ANALYSIS
Starting from an improvised system that the client already had, we identified several common challenges faced by companies using a CRM: Delay in proposal issuance; Data analysis; Scattered customer base; Integration, Product configuration, and Opportunity follow-up.
REPRESENTATIVES
After implementation, we expanded the use of Dynamics 365 Sales to the representatives. As a result, salespeople were promoted to regional managers, which significantly increased the total number of users and enabled the establishment of an opportunity management hierarchy.
IMPLEMENTATION
With the analysis in hand, we implemented the most important functions in the customer process. Despite initial resistance, we noticed a significant reduction in proposal issuance time and increased engagement from sales representatives in opportunities.
REPORTS
With the system running at full capacity, the environment quickly filled with data, allowing us to take a step further. Using native dashboards, Power BI, and Dynamics 365 insight tools, we provided valuable strategic information to the company.
Microsoft Dynamics 365
Microsoft Dynamics 365 Sales combines Artificial Intelligence, LinkedIn insights, easy activity tracking, and integration with Office 365 (Outlook, OneNote, SharePoint, Teams, Excel, and Word) with the flexibility of configuring records and processes. Talk to a Kinix Consultant without obligation and discover how we can help.
- Power Platform
- Dynamics 365
- Sharepoint
