Solutions
One view of every customer and deal.
Dynamics 365 Sales or SuiteCRM configured to your sales process, connected to email, marketing and finance.
Sample, to confirm. The solution scope, platforms and examples on this page are a starting point. Confirm them with the practice lead before launch.
What is included
What you get
Pipeline management
Stages, probabilities and next steps for every opportunity.
Accounts and contacts
Complete history of meetings, emails and orders.
Forecasting
Reliable forecasts by team, region and product.
Integration
Connected to Outlook, Teams, marketing and invoicing.
How it works
From first call to delivery
- Discovery call: goals, systems and constraints
- Proposal: scope, phases and deliverables
- Delivery in sprints with a demo at the end of each one
- Go-live, training and support
Ideal for
When this fits
- Sales teams tracking deals in spreadsheets
- Managers without a reliable pipeline view
- Organizations replacing a legacy CRM
- Companies connecting sales with service and finance
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Tell us what you need.
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