Success Stories
Discover how we've transformed businesses across industries with innovative technology solutions. Each case study represents a journey of digital transformation and measurable success.
CRM Cloud Migration with AI & Copilot Enablement in Financial Services
Microsoft Dynamics CRM to Dynamics 365 Online Migration
Challenge
A leading financial services firm relied on an aging on-premise Microsoft Dynamics CRM, limiting scalability, data security, and innovation potential. To modernize client management, strengthen compliance, and unlock AI-driven insights, the firm needed a seamless migration to Dynamics 365 Online.
Solution
The Orbitz Technology team successfully led the end-to-end migration of Microsoft Dynamics CRM from on-premise to Dynamics 365 Online, delivering a secure, scalable, and modern platform while aligning business, technology, and compliance stakeholders.
Key Results
Technologies Used
The migration not only modernized our CRM platform but also positioned us for AI-powered client engagement in a highly regulated industry.
Global Marketing Tech Transformation in the Technology Industry
Stensul & Folloze Implementation for Enhanced Marketing Operations
Challenge
A global technology leader needed to streamline its email marketing and account-based marketing (ABM) processes, which were slowed by manual approvals, inconsistent design standards, and complex agency handoffs. Additionally, the organization required stronger privacy and governance controls to meet global data protection expectations while scaling marketing programs across multiple regions.
Solution
The Orbitz Technology team led the implementation and delivery of Stensul (Email Creation Platform) and Folloze (ABM Engagement Platform), enhancing speed, compliance, and design consistency across global business teams.
Key Results
Technologies Used
The program delivered significant marketing efficiency gains while enforcing global brand consistency and embedding privacy compliance across our campaigns.
CRM Cloud Transformation for Commercial Real Estate
Microsoft Dynamics CRM Migration and Custom Application Development
Challenge
A leading commercial real estate firm relied on legacy CRM tools that lacked scalability, mobility, and integration with core financial systems. Sales teams across the Americas faced inefficiencies managing leads, generating quotes, and standardizing processes across diverse regional markets. The firm required a CRM modernization initiative that could unify processes, integrate with back-office systems, and support the speed and transparency demanded in real estate transactions.
Solution
The Orbitz Technology team led the migration of Microsoft Dynamics CRM to the cloud and delivered a custom CRM application for the Americas Markets Teams, providing a scalable and feature-rich platform tailored to the firm's needs.
Key Results
Technologies Used
The modernized CRM platform streamlined our operations and enhanced our ability to scale in a competitive real estate environment.
CRM & Service Cloud Transformation in the Heavy Equipment Industry
Comprehensive Customer Engagement and Service Operations Modernization
Challenge
A global heavy equipment manufacturer serving the Agriculture (AG) and Construction Equipment (CE) markets across North America needed to modernize its customer engagement strategy. The firm relied on fragmented CRM processes, inconsistent customer data, and outsourced call center operations, leading to high call handling times (CHT) and increased operational costs. Additionally, siloed marketing functions made it difficult to engage customers consistently across sales, service, and marketing channels.
Solution
The Orbitz Technology team delivered a comprehensive transformation program to modernize CRM, digitize service operations, and optimize marketing automation for the NAFTA AG and CE business units.
Key Results
Technologies Used
The transformation delivered measurable business value with faster customer support, cleaner data, and significant cost savings while improving our digital foundation.
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