Cloud answers consulting company’s call for global CRM solution

Published on the 18/08/2015 | Written by Intergen




  • Engineering/consulting/professional services


  • Deliver ‘anytime, anyplace’ globally integrated CRM solution


  • Microsoft Dynamics CRM Online
  • Microsoft SharePoint document management


  • Single global CRM solution
  • Online access to customer information
  • Improved financial performance through better management/maximisation of opportunities and customer interactions
  • Improved customer service
  • Transparency and visibility across the business
  • Cloud offers reach, reliability, scalability and technology currency, lower maintenance and onsite overheads


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Intergen solves information sharing challenge for WorleyParsons…

When consulting company WorleyParsons wanted a solution to manage its opportunity pipeline globally, it looked to Intergen to implement and support Microsoft’s Dynamics CRM Online solution to get A 360 degree view of all customers and prospects, from anywhere in the world. Thanks to the cloud technology, it now enjoys local, global and sector-wide reporting, with a single platform to manage accounts and customer interactions no matter where they take place.

Headquartered in Calgary, Canada, WorleyParsons delivers projects, provides expertise in engineering, procurement and construction, with a wide range of consulting and advisory services available worldwide. It has more than 35,000 staff, 800 users of CRM, and a presence on every continent.

Due to rapid organisational growth across the globe and hampered by a legacy system which could not scale to meet its expanding requirements, WorleyParsonsidentified a requirement to establish a single, cohesive global overview of its operations, customer accounts and new business prospects.

Furthermore, transparency between offices was needed and WorleyParsons wanted to maximise opportunities to leverage relationships and capability in one country, or to expand in other countries. The company also sought to improve efficiencies across its multinational customer base, while sharing useful knowledge and insights.

As a cloud-based customer relationship management software that supports sales, marketing and service functions, Microsoft Dynamics CRM Online was identified as the optimal solution to meet WorleyParsons’ needs. Among the features attractive to the consulting company is the universal access via a web browser. This made it the perfect solution for a global workforce, accessible from anywhere that has an internet connection.

Intergen implemented the solution and enhanced the value proposition by developing customised dashboards, which show opportunities at a glance, along with a report function that provides a 360 degree view of all customers and prospects.

Integration between CRM and an on-premise SharePoint document management system handles opportunity- and account-related documents to minimise online memory requirements.

One specific piece of functionality notifies relevant staff whenever a customer record is updated. This “push” function ensures that even if a staff member is not an authorised user of the system, customer information relevant to them – such as updates on business opportunities or news about specific customers – is still be delivered via email.

Staff can choose whether to receive notifications immediately, daily or weekly, and they can indicate what kind of opportunities they are interested in. The result: a system that empowers staff to perform effectively, rather than telling them what they should do.

Rolled out across 150+ WorleyParsons offices in 26 countries, the Microsoft Dynamics CRM solution has delivered significant business impact. With a single, centralised CRM solution, WorleyParsons has complete transparency and visibility across its operations, customer accounts and new business prospects. The solution has quickly become a core business tool to help field and sales staff to make the most of their opportunities, and while workloads are distributed effectively across offices.

Wherever in the world a WorleyParsons staff member may be, he or she has access to customised dashboards which provides valuable insights at a glance, with a the reporting function delivering a consolidated view of the status of all clients and prospects. With total visibility across all the countries in which it operates, WorleyParsons has the ability to maximise customer interactions like never before.

Source: This article was originally sourced from Intergen


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