Conference Scheduling Process- A Dynamics CRM 2011 solution

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Executive Summary

Our client, operating in the corporate sector, is a leading service provider seminars and conferences planning and scheduling. They also sell specific group of investment products through direct distribution to the public. The basal level of distribution would be through campaigns which are planned and conducted by them at local venues. Our client manages a series of three to four conference sessions over a week’s period of time. Each of these sessions will be conducted at one to two locations and cover the same subject matter in time to time manner.

About our Client

Client: Conference Planning Process provider | Location: California, USA | Industry: Software IT

Business Situation

Our client maintains his conferences schedule in a very casual manner. Normally conferences are conducted on an ad-hoc basis, manually (as needed). Within a year, they ramp the number of sessions to three nights (and lunches) a week for approximately 40 weeks per year in each of four initial Territories/ locations. This equates to over 450 separate conferences Sessions per year. Leads developed through the process needs to be tracked and mined for current and future sales opportunities. Organization and process tracking is critical for the success.

Our Solution & Customer Benefits

Our certified Dynamics CRM 2011 developers’ team analyzed the client's existing applications, business needs and all possible way to implement the business logic. With our automated solutions to the existing ‘Conference Scheduling Process’, our client now manages about 1500 conferences and seminars in every week. Now they deploy multiple popular platforms thereby significantly increasing our client's time to market and target audience coverage which help them to create more revenue .

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