Dynamics CRM Sales Process Customization

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

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

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