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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.

Project Brief

The client’s sales process was going off track as the team was facing issues with information gathering and retrieval. Hence, the company was looking for a systematic approach to selling their services and organize their sales process to address the problems. 

Solution Delivered

Team Cynoteck configured Dynamics CRM for the client to define and streamline its sales process and configured reports for sales insights.

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

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

Customized reports to help identifyhealth status of sales pipeline and areas for improvement within the sales process.

Value Delivered

Cynoteck delivered the solution within eight weeks.

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

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

Greater agility was infused by comprehensive automation and intuitiveness, leading to increased customer satisfaction.

Technology Stack

• Microsoft Dynamics CRM

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