HeartWare is a medical device company delivering safe and high-performing medical apparatus to heart patients globally. Due to their sales personnel operating in multiple countries, they needed a better system to keep all customer information in one place, manage leads, analyze data, generates sales reports, schedule and track activities. Using MS Dynamics CRM, Softweb transformed the client’s existing customer relationship management system, which allows their team to quickly access and act on critical data and improve customer satisfaction.

At a Glance

  • Customized reports and Dashboard
  • Customer account Matrix
  • Workflow for business processes
  • Secured record sharing
  • Outlook integration
  • Lead Management


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