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Dynamics CRM Sales Process Customization

Solution Delivered

  • 1

    Configured Dynamics CRM sales process to define streamlined sales process.
  • 2

    Delivered reports built within Dynamics CRM.
    • Pipeline Report
    • Win/Loss Report
  • 3

    Reports display detailed chart of potential sales grouped by users, dates and products etc.
  • 4

    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

  • Technology

    Microsoft Dynamics CRM, Pipeline Report Win/Loss Report

  • Team Size


  • Duration

    – Month

  • Industry

    IT Industry

Client Testimonial

Cindy Wyly

Marketing Manager – MGO, LLP

“Team Cynoteck is professional, efficient, and extremely helpful. They all are very proficient in CRM and have help guided our firm for the last year. Each of the team members at Cynoteck that we have interacted with are a real team player.”

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