XRM
Lead Management Using MS CRM 2016

EXECUTIVE SUMMARY

One of our clients named XYZ is a financial organization that acquires leads from various sources. These leads were assigned to their sales team for further follow ups. Management wanted to see reports and charts to understand the progress being made by the sales team. 

PROBLEMS FACED BY XYZ 

However, their internal business process was different from innovative process implemented in MS CRM. Due to the difference in the business process flow, XYZ had to train their staff on the existing business process and how it differs from their internal business flow. Unfortunately, management was unable to retrieve accurate information from the system, and the reports were not visually appealing.

OUR SOLUTION

We modified the business process to complement XYZ’s business process flow. New stages were added, which you can see from the following screenshots:
1) Sending out an email within 3 days of acquiring a lead.

2) If no reply, a second follow up emails is sent after 7 days.

3) A follow up phone call was made by our telemarketing team to close the sale. 

4) The last agreements were signed (i.e. privacy, money laundering, etc).

CLIENT BENEFITS AND THEIR IMPROVED BUSINESS PROCESS

With the help of this new business process, we were able to provide all the features and functionalities that the client wanted (i.e. the implementation reduced the costs on training the sales staff in using the system). It also allowed management to have more accurate and visually appealing reports of the sales staff performance.
• Less room for error.
• Easy access to data.
• Easy for the staff to follow the new business process.
• Improved access to information and Data.

 

ContactUs

Connect with us

Our D365 CRM Services

Consulting

Our expert consultants assess your business needs and design a tailored CRM strategy. We ensure your D365 CRM implementation aligns with your goals for maximum efficiency.
Read More

Customization

Enhance your CRM with customized workflows, automation, and UI enhancements. Our tailored solutions help optimize processes and improve user experience.
Read More

Migration & Upgrade

Seamlessly transition from legacy systems to D365 CRM with minimal downtime. We ensure data integrity and system compatibility for smooth operations.
Read More

Integration

Connect D365 CRM with third-party applications, ERP systems, and productivity tools. Our integration solutions enable a unified business ecosystem.
Read More

Reporting

Gain real-time insights with custom reports and dashboards. We help you visualize data for informed decision-making and improved performance.
Read More

Support

Our dedicated support team ensures uninterrupted CRM functionality. From troubleshooting to upgrades, we provide ongoing assistance for optimal performance.
Read More

Benefits of D365 CRM

Enhanced Productivity

Automate processes and reduce manual tasks to improve efficiency.

Scalable Solutions

Adapt your CRM as your business grows with flexible customization.

Improved Customer Engagement

Leverage data-driven insights to personalize customer interactions.

Seamless Integration

Connect with existing tools and applications for a unified workflow.

Real-time Analytics

Make informed decisions with real-time data and reporting capabilities

Reliable Support

Access expert assistance to keep your CRM running smoothly.

Get in Touch

Let's Elevate Your CRM Experience

 

Contact us today for expert D365 CRM consulting, customization, and support. 

 

Contact Us for expert D365 CRM support and consultation. 


Interested in our services? Still not sure about project details? get a quote