About EQS Group
EQS Group is a leading international provider of digital corporate communications. Since its founding in 2000, the EQS Group has grown to be a leading global provider of digital solutions for investor relations and corporate communications. The EQS Group is headquartered in Munich, with a further domestic office in Hamburg. The international growth strategy has led to subsidiaries in Zurich, Moscow, Hong Kong, Shenzhen, Singapore, Taipei, and Kochi.
EQS Group needed a CRM partner that could fulfil all their CRM needs. This includes extending functionality of Microsoft Dynamics CRM to enhance sales and marketing, data migration from previous CRM systems, Integration of Microsoft Dynamics CRM with Microsoft NAV, reporting and business intelligence, education and on-going support.
- To enhance sales, we developed a custom proposal generation mechanism from Quote and Quote Details.
- To enhance marketing, we developed a custom grid on Lead and Contact to display the related Campaign, Campaign Activity and ability to add Campaign Responses, right from the same grid.
- For data migration and integration, we used SSIS with KingswaySoft Toolkit.
- For reporting and business intelligence, custom SSRS reports were developed.
- A single CRM system that will be used across all the offices of the EQS Group
- Sales team can easily generate commercial proposals from Microsoft Dynamics CRM
- Efficient ways to monitor campaign progress and adding of campaign responses
- Increased sales and lead conversion rates
- Increased user adoption and efficiency