LMI’s migration to Microsoft Dynamics 365 resulted in a centralized database with a wealth of information, organized relationally by case. Bringing sales and operations functions together within a single system of truth, LMI’s staff can operate more efficiently and make better-informed decisions.
Switching to Microsoft Dynamics 365 to support the transformation of its business management process has streamlined the way approximately 200 members of Maritz Travel’s staff does business. With access to more data across once-disparate sources through a single system of truth, its sales associates can forecast leads and strategically manage accounts more effectively and efficiently than ever – without worry that the solution will fast become out of date.
The overhaul of Welty’s CRM solution to support the transformation of its sales process has streamlined the way its sales, operations and executive teams do business. Giving a more complete picture of the overall company, the new system has already opened new doors for its multiple locations to collaborate on projects and expand business.
Whether you’re a fledgling startup or a Fortune 500 company, maintaining healthy relationships with your customers is the foundation of success. The better you manage your customer data, communication with them, and serving their needs, the more your business will grow. However, keeping track of all this can be a daunting challenge without a clear process and a capable system in place to manage it.
- Generate leads with marketing automation?
- Convert leads into actionable sales activities and workflows?
- Track metrics for sales opportunities, quotes, orders and invoices?
- Tailor your unique business process with custom interfaces and analytics?