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Client Profile

MGO offers a diverse array of assurance, tax, consulting, outsourcing and advisory services to clients that range from aerospace and engineering firms, to hospitals and nonprofit foundations – from the largest government entities in the country, to the biggest celebrities in Hollywood. MGO is ranked as one of the top CRP firm in the nation according to Accounting Today & inside public accounting. The Firm has been Awarded the “the best of accounting” designation in client satisfaction by an independent research firm.

Business situation

The sales team of the company was facing difficulties to get details about the sales process of the company. In actual, the Company was looking for a systematic approach to selling their services and organize their sales process. The company was also want map their sales process to improve the sales team productivity.

Cynoteck Solution

Macias Gini & O’Connell LLP engaged with Cynoteck to get the best possible solution of its sales problem. Our Dynamics CRM experts analyzed given problem and found the best possible solution in dynamics CRM. We created two reports in Dynamics CRM for MGO group. One is ‘Pipeline Report’ and another is ‘Win/Loss Report’. These reports helped MGO group to see expected potential sales opportunities and set goals for their Sales team. This report also displayed them a detailed chart of potential sales grouped by users, dates and products etc. Result shown in Pipeline report are filtered by lead stages. Finally, a customized Pipeline report helped MGO group in identifying health status of their sales pipeline and areas of improvement within Sales Process.

Value added 

FASTER TURNAROUND TIME – with loads of automation and intuitiveness added to operations. Overall turnaround time of business has been greatly reduced leading to increased business and customer satisfaction.

TIME – Cynoteck delivered the complete sales pipeline report to the client within 8 weeks.

COST-EFFECTIVE – With Sales pipeline set up and report Cynoteck provides a cost-effective solution which improved the sales of the company.

Agility:  As the provided solution is the part of Dynamics CRM that’s why we ensure that the solution provides flexibility and agility to be scaled up as per business needs.

FUTURE READY – System is salable and extendable to meet any business requirement in futureomer satisfaction.


Business Requirement

  • Pipeline Report in dynamics CRM  
  • Contact Report
  • Solution Delivered

  • Pipeline report that displays details sales process
  • Contact report that displays details of all contacts in CRM grouped by their owner
  • Benefits

  • Able to get details of sales process of the organization
  • Able to view details of every contact in CRM

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