Customer Success
Creating a CRM and providing a source for sales insights to drive Morepen forward
Upgrade – Microsoft Dynamics 365 Finance & Operations /
Dynamics AX
Manufacturing & Distribution
India
About the Company
Morepen has been in the industry for 31 years and is India’s leading pharma company, with interests in the areas of API’s, Domestic Formulations, Diagnostics & OTC. Some of their over-the-counter (OTC) products – such as Burnol, Lemolate, Sat-Isabgol – are household names across the country.
OnActuate’s knowledge of our processes and local tax regulations was crucial in leading a smooth transition to a single ERP system. We can now manage our back-office processes more efficiently, leaving more time to focus on our omni-channel customer experience strategy. This helped us quickly innovate to better offer contactless ordering during the pandemic.
Vinay Kumar
Group CIO, McDonald’s India (CPRPL)
Business Challenge
No CRM application that was centralized, which prevented tracking of ongoing and historical conversations with customers. Also, sales were tracked on Excel, email, phone and NAV with no insight on sales pipeline and prospects, customer demand or ongoing opportunity.
Solution
OnActuate switched Morepen to Microsoft Dynamics 365 Sales, Gmail and NAV Integration to transition the API Division’s old system of customer and sales management to a modern, faster process.
