Dynamica Labs

BACKGROUND

Please describe your company and position.

I am the CRM Director of NorthStar

Describe what your company does in a single sentence.

We provide funeral, cremation, and cemetery services with a commitment to compassionate care and personalized memorialization.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamica Labs to accomplish?

• Create a new process in CRM to manage specific lead sources
• Advanced custom sales reporting

SOLUTION

How did you find Dynamica Labs?

Referral

Why did you select Dynamica Labs over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Dynamica Labs were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope in our project covers support and enhancing existing functionality and creation of new features.

In the support area, Dynamica is fixing bugs appearing due to various reasons and updates to the CRM based on changes in our Company.

New features are created when new processes are introduced to our company, especially in the Sales dept. Most of our processes developed have included large Data migrations. Within the latest feature design there is conducted analysis of business needs and user behavior.

Development of customg reports for management using PowerBI.
Another important  area of focus has been on prevention of duplicates getting created - this is still a work in progress, but many parts have been deployed so far, and are useful for cleaning-up the system.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

·         Created a new asset for business processes related to a new sales type— seminar events. This includes guest registration and KPI monitoring.

·         Based on the new process, created a report in Power BI to track sales actions at each stage of the pipeline, divided by territories and advisors.

·         Maintained the created process by applying updates when changes occur due to sales needs.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Deadlines were slightly delayed due to unexpected changes in the Sales process 

What was your primary form of communication with Dynamica Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The team tries to understand our industry as much as possible to provide us the best suggestions and results. 

Are there any areas for improvement or something Dynamica Labs could have done differently?

No, we are happy

BACKGROUND

Please describe your company and position.

I am the Director of Brokerage Applications of Transwestern Real Estate Services

Describe what your company does in a single sentence.

The privately held Transwestern companies have been delivering a higher level of personalized service and innovative real estate solutions since 1978.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamica Labs to accomplish?

• Support ongoing business needs and optimize operations.
• Integrate HR and accounting systems into a unified management ecosystem.
• Automate key processes, including project management, invoice creation, and payment synchronization.
• Implement business workflows such as automated calculations, notifications, and an approval process to enhance efficiency and organization.

SOLUTION

How did you find Dynamica Labs?

Referral

Why did you select Dynamica Labs over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Dynamica Labs were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of work for this project covers the end-to-end implementation of Microsoft Dynamics 365 as a customized CRM system to support accounting, contact management, deal/property management, invoicing, and payment processing. The project included migrating all existing data from an on-premises system to the cloud, with minimal disruption and full data integrity ensured throughout the process.

Additionally, the CRM has been integrated with the company’s accounting and HR systems, external databases, website, Google services, Exchange, and SharePoint. These integrations enable seamless data flow and enhance collaboration across departments.

Custom workflows and automation have been implemented to streamline data processing, trigger notifications, perform internal calculations, and facilitate financial transactions.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

·       Process Automation – Implemented automated workflows and notifications, reducing time spent on routine tasks and improving operational efficiency.

·       Integration of 20+ Systems – Successfully integrated over 20 external services with the internal infrastructure.

·       Data Quality – Conducted a full audit of imported data, implemented regular review processes, and introduced a weekly duplicate detection mechanism.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Dynamica exhibited strong project management capabilities, ensuring tasks were handled efficiently and communicated clearly throughout the process. They were highly responsive to our needs, promptly addressing any challenges and adapting to changes as required. Their structured approach allowed them to consistently deliver projects on time while maintaining a high standard of quality. Their professionalism and commitment to meeting deadlines made for a seamless and reliable collaboration.

What was your primary form of communication with Dynamica Labs?

Virtual Meeting

What did you find most impressive or unique about this company?

We're impressed with the dedication of their employees and their willingness to provide excellent service.

Are there any areas for improvement or something Dynamica Labs could have done differently?

none

BACKGROUND

Please describe your company and position.

I am the IT Director of The Hunton Group

Describe what your company does in a single sentence.

