SynergEyes
Healthcare
CRM Solutions for SynergEyes Contact Lens Operations
Evolve Blue supported SynergEyes with a Microsoft Dynamics CRM solution for dashboards, data synchronization, leads management, and multi-region sales visibility.
Technology Stack
01 Overview
SynergEyes engagement context.
SynergEyes needed to modernize CRM operations for a contact lens business with client, inventory, sales, fit, and account data across multiple regions.
The business needed cleaner visibility into sales and fits data by lens, account, and region. Teams also needed lead tracking and customer conversation records in one CRM operating model.
Evolve Blue supported CRM development, enterprise integration, Microsoft Dynamics CRM customization, dashboard development, lead management, and automated data synchronization.
02 The Challenge
SynergEyes constraints to solve.
- Legacy systems made client and account data harder to manage.
- Sales and fit information lacked clean real-time visibility.
- Lead tracking was less centralized.
- Customer conversation records were harder to keep aligned with CRM.
- User and sales data synchronization was cumbersome and error-prone.
- Regional teams had limited consolidated visibility across sales activity.
03 The Solution
SynergEyes solution architecture.
The team implemented a custom Microsoft Dynamics CRM solution tailored to medical devices and allied healthcare workflows.
CRM dashboards gave teams visibility into sales and fits data by lens, account, and region.
A custom Windows service synchronized user and sales data from the client sales database into Microsoft Dynamics CRM, reducing manual sync work and data gaps.
Dynamics CRM
Custom Microsoft Dynamics CRM implementation for healthcare contact lens operations.
Sales Dashboards
Sales dashboards by lens, account, and region for clearer business visibility.
Fits Dashboards
Fits dashboards to help teams monitor lens performance across different regions.
Lead Tracking
Centralized lead tracking to support sales teams and account managers.
Conversation Records
Customer conversation record synchronization for customer service and operations teams.
Windows Sync Service
Windows service for automated user and sales data sync from the client sales database into CRM.
04 What We Built
SynergEyes delivery objectives.
Create a centralized Microsoft Dynamics CRM solution for sales, leads, and customer conversation tracking.
Build sales and fits dashboards by lens, account, and region.
Integrate the client sales database with Microsoft Dynamics CRM.
Automate synchronization of user and sales data into CRM.
Improve customer service access to sales, fit, account, and regional data.
Support a more scalable CRM operating model across multiple regions.
05 Implementation Journey
SynergEyes delivery journey.
Discovery
Reviewed legacy systems, CRM gaps, regional sales workflows, account data needs, lead management, and customer conversation tracking needs.
Design & Planning
Mapped how sales, fits, user, lead, and customer conversation data should move between the existing sales database and Microsoft Dynamics CRM.
Build & Implementation
Configured Microsoft Dynamics CRM, built custom dashboards, developed sync utilities, implemented lead and conversation tracking, and created a Windows sync service.
Launch & Support
Supported a CRM operating model that gave teams real-time sales and fits visibility across regions and improved customer and sales data management.
06 Before / After
From legacy CRM friction to centralized sales visibility.
The CRM solution helped SynergEyes move sales, fit, lead, account, and conversation data into a more structured Microsoft Dynamics operating model.
Fragmented CRM operations
Legacy systems, manual sync work, and disconnected data made sales and account visibility harder for regional teams.
Centralized CRM dashboards.
Microsoft Dynamics CRM dashboards, lead tracking, conversation records, and automated sync improved visibility and data access.
Before
- Legacy systems made client and account data harder to manage.
- Sales and fit information lacked clean real-time visibility.
- Lead tracking was less centralized.
- Customer conversation records were harder to keep aligned with CRM.
- Manual or unreliable syncing increased the risk of CRM data gaps.
- Scaling operations across multiple regions was harder.
After
- Microsoft Dynamics CRM became the central system for sales, leads, and customer conversation tracking.
- Dashboards showed sales and fits data by lens, account, and region.
- A custom Windows service automated user and sales data synchronization.
- Leads and customer conversations were synchronized into CRM for centralized tracking.
- Regional teams gained better visibility into sales activity.
- Operations became more scalable across multiple regions.
07 Impact
SynergEyes implementation outcomes.
Multi-region CRM visibility enabled
Sales and fits data became easier to review by lens, account, and region inside Microsoft Dynamics CRM.
Real-time sales and fits dashboards
Custom dashboards improved visibility for sales teams, account managers, customer service, and operations teams.
Automated sales data synchronization
A Windows service synchronized user and sales data from the client sales database into Microsoft Dynamics CRM.
Centralized lead tracking
Leads were managed in a more consistent CRM workflow, helping teams track activity and follow-up more clearly.
Customer conversations synchronized
Customer conversation records were aligned with CRM, giving service and operations teams better account context.
More scalable CRM operations
The business moved away from older inefficient workflows toward a more structured CRM operating model for regional operations.
08 Capability Mapping
Capabilities applied for SynergEyes.
Build & Modernize
SupportingCustom CRM dashboards and workflows modernized how teams reviewed sales, fits, leads, and customer conversation data.
Connect Data & Platforms
PrimaryThe integration connected the client sales database, Microsoft Dynamics CRM, dashboards, leads, and customer conversation records.
Automate Workflows
PrimaryA Windows service automated user and sales data synchronization, reducing manual sync work and CRM data gaps.
Run Cloud & Operations
SupportingNo cloud operations component was specified for this engagement.
Staff & Augment
SupportingNo staff augmentation component was specified for this engagement.
09 Conclusion
Why the SynergEyes engagement mattered.
SynergEyes needed a CRM operating model that could support sales, fits, leads, account data, and customer conversations across multiple regions.
By customizing Microsoft Dynamics CRM and automating data synchronization, Evolve Blue helped the business improve visibility and reduce friction in CRM data management.
Modernize your CRM around the data your teams use daily.
Evolve Blue helps healthcare and enterprise teams connect CRM systems, sales data, dashboards, lead workflows, and operational records into cleaner platforms.