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Microsoft Dynamics
                                             Customer Solution Case Study




                                             Software Company Uses CRM Solution to
                                             Track and Manage Sales Activities



Overview                                     Microsoft® Dynamics™ CRM 3.0 is a perfect fit for our
Country or region: India
Industry: Information Technology Services
                                             infrastructure. It has simplified the marketing and
                                             sales processes, thereby providing us a clearer
Customer Profile
Cranes Software International Limited is a
                                             picture of our customer’s requirements.”
company that provides Enterprise             Pradeep Kumar, Senior Vice President, Cranes Software International Limited
Statistical Analytics and Engineering
Simulation Software Products and             Cranes Software International Limited has its presence in 39
Solutions across the globe. The company's
business in                                  countries across the world and has a 350,000 strong global user
                                             base. Cranes Software offers a range of proprietary products such
Business Situation
Cranes Software sought a customer            as SYSTAT, SigmaPlot, SigmaStat, amongst others and well known
relationship management system that          products from reputed principals such as Engineering Technology
would allow it to better coordinate and
track its customers along with marketing     Associates, Livermore Software Technology Corporation, The
activities.                                  Mathworks, Texas Instruments and IBM. However, the company’s
Solution                                     Access based processes for managing and tracking activities was
Working with its partner, Sonata Software,   cumbersome. With more than 350,000 customers worldwide and a
Cranes implemented Microsoft®
Dynamics™ CRM 3.0, which has resulted in     legacy system, Cranes Software wanted to gear up to meet the
improvements to company’s sales and          growing needs of the business. Working with Microsoft Gold
marketing efforts.
                                             Certified Partner, Sonata Software, Cranes deployed Microsoft
Benefits                                     Dynamics CRM 3.0. The new solution supports all business
 Improved customer service
 Ease of use
                                             processes and offers employees a user-friendly interface.
 Instant access to customer information
“We wanted a system                          Situation                                            direct offices in India and one each in
                                             Cranes Software is present in 39 countries           Singapore and UAE, and a network of
that was user-friendly                       across the world and has a 350,000 strong            distributors in Asia.
and didn’t require a lot                     global user base. Cranes Software offers a
                                             range of proprietary products - SYSTAT,              While the company has 14 business units,
of training. Microsoft                       SigmaPlot, SigmaStat, SigmaScan,                     Microsoft CRM system is implemented for the
Dynamics CRM 3.0                             TableCurve 2D, TableCurve 3D, PeakFit,               CRANES MATHWORKS (CMW) division.
                                             NISA, XID, XIP, Survey ASYST, iCapella,              “Earlier we did not have an efficient solution
seemed like a natural                        InventX and world-renowned products from             in place,” explains Zakir Hussain, Vice
choice because it                            reputed principals such as Engineering               President, Cranes Software Limited. “We
                                             Technology Associates, Livermore Software            were using Microsoft Office Access based in
connects very easily with                    Technology Corporation, The Mathworks,               house application for sales and service and
all the existing Microsoft                   Texas Instruments and IBM. Cranes value              want to scale up the tracking and managing
                                             proposition is to empower enterprises to             of marketing activities, as also the tracking of
tools we were using.”                        transform themselves into scientific learning        campaign plans and budgets.”
Venkatesh G P, Senior Business Consultant,   organizations that extract useful information
Cranes Software Ltd                          from data to discover the unforeseen,                Cranes Software sought a single, fully
                                             unfavourable patterns of the past and the            integrated CRM system that could offer ease
                                             narrow down on parameters necessary to               of use for employees at a cost-effective price.
                                             implement sure-fire models, hence analytics-
                                             enabling their future.
                                                                                                  Solution
                                             Cranes brings to the table the extensive             Cranes Software considered CRM that
                                             experience of addressing the needs of large          interfaces with salesforce.com, is highly
                                             multinational companies in diverse areas -           intuitive and can interface with our in-house
