structure: Improved data structure to enhance reporting capabilities and operational efficiency.
- Automation with Power Automate: Implemented notifications and workflow automation to streamline processes.
- Web form integration: Enhanced data capture through integrated web forms.
- Intelligent approval process: Deployed intelligent approval workflows aligned with daily operations.
- Integration with Dynamics 365 Business Central: Integrated Dynamics 365 Sales with Business Central for seamless data flow.
- Adoption of Dynamics 365 Marketing: Implemented Dynamics 365 Marketing to enhance marketing capabilities.
The Outcomes
- Improved information accessibility: Centralised data improved visibility and accessibility.
- Enhanced operational efficiency: Streamlined processes with an intuitive, integrated system.
- Advanced marketing capabilities: Leveraged Dynamics 365 Marketing for targeted campaigns.
- Scalable platform: Provided a stable foundation for future expansion plans.
- Enhanced management reporting: Empowered management with comprehensive insights for strategic decision-making.
Book a free discovery call to find out how Pragmatiq can transform your organisation with expert Dynamics 365 consultancy and tailored solutions.
