Contact management on a small scale with Microsoft Dynamics CRM.
Stiftung ComViva
Social Services & Foundations
Stiftung ComViva in Gais offers accommodation and work opportunities for people with disabilities. Theia introduced a small CRM based on Microsoft Dynamics CRM for the foundation's contact management.
The foundation needed a compact CRM for contact management. The project included specific adjustments to the active contacts view and the marketing lists form.
Theia implemented the mini CRM and adjusted the contact view and marketing lists form. After the rollout, Theia also supported the foundation with technical questions about its CRM environment.
Introduced a small Dynamics CRM
Adjusted the active contacts view and marketing lists form
Provided technical support after the rollout
Theia supported Superlab Suisse Epalinges in introducing Dynamics CRM and creating a custom dashboard. Another specific contribution followed when responsibility for the CRM changed: we transferred the licence and assigned the existing records to the new user.
VALUEworks uses an on-premises CRM based on Microsoft Dynamics in a family-office setting. Theia has supported the application for several years. Day-to-day work includes specific questions about mandates and reports, as well as assessing the changes the team would like to make.
Which emergency dental service covers a region, and when does the service change? To access this information, AERZTEFON needed an interface to Apollonia, the solution used by SSO Zürich. Theia implemented the technical connection and coordinated the API with AERZTEFON's development team.
Microsoft Dynamics CRM