Our Partnership with DBYD
IMS partnership with DBYD goes hand-in hand with our core competencies dedicated to their business as promised. IMS Operates to Provide end to end well founded solutions
The Solution
DBYD was using SugarCRM to keep track of membership, key contact and interactions information with members. Email is the MainSource of interaction in the current system. Other than that appointment, task, attachment, notes, event, product for merchandising, bug tracker are utilised to record information.
“Dial Before You Dig WA Limited” Management implemented Microsoft Dynamics 365 CRM solution to fulfil their current business needs.
In Summary, Microsoft Dynamics 365 CRM solution was implemented and will be migrated current Accounts, Contacts, emails, tasks, notes, appointments, events, attachments, calls and meeting records in to the new platform.
The Components
Set up and Configure Dynamics 365 (Production and Sandbox)
Assign users with required security
SugarCRM Data review and data mapping with Dynamics CRM
Data Conversion from SugarCRM to Dynamics CRM Sandbox system
Review sandbox conversion results
Testing and customer feedback
Data Conversion from SugarCRM to Dynamics CRM Production system
Review live conversion results
Flexibility and connectivity
With the integral migrated and customised solutions in place DBYD is able to automate their entire process which enables them to communicate well with the implemented systems. From Accounting and ERP to Dynamics 365 CRM, all working together with flexibility and connectivity like never before
Future
IMS will continue DBYD to keep up to date with technology, systems and future upgrades to be ahead. After implementation of the project, we are supporting DBYD with our support services, bug fixes and application enhancements and training for their staff to stay on top.