Nationwide Boat Dealer
PowerObjects created a custom solution that took leads and created the appropriate contact and lead records (after running duplicate checking on various fields). It also populated the source data and created a lead history record as needed.
Custom notifications are linked to a salesperson, store manager, and/or product group based on the product entered in the lead capture. Email and phone
call activities are created automatically based on the lead received, allowing for quick turnarounds for salespeople, store managers, and product groups.
Additionally, the customer has CRM integrated into three websites, pulling in information and populating it in CRM. PowerObjects used C# and Scribe to trigger the solution. CRM’s marketing functionality is also a being utilized by the customer. They are initiating and tracking both online and offline campaigns using these out-of-the-box components.
With PowerObjects’ help, the customer re-vamped their internal development environments and processes. They wanted to use Microsoft CRM as it was intended, and are now successfully utilizing CRM for marketing, lead management, and reporting.