We provide energy-efficient HVAC systems, security and fire-life safety solutions, facility services, parts support, and advanced commercial and industrial control systems, all backed by customer-friendly financial solutions.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamica Labs to accomplish?

• Centralizing data for opportunities, quotes, orders, accounts, contacts, and competitors.
• mproving activity tracking through phone calls, visits, and other interactions.
• Automating workflows and notifications to enhance efficiency.
• Integrating CRM with Exchange for seamless communication.

SOLUTION

How did you find Dynamica Labs?

Referral

Why did you select Dynamica Labs over others?

• Pricing fit our budget
• Referred to me

How many teammates from Dynamica Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The project ensures data centralization, activity tracking, and workflow automation within Dynamics CRM. All opportunities, quotes, orders, accounts, contacts, and competitor information are consolidated to eliminate data fragmentation. Sales interactions, including calls, emails, and meetings, are actively logged, with an increasing volume within the first six months. Automated workflows and notifications reduce manual tasks, improving response times and overall process efficiency.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Data Centralization Success – All opportunities, quotes, orders, accounts, contacts, and competitor information are consolidated within Dynamics CRM, eliminating data fragmentation.

Enhanced Activity Tracking – The number of logged sales interactions, including phone calls, visits, emails, and meetings, increases within the first six months of CRM implementation.

Workflow Automation Efficiency – Time spent on manual tasks is reduced through automated workflows and notifications, leading to faster response times and improved process efficiency.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Dynamica demonstrated a structured and professional approach to project management. They followed a well-defined implementation plan, ensuring that each phase—from requirements gathering to deployment—was executed efficiently.

They adhered to the agreed timelines and delivered the project as scheduled. They worked proactively to keep the implementation on track.

Dynamica was responsive and adaptive to our requirements, and provided clear guidance throughout the process. Their team was quick to address any issues.

What was your primary form of communication with Dynamica Labs?

Virtual Meeting

What did you find most impressive or unique about this company?

Most importantly are the results provided by them.

Are there any areas for improvement or something Dynamica Labs could have done differently?

Nothing

BACKGROUND

Please describe your company and position.

I am the Lawyer and IT Projekt Manager of a law firm.

Describe what your company does in a single sentence.

We offer legal advice and legal services for small to medium-sized companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamica Labs to accomplish?

• Build and manage our CRM

SOLUTION

How did you find Dynamica Labs?

Online Search

Why did you select Dynamica Labs over others?

• High ratings
• Pricing fit our budget
• Great culture fit
• Good value for cost

How many teammates from Dynamica Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The team completely planned our CRM, including all the architecture, and then implemented it 1 to 1, migrating and maintaining data at the same time. In addition, the ongoing service of the CRM is guaranteed. The team immediately provides services and further development of the CRM.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Almost all our business needs can be covered by the CRM and additional services.  Our previously expressed needs were implemented 1 to 1 by the team.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The communication and project management is outstanding. The required features are always delivered on time. Overtime is also worked in between so that project deadlines are met. It is also very important that the team can set priorities and, in the case of urgent parallel developments, can also sensibly postpone ongoing, non-time-critical existing projects.

The extraordinarily professional, independent and objective advice should also be emphasized. The team always points out when our ideas become too expensive or are not in proportion to the success achieved. They always suggest creative alternative solutions that can achieve the same goal. We have appreciated this critical feedback advice enormously over the years because it is not standard with CRM teams.

What was your primary form of communication with Dynamica Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

The incredibly fast response times and the high standard of advice. We deliberately chose not to use a German company because the standard of advice there is much lower. Added to this are the absolutely fair conditions. The price-performance ratio is simply unbeatable. The open, targeted and always proactively friendly communication style is also extremely pleasant to work with.

Are there any areas for improvement or something Dynamica Labs could have done differently?

Quite honestly: no

BACKGROUND

Please describe your company and position.

I am the Co-Founder of bizZzdev

Describe what your company does in a single sentence.

