Dynamics CRM Sales Process Customization

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