Case Study: a Fortune 500 industrial process fluids manufacturer achieves CRM transformation and data consolidation with Advaiya and Dynamics 365

a fortune 500 industrial process fluids manufacturer migrates 1M+ records with Advaiya

Advaiya partnered with a Fortune 500 industrial process fluids manufacturer that was facing significant operational challenges following a corporate merger. The customer was struggling with separate CRM systems, diverse account management processes, and overlapping datasets. Advaiya was engaged to leverage this transformational opportunity to overhaul their sales processes and migrate from their existing Oracle CRM.

Advaiya implemented a comprehensive Microsoft Dynamics 365 CRM solution, which included lead, account, and opportunity management, as well as complex trials management and integration with project management tools. The results were substantial, including the migration of over 1 million records with less than 18 hours of downtime and a 65% reduction in data redundancy. The project trained users in over 60 countries and successfully migrated more than 50,000 documents, creating a unified and efficient global sales platform.