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Migrating from Salesforce to D365 in one month
Root16 Reply helped Cooler Screens migrate from Salesforce to Microsoft Dynamics 365 in < 30 days and replaced manual tasks with automation.
The advertising sales team at Cooler Screens was growing quickly.
The team was using Salesforce to track customers and opportunities, but the platform wasn't meeting their needs as they grew. Instead of renewing with Salesforce, their leadership team decided the best move for the business was migrating to Dynamics 365.
THE CHALLENGE
Cooler Screens needed to configure D365 and migrate their data in just one month
When we met with their team, the clock was ticking. The primary challenge they faced was needing to move off Salesforce in just 4 weeks before their licenses expired or renewed. “We decided not to renew with Salesforce and migrate our CRM from Salesforce to Microsoft Dynamics 365,” said Steven Schain, Director of Business Intelligence at Cooler Screens. “We needed to create a workflow to capture advertiser records, campaign opportunities, customer billing, contacts, creating reporting dashboards, and advertiser activities.”
"I highly recommend Root16 Reply to anyone with CRM needs."
Steve Schain
Director of Business Intelligence, Cooler Screens
THE APPROACH
Discovery, configuration, and migration
During Discovery, Root16 dug deeper into the team’s pain points. With Salesforce, Cooler Screens didn’t have relationships set up between their Account records and they weren’t storing brand data in a consistent way. Root16 architected a new Account hierarchy so Cooler Screens could like their Advertiser Accounts to the proper brand names and agencies associated with a given Account.
Changing the structure made it easier for reporting and allowed the Cooler Screens sales team to filter down the agencies and brands when creating a new opportunity record. Schain described working with Root16 like, “adding an extra strategy partner to your team.”
the solution
Automating processes to enhance visibility and increase efficiency
After the initial go-live, Root16 focused on streamlining several manual workarounds. In Salesforce, the sales team leader would have to look up SKUs, find pricing, and manually calculate totals when they created orders for advertisers (internally known as Insertion Orders or “IO”). This manual process could easily take someone half a day to complete one IO. And, after the IO was created, it still needed to be reviewed by finance, sent to the customer, and signed. Our team was able to automate the entire IO process. Here's what the automated process looks like from start to finish in Dynamics 365:
THE RESULTS
Enjoying the benefits of Microsoft Dynamics 365
Within just a few short weeks, Cooler Screens drastically changed how their team worked. Not only did our team build and migrate them to a new CRM deployment on a new platform, but their team instantly stopped spending so much time doing manual and administrative work. Their customers also benefitted from the migration, with a faster, more streamlined experience when placing ads.
What is their favorite part of the solution? Schain shared, “Definitely the various dashboard views. These dashboards help our team review their individual work or the work under managers at a glance. We know exactly what we’ve completed recently, the number of activities, opportunity progress, and what closed or opened the previous week.”
Cooler Screens
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Cooler Screens is changing the traditional shopping experience for brick-and-mortar retailers. Their IoT-enabled screens not only make it easier to display products housed in coolers, but it also provides unique advertising opportunities for brands. Smart screens easily allow customers to see pictures, information, and promotions. This in turn creates greater appeal and more sales.