The customer
A leading U.S. healthcare performance-improvement company helping providers strengthen purchasing, analytics, operations and patient outcomes.
The problem
Years of customization had turned CRM into technical debt with a support bill attached.
What we built
We are replacing heavily customized Salesforce environments with a unified Microsoft Dynamics 365 platform across Sales, Customer Service and Project Operations, alongside contact-centre migration, AI agents and Finance and Operations support.
What changed
- Three Salesforce instances consolidated
- Sales, service and project operations unified
- Contact centre migrated; AI agents in plan
Built with
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Dynamics 365 Project Operations
- Dynamics 365 Contact Center