Platform and Technology Capabilities
5 Steps to Take to Safeguard Your Business Against Cyberattacks in 2024
Enable World-Class Managed Service Operations With SynoptekMANAGE
Dynamics 365 Customer Engagement Implementation Helps a Manufacturer Centralize Sales Activities and Improve Overall Visibility and Efficiency
Everything You Need to Know About Managed IT Services - A Comprehensive Guide
Home / Insights / Case Study / Dynamics 365 Customer Engagement Implementation Helps a Manufacturer Centralize Sales Activities and Improve Overall Visibility and Efficiency
For the valve and pipe manufacturing company, the heavy reliance on Excel for day-to-day sales operations was leading to several problems. With sales teams operating globally, the lack of a centralized CRM platform impacted sales as well as customer experience.
To centralize sales processes and get end-to-end visibility into critical sales-related data, the manufacturer was looking to implement Dynamics 365 Customer Engagement for Sales. Using a 3-step Discovery-Design-Execution process, Synoptek implemented the Sales module, migrated critical entities and data, and ensured seamless integration with existing systems.
Learn how Synoptek’s Dynamics 365 Customer Engagement implementation enabled the manufacturer to:
© 2023 Synoptek, LLC. All Rights Reserved.