CRM Migration & API Integration
SBS Swiss Business School
Bildung & Forschung
3-4 Monate
2-3 Personen
A comprehensive CRM migration from Sugar CRM to Microsoft Dynamics 365 Sales was carried out for SBS Swiss Business School. Additionally, an API connection to the website was implemented to automatically transfer leads and inquiries to the CRM.
SBS Swiss Business School used Sugar CRM for managing their prospective students and alumni. The existing system was outdated and did not offer modern integration with the website. Inquiries through the website had to be manually entered, leading to delays and potential data loss. The school needed a future-proof CRM with automated lead capture.
The migration encompassed the complete transfer of all data from Sugar CRM to Microsoft Dynamics 365 Sales. Contacts, leads, opportunities, and historical communication data were cleanly migrated and data quality was improved.
Additionally, an API interface was developed that connects all web forms on the SBS website directly with Dynamics 365. New inquiries from prospective students are automatically captured as leads in the CRM and assigned to the responsible advisors. Power Automate triggers workflows that send automatic confirmation emails and create follow-up tasks.
Successful data migration of all contacts, leads, and opportunities
Seamless API integration between website and CRM
Automated lead capture from web forms
Improved sales processes through modern CRM features
Centralized overview of all prospective students
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Dynamics 365 Sales
Power Automate
Azure