Revolutionizing Marketing and Customer Service with Integrated CRM Solutions

The client faced significant operational inefficiencies due to fragmented systems, manual processes, and an outdated customer engagement framework. To address these challenges, Intertec implemented a suite of solutions, including an upgrade to Dynamics 365 CRM, a custom-built customer portal, and advanced social media and marketing integrations. This transformation streamlined operations, enabled seamless communication across departments, and empowered the client to deliver a more personalized, omnichannel experience to their customers. The result was a more unified business ecosystem, enhanced customer engagement, and improved marketing effectiveness, driving both operational and financial success.

Business Problem

The client was managing a complex environment with multiple systems, leading to operational delays and inefficiencies. With a lack of integration between these systems, customer interactions lacked visibility, making it difficult to track progress and deliver timely services. The absence of a centralized customer portal resulted in fragmented communication, while manual marketing efforts hindered the ability to scale campaigns effectively. Additionally, the client struggled with disjointed social media and communication channels, limiting their reach and impact. These challenges contributed to slower response times, inconsistent service delivery, and missed opportunities for engagement, ultimately affecting both employee satisfaction and customer loyalty.

How Intertec Helped

Intertec provided a comprehensive solution to streamline the client’s operations, enhance customer engagement, and integrate their systems for improved efficiency. By leveraging Dynamics 365 CRM, cloud technologies, and marketing automation tools, we transformed their processes and provided seamless connectivity across all touchpoints.

Upgraded Dynamics 365 CRM from on-premises to the cloud for enhanced scalability and accessibility.
Implemented a custom Customer Portal to centralize customer interactions and improve engagement.
Integrated Power BI for data-driven insights, empowering better decision-making and real-time reporting.
Integrated Call Center for smoother customer service and quicker response times.
Connected social media platforms like Google Analytics, MailChimp, and Domo to enhance marketing efforts.
Automated Marketing Campaigns using LinkedIn Campaign Manager and Hootsuite, enabling more efficient and targeted outreach.

Business Outcomes Delivered

The solution delivered measurable improvements across operations, customer engagement, and marketing, transforming the client’s capabilities and strengthening their overall service delivery.

Enhanced customer engagement with improved communication and faster response times.
Unified platform for the organization, eliminating silos and boosting collaboration.
Omnichannel experience for customers and employees, ensuring consistency across all touchpoints.
Integrated marketing initiatives for more effective campaigns and outreach.
Stronger social media presence, increasing brand visibility and customer interaction.

Industry

Public Sector

Company Size

~200 employees

Revolutionizing Marketing and Customer Service with Integrated CRM Solutions

Business Problem

How Intertec Helped

Business Outcomes Delivered

Looking for a similar solution? Get in touch.

ABOUT US

INDUSTRIES

CONTACT US

SOLUTIONS & SERVICES