Implement Dynamcis 365 Sales as a CRM system: How SMEs build efficiency and customer intimacy
Industry: Sheet metal processing SME | Period: 3 months | Team size: 1.5 consultants
To remain competitive in today’s business world, small and medium-sized enterprises (SMEs) need efficient customer management and future-proof customer data management. They often lack centralized customer data, transparent processes and clear contact data – crucial factors for success. This is where Microsoft Dynamics 365 Sales comes in, providing seamless integration with Business Central and Power Services for smooth, customer-oriented business management. The implementation of Dynamics 365 Sales helps to strengthen customer relationships, optimize processes and maximize sales. This enables SMEs to lay the foundations for sustainable growth and a modern customer management strategy.
A leading sheet metal processor has taken the decisive step to transform its sales processes and make them future-proof. With the step-by-step implementation of Microsoft Dynamics 365 Sales, the company has opted for an innovative solution that increases efficiency and makes optimum use of potential. The aim is to process customer inquiries even faster and sustainably increase sales productivity.
Challenge: From opaque sales to data-driven transparency and efficiency
- Non-transparent processes and delayed sales opportunity exploitation:
A structured sales concept was developed to increase transparency in the sales process and shorten conversion cycles. This relies on clear responsibilities, automated workflows and central data storage. This allows leads to be prioritized in a targeted manner and converted more efficiently into qualified opportunities in order to sustainably increase sales success. - Insufficient data quality as a barrier to effective sales automation:
Duplicates, outdated customer data and missing mandatory fields led to inconsistent sales data. The aim was to create a high-quality CRM database through systematic cleansing and validation, which would serve as the basis for sales automation with Microsoft Dynamics 365 Sales. - Lack of KPIs for effective sales management:
The previous KPIs were not sufficient to clearly measure sales progress. New KPIs tailored to the sales process were therefore defined and implemented to ensure better control and transparency.
- Non-transparent processes and delayed sales opportunity exploitation:
Success Journey: The MS Dynamics 365 Sales Implementation with Ventum Consulting
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The Impact at Launch
- Microsoft Dynamics 365 Sales transforms sales performance:
Faster response times with higher lead conversion. Thanks to Dynamics 365 Sales, the lead processing time has been significantly reduced by 80%. This optimization ensures faster response times, improves sales efficiency and leads to a higher lead conversion rate. As a result, sales opportunities increase sustainably, which significantly boosts sales performance. - Efficient opportunity qualification and prioritization:
Thanks to structured customer management in CRM, the sales team identifies the most promising projects at an early stage based on order volume and probability of occurrence. This improves the use of resources, focuses on promising inquiries and sustainably increases the closing rate. - Data-driven decisions for sustainable sales growth:
Microsoft Dynamics 365 Sales has created the basis for precisely analyzing sales development, key figures and trends. This enables the company to evaluate customer data around the clock, deploy resources optimally and better understand customer needs in order to increase sales and strategic goals in the long term.
Conclusion & outlook: Digital sales transformation - Achieving sustainable growth with MS Dynamics 365 Sales
The introduction of Microsoft Dynamics 365 Sales provides SMEs with a clear, centrally controlled sales platform with high data quality, automated processes and meaningful KPIs. This allows response times to be reduced by up to 80%, leads to be qualified more effectively and data-supported decisions to be made – laying the foundation for sustainable sales growth.
Looking ahead, advanced analytics and AI functions open up additional potential: in-depth forecasts, automated recommendations and even more precise resource planning. Ventum Consulting supports you from the initial as-is analysis to ongoing optimization to ensure that your CRM delivers top performance not only today, but also tomorrow. learn more about our consulting services for a comprehensive sales transformation.
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- Future-oriented: Data as a growth driver with real-time access in the sales force
- Transparency: Full overview thanks to centralized data with up to 80% faster leads
- Tried and tested: 20 years of practical experience from successful projects guarantees reliability
- Strong implementation: from conception to measurable realization of results
- Value-oriented: Clear focus on sustainable benefits and real competitive advantages
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