Evolve Blue
40 Case Studies
A Evolve Blue Case Study
The customer, SynergEyes, a healthcare company specializing in contact lenses, faced challenges with fragmented CRM operations. Their legacy systems made managing client, account, and sales data across multiple regions cumbersome. They suffered from a lack of real-time visibility into sales and lens fit data, decentralized lead tracking, and error-prone manual data synchronization. Evolve Blue was engaged to address these issues with a Microsoft Dynamics CRM solution.
Evolve Blue implemented a customized Microsoft Dynamics CRM solution tailored for healthcare workflows. This included building sales and fits dashboards for visibility by lens, account, and region, developing a centralized lead tracking system, and creating a Windows service to automate the synchronization of user and sales data from the client's database. The results provided SynergEyes with real-time multi-region visibility, automated data sync to reduce errors and manual work, and a more scalable CRM operating model.