Tech Implement Customizes Dynamics 365 for a Medical Supplies Company

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Summary

A Canadian clear aligner company aimed to improve customer interaction and marketing efficiency. They sought Tech Implement’s expertise to customize their Dynamics CRM system. The solution facilitated automated email workflows for sending marketing brochures which improves the customer journey and operational transparency.

Problem Statement

The company faced challenges in effectively managing its marketing outreach. They required a solution to automate sending marketing brochures to potential customers via email, triggered by interactions on their WordPress website.

Solution Delivered

Tech Implement addressed these challenges by designing and developing HTML and CSS email templates.

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The solution included:

  • Development of marketing brochure templates in HTML and CSS.
  • Designing the customer journey within Dynamics CRM.
  • Writing custom workflows to embed templates into email bodies.
  • Enabling brochures to be automatically sent when visitors click download buttons on the WordPress site.

Results

The customization of Dynamics 365 led to significant improvements in customer satisfaction and operational efficiency:

  • Automated email workflows ensured the timely delivery of marketing materials.
  • Enhanced engagement through efficient and responsive communication.
  • Reduced manual processes and errors, leading to smoother operations.

Customization of Dynamics 365 For Efficient Marketing

Tech Implement’s customization of Dynamics 365 helped the medical supplies company to better manage its marketing efforts, resulting in a more transparent customer journey. This technological enhancement helped the company improve operational efficiencies and customer satisfaction for continued growth in the competitive medical industry.