Basic Research Uses Dynamics 365 for Sales, Marketing and ERP

CLIENT EXAMPLE:

Basic Research is an award-winning, multimillion-dollar organization with top products in the weight-loss, bodybuilding, anti-aging, joint health, and skin-care industries.

SCOPE OF THE PROJECT

• Call-Pop (& IVR Menu)

• Caller (Contact) Verification

• Order Generation

• Payment Processing

• Subscription and Membership Management

• ERP Integration (Invoice and Status Updates)

• Full Integration of Sales and Marketing

THE CHALLENGE:

Company Challenge #1 - Visibility

• Basic Research needed a fully integrated view of their customers journey throughout the buying process. They wanted a solution that showed a consumers first impression, to purchase, all the way through the conversion to becoming a lifetime customer.

Company Challenge #2 - Communication

• A big challenge at Basic Research was the inability to reach customers with the proper channel, (retail, phone, web, SMS, social, etc.) This ineffeciency lead to lost leads, opportunities, and sales. The company was working with siloed technologies that did not allow departments to have a common understanding of customer demographics and sociographics.

Company Challenge #3 - Maximizing Marketing and Sales Budgets

• Data is the electricity that runs an organization and Basic Research struggled to measure the success and failures of marketing campaigns. The organization would continually spend money inefficienciently. They needed an alignment of marketing spends to data and positive outcomes.