Dynamics 365 Sales
Dynamics 365 Sales
Industry
Manufacturing
Region
India
Company Size
50+

Challenge

The client’s existing SAP ERP solution lacked a centralized system that could provide a 360-degree visibility of their pre-sales, sales, and after-sales activities. Without constant monitoring of customer engagement, performance, and orders, everything was inconsistent, causing inaccuracies.

Solution

Intech ensured better operational control for the client by migrating them to Microsoft Dynamics 365 CRM (Sales). We also imparted user training and provided post-implementation support to ensure effective use of the solution.

Impact

  • Centralized communications improved collaboration between teams, resulting in smooth project operations.
  • The centralized database enabled employees to generate real-time insights into entire operations, resulting in quicker and more informed decisions.
  • A smooth workflow enabled by the CRM solution efficiently facilitated the conversion from leads to proposals to orders to approvals to delivery.

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