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Industry

Healthcare Technology

Location

Austin, Texas, USA

Table of Content

End-to-End Sales Enablement via Dynamics CRM
End-to-End Sales Enablement via Dynamics CRM
Project Overview
The client is a US-based CPA and Advisory Services company catering to public, private and non-profit firms. Some of their significant services include Risk and IT Risk Advisory, Technology and Cybersecurity, Taxation and Finance, Public Company Readiness, and others.
Challenge
  • The client's sales process was going off track and lacked a proper organizational structure.
  • Inconsistent workflows lead to missed opportunities and reduced productivity.
  • The sales team faced significant difficulties with collecting and accessing critical customer information.
  • Required a structured, systematic approach to organize their entire sales process.
Our Solution
Solution Dashboard

  • We implemented Dynamics CRM to define and streamline the sales process.

  • Configured Pipeline Report to forecast revenue and set goals for the team. 

  • The fully native Dynamics CRM solution offered high scalability to support future business growth. 

  • Developed reports charting details of potential sales grouped by users, dates, products, et al. 

  • Customized reports to identify the health status of the sales pipeline and areas for improvement. 

Impact/Outcome

Enhanced Sales Monitoring

Reports helped the client to monitor potential sales opportunities and track sales targets, improving overall productivity.

Scalable Dynamics CRM

The fully native Dynamics CRM solution offered high scalability to support future business growth.

Smart Automation for Agility

Greater agility infused with comprehensive automation and intuitiveness - increased customer satisfaction.

89+ Projects
54+ Customers/ Partners
72% Repeat Business

Our Technology stack

Microsoft Dynamics CRM Microsoft Dynamics CRM
Testimonials

Our commitment to excellence

Our commitment to excellence is reflected in our clients’ experiences

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Testimonial-quote

The Cynoteck team was always ready to help us with our Microsoft Navision/Business Central Projects. Their proactive approach and ability to handle and to guide us through complex tasks delighted us. I highly recommend Cynoteck as a long term Partner for consulting, development and support services.

CN

Mario Scheel

IT Manager – HMH System

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