Summit VanderBilt

Summary

Summit One Vanderbilt modernized its distribution and marketing operations by integrating its ticketing system with Dynamics Sales and transitioning from HubSpot to Dynamics Marketing, Customer Insights, and Client Service. This shift enabled unified data management, ensuring a more streamlined and connected approach to client interactions.
As part of this transformation, a custom chatbot was deployed to maintain chat history across domains and sub-domains, ensuring seamless visitor interactions. Additionally, refinements to the FAQ page and client support chatbot improved accessibility, making information easier for visitors to find. With the right technology and expertise, Summit One Vanderbilt is now equipped to deliver more personalized and seamless client experiences.

Problems

  • Their ticketing system lacked compatibility with HubSpot, requiring manual tracking, impacting efficiency and visibility.

  • The ticketing solution partner offered a built-in connector for Dynamics Sales called CRM Plus, limiting Summit One Vanderbilt's ability to streamline its distribution process with HubSpot.

  • The existing website chatbot could not retain chat history when users switched between domains or sub-domains, leading to fragmented client interactions.

Outcome

  • Integrated the ticketing system with Dynamics Sales using CRM Plus to automate distribution processes and eliminate manual reporting.
  • Migrated distribution and marketing data from HubSpot to Dynamics Marketing, Customer Insights and Customer Service for unified management.
  • Customized modules to align with Summit's specific distribution and marketing workflows.
  • Developed a custom chatbot to maintain chat history across domains and enhance overall client interactions.
  • Integrated Data verse and MDA to store and manage chatbot conversations.

Features

Solution Features

Custom Dynamics Module
PVA Chatbot
Anonymous Lead Scoring
Data Migration
Model Driven App

Project

Timeline

Related Cases

Similar Stories

Draft Kings

Recreation

DraftKings streamlined governance, resolved deployment challenges, and optimized resources for the Power Platform with Imperium's co-managed service, ensuring efficient operations and enhanced platform performance.

Baptist Health

Healthcare

Baptist Health improved efficiency and reduced help desk ticket management delays by deploying a PVA chatbot integrated with Teams and SharePoint, enabling tailored support.

How Imperium Can Help

Are you looking to begin a digital transformation but unsure where to start? Do you need help envisioning your future state in Power Platform or Dynamics 365? Do you have a vision but need help with execution?
Book a consultation with our platform experts today.

Book a Meeting