Dynamica Labs

Dynamica Labs was hired by The Hunton Group, an HVAC company, to centralize data and improve activity tracking. The project involved consolidating data related to opportunities, quotes, orders, accounts, contacts, and competitors, as well as tracking sales interactions. Automated workflows and notifications were also incorporated to enhance efficiency. The project was successful in eliminating data fragmentation and improving the company's response times and overall process efficiency.

For Transwestern Real Estate Services, Dynamica Labs implemented Microsoft Dynamics 365 as a customized CRM system. The project involved migrating all existing data from an on-premise system to the cloud, with minimal disruption and full data integrity. The CRM was integrated with the company’s accounting and HR systems, external databases, website, Google services, Exchange, and SharePoint. Custom workflows and automation were implemented to streamline data processing, trigger notifications, perform internal calculations, and facilitate financial transactions. The project was successful in enhancing collaboration across departments and optimizing operations.

NorthStar, a funeral, cremation, and cemetery services provider, hired Dynamica Labs to create a new process in CRM to manage specific lead sources and develop advanced custom sales reporting. The project involved enhancing existing functionality, creating new features, and large data migrations. Dynamica also developed custom reports for management using PowerBI and worked on preventing duplicates from being created. The project was successful in supporting the company's sales department and cleaning up the system.