                                             governments, defense establishments,                 systems, its compatibility with our own
                                             educational and research institutions in a           products that are also built on the Microsoft
                                             variety of fields inclusive of but not limited to,   technologies. However, the company was
                                             medical research, psychological research,            most attracted to Microsoft® Dynamics™
                                             environmental sciences, criminological               CRM 3.0 for its familiar interface and ability
                                             sciences, geo sciences, life sciences,               to integrate with other Microsoft
                                             chemistry, aerospace, biotech,                       technologies.
                                             telecommunication, automotive, physics,
                                             quality control, biology, materials                  “We wanted a system that was user-friendly
                                             characteristics, pathology, engineering,             and didn’t require a lot of training,” explains
                                             defence, oil exploration, automotive                 Venkatesh G P, Senior Business Consultant,
                                             engineering, remote sensing, empirical               Cranes Software Limited, “Microsoft
                                             analysis, bioinformatics, material sciences,         Dynamics CRM 3.0 seemed like a natural
                                             electronics engineering, signal processing,          choice because it connects very easily with all
                                             consumer research and marketing and many             the existing Microsoft tools we were using.”
                                             more.
                                                                                                  Cranes Software turned to Microsoft® Gold
                                             Cranes reaches it global customers through           Certified partner, Sonata Software, a premier
                                             four direct offices, a wide re-seller network        IT consulting and software services company,
                                             and a web-based channel in the US, two               for assistance. Sonata analyzed the system
                                             direct offices in the UK and Germany and a           requirements of the company and
                                             network of distributors in Europe, and three
“We are hoping to see                        customized Microsoft CRM 3.0 to meet the          helps the sales team to nurture and retain
                                             company’s needs.                                  customers, and also track progress.”
benefits on our
customer contacts and                        “Microsoft CRM 3.0 was chosen because it          Ease of Use
                                             was easy to implement and very user               Microsoft Dynamics CRM 3.0 is a user-
relations. The new CRM                       friendly,” says Rajiv Menon, Senior Vice          friendly business solution, which empowers
solution helps to store                      President, Cranes Software. “It was a solution    Cranes Software users to obtain business
                                             that would cater to the requirements of our       information instantaneously. The solution
all customer information                     customers.”                                       presents a familiar interface similar to that of
in a single place. This                                                                        Microsoft Office Outlook, which increases
                                             The modules implemented were Sales,               user adoption and productivity.
helps sales team to                          Marketing, and Services. The new Microsoft
nurture and retain                           Dynamics CRM solution delivers a fast,            Instant Access to Customer Information
                                             flexible, and affordable solution that drives     Microsoft Dynamics CRM 3.0 provides Cranes
customers, and also                          consistent, measurable improvements in            management with powerful, detailed, and up-
track progress."                             every business process.                           to-date information, information that was not
                                                                                               available in the company’s previous systems.
Shobha Murali, Assistant Vice President -    Each module was customized according to its       Every detail of the customer is now
Corporate Quality, Cranes Software Limited   requirements. The solution handles all sales      accessible to the senior management in
                                             activities, tracking them to closures.            terms of sales and support history, etc.,
                                             Marketing activities, lead generation, and        which benefits effective business decision
                                             campaign management were also taken care          making.
                                             of. Proper processes were set up to track and
                                             escalate customer queries, and then the
                                             solution was communicated to the customer.

