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Development of Cloud-Based CRM Solution for Optical Measurement Industry
  1. case
  2. Development of Cloud-Based CRM Solution for Optical Measurement Industry

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Development of Cloud-Based CRM Solution for Optical Measurement Industry

future-processing.com
Manufacturing
Automotive
Aerospace
Research & Development

Business Challenges Identified

Lenso Ltd. required a centralized system to manage client relationships, organize business processes, and improve customer experience. Existing challenges included fragmented information storage, inefficient task management workflows, lack of personalized customer relationship capabilities, and limited visibility into client interaction history.

About the Client

Exclusive distributor of optical measurement solutions in Poland, providing 3D metrology systems, implementation support, and technical training for quality control applications

Strategic Project Goals

  • Implement cloud-based CRM solution for organizational efficiency
  • Create industry-specific client relationship management tools
  • Enhance customer service through systematic process execution
  • Enable personalized, data-driven customer interactions
  • Integrate with existing Microsoft Dynamics CRM and Outlook ecosystem

Core System Requirements

  • Relationship Manager for client-industry-product mapping
  • Customizable Kanban task management system
  • Personalized executive dashboard with key metrics
  • Google Maps-based client location visualization
  • Account hierarchy dependency tree visualization
  • Dedicated sitemap for critical process navigation
  • Automated data visibility and real-time updates

Technology Stack Requirements

Microsoft Dynamics CRM Online
Outlook Plugin Integration
Google Maps API
Cloud-based architecture

System Integration Needs

  • Microsoft Outlook calendar and email synchronization
  • GOM product database integration
  • Hotel booking API for client visit planning
  • Future GOM CRM system connectivity

Operational Requirements

  • Scalable cloud infrastructure
  • Role-based access control
  • High-availability cloud deployment
  • Intuitive user interface
  • Data encryption and compliance

Expected Business Outcomes

Implementation of the CRM solution is expected to enhance organizational efficiency through centralized information management, improve customer relationship quality via personalized interactions, reduce operational costs through process automation, and enable proactive customer service through historical data visibility. The system will provide real-time business insights while maintaining integration with existing Microsoft ecosystem tools.

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