Integrated CRM and Customer Portal
Client: Civil Contractors Federation Victoria
Project Date: 14 July 2019
With over 75 years’ experience in serving the civil contractor industry, Civil Contractors Federation Victoria’s primary purpose is to support their members in skills training, accreditation, expert advice, advocacy, networking, news, technology, promotion and exclusive offers.
Challenge and Solutions
The Dynamics implementation delivered a centralised database for the whole business of all members and prospects, and all activities relating to them. Integration with their MYOB EXO accounting so that member purchase details and invoice history is available from within Dynamics. In addition, a portal was created for members to log in and update their details and view purchases and history.