                                             The implementation was completed in three
                                             months. Testing and training took another
                                             one month. To date, the CRM solution has
                                             been rolled out to 90 – 100 users.



                                             Benefits
                                             By implementing Microsoft Dynamics CRM
                                             3.0, Cranes Software has created an
                                             integrated and user-friendly solution that
                                             works well with existing technology.

                                             Improved Customer Service
                                             The solution enables the company to provide
                                             better service and greater opportunities to its
                                             customers. “We are hoping to see benefits on
                                             our customer contacts and relations,” says
                                             Shobha Murali, Assistant Vice President -
                                             Corporate Quality, Cranes Software Limited.
                                             “The new CRM solution helps to store all
                                             customer information in a single place. This
For More Information                                            About Sonata Software Limited                  Microsoft Dynamics
For more information about Microsoft                            Sonata Software, headquartered in              Microsoft Dynamics is a line of integrated,
products and services, call the Microsoft                       Bangalore is a leading IT consulting and       adaptable business management solutions
Sales Information Center at (800)                               services company. Sonata's customer base       that enables you and your people to make
426-9400. In Canada, call the Microsoft                         spans across India, United States, Europe      business decisions with greater confidence.
Canada Information Centre at (877)                              and Asia-Pacific. Its portfolio of services    Microsoft Dynamics works like familiar
568-2495. Customers who are deaf or                             include ERP and CRM implementations, IT        Microsoft software such as Microsoft Office,
hard-of-hearing can reach Microsoft text                        consulting, application development,           which means less of a learning curve for your
telephone (TTY/TDD) services at (800)                           application management, managed testing,       people, so they can get up and running
892-5234 in the United States or (905)                          business intelligence, infrastructure          quickly and focus on what’s most important.
568-9641 in Canada. Outside the 50                              management and outsourced product              And because it is from Microsoft, it easily
United States and Canada, please contact                        development. Sonata, a 198 Million USD         works with the systems that your company
your local Microsoft subsidiary. To access                      company is listed on the Indian Stock          already has implemented. By automating and
information using the World Wide Web, go                        Exchanges and is ISO 9001 and SEI CMM          streamlining financial, customer relationship,
to: www.microsoft.com                                           Level 5 certified. The Indian operations of    and supply chain processes, Microsoft
                                                                Sonata Software are managed through its        Dynamics brings together people, processes,
For more information about Sonata                               wholly-owned subsidiary, Sonata Information    and technologies, increasing the productivity
Software Limited products and services,                         Technology Limited.                            and effectiveness of your business, and
please call (91) (80) 2661 0330 or visit                                                                       helping you drive business success.
the Web site at: www.sonata-software.com                        Sonata is a Gold Certified partner for
                                                                Microsoft and has dedicated Centers of         For more information about Microsoft
For more information about Cranes                               Excellence on Microsoft Dynamics and           Dynamics, go to:
Software Limited products and services,                         Business Intelligence. These centers are       www.microsoft.com/dynamics
call (91) (80) 4112 0000 or visit the Web                       focused on proactively building competency
site at: www.cranessoftware.com                                 and providing cutting-edge solutions to
                                                                customers to help them leverage the power
                                                                of Microsoft technologies.




                                                                 Software and           Services              Hardware
                                                                  Products                                    Intel Xeon CPU 3.0GHz, 2GB RAM
                                                                    − Microsoft Dynamics CRM 3.0
                                                                    − Windows Server 2003 Standard Edition    Partner
                                                                    − Microsoft SQL Server 2000                Sonata Software Limited
                                                                    − Microsoft Exchange Server




This case study is for informational purposes only. MICROSOFT
MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS
SUMMARY.

Document published December 2007

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Microsoft India – Cranes Software International Limited Case Study