Sales and marketing consulting for software development companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamica Labs to accomplish?

• Setup Dynamics 365 CRM
• Automate lead flow
• Operate inbound contacts

SOLUTION

How did you find Dynamica Labs?

Clutch Site

Why did you select Dynamica Labs over others?

• Pricing fit our budget
• Referred to me

How many teammates from Dynamica Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The team delivered exceptional support in automating our sales and marketing processes using Dynamics 365. By integrating multiple lead capture channels and implementing automated lead scoring, they streamlined the prioritization of opportunities.

Their expertise in configuring sales pipelines and enhancing customer relationship management ensured seamless tracking and follow-ups. For marketing, they developed automated email campaigns, audience segmentation, and detailed analytics, significantly improving outreach efforts. The customized dashboards and real-time reporting provided valuable insights.

Overall, the tailored solutions enhanced operational efficiency, improved customer engagement, and positively impacted our revenue growth.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Increased Lead Conversion Rate: Lead conversion improved from 15% to 25%, resulting in a 67% increase
• Shortened Sales Cycle: Average time to close a deal decreased by 33%
• Higher Email Campaign Engagement: Email open rates improved from 18% to 28%, and click-through rates increased from 2% to 5%

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We had personal meeting every week where we discussed deliverables.

What was your primary form of communication with Dynamica Labs?

Virtual Meeting

What did you find most impressive or unique about this company?

Dynamica Labs' tried to understand our industry as much as possible to deliver the best results.

Are there any areas for improvement or something Dynamica Labs could have done differently?

Nothing.

BACKGROUND

Please describe your company and position.

I am the CEO of Loft-soft

Describe what your company does in a single sentence.

Drupal software development.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamica Labs to accomplish?

• Set up CRM
• Enhance number of leads
• Automate email

SOLUTION

How did you find Dynamica Labs?

Online Search

Why did you select Dynamica Labs over others?

Good value for cost

How many teammates from Dynamica Labs were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

The team helped us set up Dynamics 365 (D365) to streamline our operations and improve customer relationship management. They tailored modules like Sales, Marketing, and Customer Service to fit our specific needs as a software company. They also integrated D365 with our existing ERP system and third-party applications, ensuring a smooth flow of data across platforms. The team configured user roles, security settings, and compliance measures to protect sensitive information and adhere to regulations. Additionally, they provided thorough training and ongoing support, helping us maximize the system’s potential and adapt it as our business grows.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The Dynamics 365 setup resulted in a 30% improvement in sales pipeline efficiency and a 25% increase in customer retention rates. Automated workflows reduced manual tasks by 40%, saving significant time and resources. Enhanced data insights allowed for more informed decision-making, driving a 20% growth in revenue within the first year.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was highly organized and efficient, ensuring all deliverables were completed on time and within scope. They maintained clear communication throughout the process, providing regular updates and promptly addressing any concerns or changes in requirements. Their responsiveness to our needs was exceptional, often going beyond expectations to tailor solutions that aligned perfectly with our business objectives.

What was your primary form of communication with Dynamica Labs?

Virtual Meeting

What did you find most impressive or unique about this company?

Personal involvement of C-level.

Are there any areas for improvement or something Dynamica Labs could have done differently?

Nope.

BACKGROUND

Please describe your company and position.

I am the CEO of a software development company.

Describe what your company does in a single sentence.

Custom .NET software development.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Dynamica Labs to accomplish?

• Subcontractors for D365

SOLUTION

How did you find Dynamica Labs?

Online Search

Why did you select Dynamica Labs over others?

Pricing fit our budget

How many teammates from Dynamica Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We hired them as a subcontractors for our client, they worked for 10 months for them as Dynamics 365 consultants.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

For us it was 30% of revenue for end client +15% in leads quantity increase.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Zoom calls every several days to deliver the scope.

What was your primary form of communication with Dynamica Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

They had a good knowledge of the real estate industry as we needed.

Are there any areas for improvement or something Dynamica Labs could have done differently?

No.