Case Study: CRM

Dynamics 365 Customer Engagement Implementation Helps a Manufacturer Centralize Sales Activities and Improve Overall Visibility and Efficiency

Customer: A manufacturing company that provides valves, pipe fittings, and supports, along with related services. Profile: The company offers the industry’s most comprehensive portfolio of high-quality, precision engineered products that is a unique and flexible mix of U.S. and internationally sourced solutions from respected brands.
Industry: Manufacturing
Services: Dynamics 365 Customer Engagement Implementation

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:

  • Centralize and standardize the sales process
  • Boost sales teams’ productivity and efficiency
  • Improve visibility into sales operations
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