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Project Description
Challenge
- Client’s sales team 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 also wanted to map their sales process to improve the sales team productivity
Solution Delivered
- Configured Dynamics CRM sales process to define streamlined sales process
- Delivered reports built within Dynamics CRM
- Pipeline Report
- Win/Loss Report
- Reports display detailed chart of potential sales grouped by users, dates and products etc.
- Customized reports helped client in identifying health status of their sales pipeline and areas for improvement within Sales Process
Business Value
- Cynoteck delivered the complete solution within 8 weeks
- New reports helped client’s sales team to monitor potential sales opportunities and track sales targets
- With Sales pipeline set-up and reports, Cynoteck delivered a cost-effective solution which improved the sales of the company
- As a fully native Dynamics CRM solution, it is designed for flexibility and agility to be scaled up as per business needs
- With loads of automation and intuitiveness added to sales operations, overall turnaround time of business has been greatly reduced
- Increased business revenue and higher customer satisfaction
Project Details
- TechnologiesMicrosoft Dynamics CRM, Pipeline Report Win/Loss Report
- Team Size4
- IndustryIT Industry