  • 1. Microsoft Dynamics Customer Solution Case Study Software Company Uses CRM Solution to Track and Manage Sales Activities Overview Microsoft® Dynamics™ CRM 3.0 is a perfect fit for our Country or region: India Industry: Information Technology Services infrastructure. It has simplified the marketing and sales processes, thereby providing us a clearer Customer Profile Cranes Software International Limited is a picture of our customer’s requirements.” company that provides Enterprise Pradeep Kumar, Senior Vice President, Cranes Software International Limited Statistical Analytics and Engineering Simulation Software Products and Cranes Software International Limited has its presence in 39 Solutions across the globe. The company's business in countries across the world and has a 350,000 strong global user base. Cranes Software offers a range of proprietary products such Business Situation Cranes Software sought a customer as SYSTAT, SigmaPlot, SigmaStat, amongst others and well known relationship management system that products from reputed principals such as Engineering Technology would allow it to better coordinate and track its customers along with marketing Associates, Livermore Software Technology Corporation, The activities. Mathworks, Texas Instruments and IBM. However, the company’s Solution Access based processes for managing and tracking activities was Working with its partner, Sonata Software, cumbersome. With more than 350,000 customers worldwide and a Cranes implemented Microsoft® Dynamics™ CRM 3.0, which has resulted in legacy system, Cranes Software wanted to gear up to meet the improvements to company’s sales and growing needs of the business. Working with Microsoft Gold marketing efforts. Certified Partner, Sonata Software, Cranes deployed Microsoft Benefits Dynamics CRM 3.0. The new solution supports all business  Improved customer service  Ease of use processes and offers employees a user-friendly interface.  Instant access to customer information
  • 2. “We wanted a system Situation direct offices in India and one each in Cranes Software is present in 39 countries Singapore and UAE, and a network of that was user-friendly across the world and has a 350,000 strong distributors in Asia. and didn’t require a lot global user base. Cranes Software offers a range of proprietary products - SYSTAT, While the company has 14 business units, of training. Microsoft SigmaPlot, SigmaStat, SigmaScan, Microsoft CRM system is implemented for the Dynamics CRM 3.0 TableCurve 2D, TableCurve 3D, PeakFit, CRANES MATHWORKS (CMW) division. NISA, XID, XIP, Survey ASYST, iCapella, “Earlier we did not have an efficient solution seemed like a natural InventX and world-renowned products from in place,” explains Zakir Hussain, Vice choice because it reputed principals such as Engineering President, Cranes Software Limited. “We Technology Associates, Livermore Software were using Microsoft Office Access based in connects very easily with Technology Corporation, The Mathworks, house application for sales and service and all the existing Microsoft Texas Instruments and IBM. Cranes value want to scale up the tracking and managing proposition is to empower enterprises to of marketing activities, as also the tracking of tools we were using.” transform themselves into scientific learning campaign plans and budgets.” Venkatesh G P, Senior Business Consultant, organizations that extract useful information Cranes Software Ltd from data to discover the unforeseen, Cranes Software sought a single, fully unfavourable patterns of the past and the integrated CRM system that could offer ease narrow down on parameters necessary to of use for employees at a cost-effective price. implement sure-fire models, hence analytics- enabling their future. Solution Cranes brings to the table the extensive Cranes Software considered CRM that experience of addressing the needs of large interfaces with salesforce.com, is highly multinational companies in diverse areas - intuitive and can interface with our in-house governments, defense establishments, systems, its compatibility with our own educational and research institutions in a products that are also built on the Microsoft variety of fields inclusive of but not limited to, technologies. However, the company was medical research, psychological research, most attracted to Microsoft® Dynamics™ environmental sciences, criminological CRM 3.0 for its familiar interface and ability sciences, geo sciences, life sciences, to integrate with other Microsoft chemistry, aerospace, biotech, technologies. telecommunication, automotive, physics, quality control, biology, materials “We wanted a system that was user-friendly characteristics, pathology, engineering, and didn’t require a lot of training,” explains defence, oil exploration, automotive Venkatesh G P, Senior Business Consultant, engineering, remote sensing, empirical Cranes Software Limited, “Microsoft analysis, bioinformatics, material sciences, Dynamics CRM 3.0 seemed like a natural electronics engineering, signal processing, choice because it connects very easily with all consumer research and marketing and many the existing Microsoft tools we were using.” more. Cranes Software turned to Microsoft® Gold Cranes reaches it global customers through Certified partner, Sonata Software, a premier four direct offices, a wide re-seller network IT consulting and software services company, and a web-based channel in the US, two for assistance. Sonata analyzed the system direct offices in the UK and Germany and a requirements of the company and network of distributors in Europe, and three
