Solution Story
Assisted Living Operator

This customer is a Virginia-based assisted living operator.

Background

This Virginia-based assisted living customer operates in the United States, Canada, and the UK.

Challenge

PowerObjects was brought in after another Dynamics CRM partner failed the initial implementation. The customer was looking to deploy 1,300 seats of Dynamics CRM. The main issue for the customer was a lack in user adoption brought on by the first phase of their CRM rollout.

Solution

PowerObjects re-implemented the customer’s system to correct the user adoption issues. Now the customer has positive user adoption ratings for sales, marketing, and XRM relationship management components. The main focus for PowerObjects post initial implementation has been achieving high user adoption rates. This has been accomplished by re-architecting some functionality and adding the deployment of various PowerPack components such as PowerGlobalSearch and PowerOneView.

Additionally, PowerObjects has developed a plug-in for the customer. Now, based on the requirements created by PowerObjects, logic is in place to allow the customer’s system to link Opportunity entity records with the Connection entity—allowing the customer to update the Connection entity and have similar records linked to Lead entity records. Below is an example of how this works: Example: If a Connection that has the Opportunity entity as “Connect From” is:

Created:
Code logic will find the Originating Lead ID and the Lead record for that Opportunity. Similar connections will be created with the Lead as the “Connect From” and the same “Connect To” entity that was on the original Connection on the Opportunity entity. The code logic will also sync other Connection fields such as Connection Type, etc.

Updated:
Code logic will find the Originating Lead ID and the Lead record for that opportunity. It will search for any Connections that Lead record has as being the “Connect From” entity. If the code logic finds one such connection record, all the fields on such connection records with Lead being the “Connect From” entity and the same other entity being the “Connect To” entity are synched with the opportunity connection record. If more than one match is found, the oldest record data will be synced using the plugin code logic and the newer records will be deactivated.

Deleted:
The opportunity connection record. If more than one match is found, the oldest record data will be synced using the plugin code logic and the newer records will be deactivated.

Key Benefits

This successful project now has the customer utilizing Dynamics CRM for their individual business processes. With the help of PowerObjects, their user adoption is high and their business processes are seamless.