  • 3. “We are hoping to see customized Microsoft CRM 3.0 to meet the helps the sales team to nurture and retain company’s needs. customers, and also track progress.” benefits on our customer contacts and “Microsoft CRM 3.0 was chosen because it Ease of Use was easy to implement and very user Microsoft Dynamics CRM 3.0 is a user- relations. The new CRM friendly,” says Rajiv Menon, Senior Vice friendly business solution, which empowers solution helps to store President, Cranes Software. “It was a solution Cranes Software users to obtain business that would cater to the requirements of our information instantaneously. The solution all customer information customers.” presents a familiar interface similar to that of in a single place. This Microsoft Office Outlook, which increases The modules implemented were Sales, user adoption and productivity. helps sales team to Marketing, and Services. The new Microsoft nurture and retain Dynamics CRM solution delivers a fast, Instant Access to Customer Information flexible, and affordable solution that drives Microsoft Dynamics CRM 3.0 provides Cranes customers, and also consistent, measurable improvements in management with powerful, detailed, and up- track progress." every business process. to-date information, information that was not available in the company’s previous systems. Shobha Murali, Assistant Vice President - Each module was customized according to its Every detail of the customer is now Corporate Quality, Cranes Software Limited requirements. The solution handles all sales accessible to the senior management in activities, tracking them to closures. terms of sales and support history, etc., Marketing activities, lead generation, and which benefits effective business decision campaign management were also taken care making. of. Proper processes were set up to track and escalate customer queries, and then the solution was communicated to the customer. The implementation was completed in three months. Testing and training took another one month. To date, the CRM solution has been rolled out to 90 – 100 users. Benefits By implementing Microsoft Dynamics CRM 3.0, Cranes Software has created an integrated and user-friendly solution that works well with existing technology. Improved Customer Service The solution enables the company to provide better service and greater opportunities to its customers. “We are hoping to see benefits on our customer contacts and relations,” says Shobha Murali, Assistant Vice President - Corporate Quality, Cranes Software Limited. “The new CRM solution helps to store all customer information in a single place. This
  • 4. For More Information About Sonata Software Limited Microsoft Dynamics For more information about Microsoft Sonata Software, headquartered in Microsoft Dynamics is a line of integrated, products and services, call the Microsoft Bangalore is a leading IT consulting and adaptable business management solutions Sales Information Center at (800) services company. Sonata's customer base that enables you and your people to make 426-9400. In Canada, call the Microsoft spans across India, United States, Europe business decisions with greater confidence. Canada Information Centre at (877) and Asia-Pacific. Its portfolio of services Microsoft Dynamics works like familiar 568-2495. Customers who are deaf or include ERP and CRM implementations, IT Microsoft software such as Microsoft Office, hard-of-hearing can reach Microsoft text consulting, application development, which means less of a learning curve for your telephone (TTY/TDD) services at (800) application management, managed testing, people, so they can get up and running 892-5234 in the United States or (905) business intelligence, infrastructure quickly and focus on what’s most important. 568-9641 in Canada. Outside the 50 management and outsourced product And because it is from Microsoft, it easily United States and Canada, please contact development. Sonata, a 198 Million USD works with the systems that your company your local Microsoft subsidiary. To access company is listed on the Indian Stock already has implemented. By automating and information using the World Wide Web, go Exchanges and is ISO 9001 and SEI CMM streamlining financial, customer relationship, to: www.microsoft.com Level 5 certified. The Indian operations of and supply chain processes, Microsoft Sonata Software are managed through its Dynamics brings together people, processes, For more information about Sonata wholly-owned subsidiary, Sonata Information and technologies, increasing the productivity Software Limited products and services, Technology Limited. and effectiveness of your business, and please call (91) (80) 2661 0330 or visit helping you drive business success. the Web site at: www.sonata-software.com Sonata is a Gold Certified partner for Microsoft and has dedicated Centers of For more information about Microsoft For more information about Cranes Excellence on Microsoft Dynamics and Dynamics, go to: Software Limited products and services, Business Intelligence. These centers are www.microsoft.com/dynamics call (91) (80) 4112 0000 or visit the Web focused on proactively building competency site at: www.cranessoftware.com and providing cutting-edge solutions to customers to help them leverage the power of Microsoft technologies. Software and Services Hardware  Products  Intel Xeon CPU 3.0GHz, 2GB RAM − Microsoft Dynamics CRM 3.0 − Windows Server 2003 Standard Edition Partner − Microsoft SQL Server 2000  Sonata Software Limited − Microsoft Exchange Server This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY. Document published December 2007