Streamlining Sales Automation Processes Using Dynamics 365

Quickly automate the sales process by implementing the modern and continuously updating functionality of Microsoft Dynamics 365 Sales, based on a transparent, typical sales process.

Get a solution that can be adjusted with additional automation systems for other CRM process groups (such as Marketing, Customer Service, building a consolidated 360° customer profile, etc.), and an effective AI platform for automating any business processes simultaneously.

Choose a clear, fixed budget and results, an implementation timeframe and an approach. Also, it includes the necessary work on the customer's side, a project schedule, and a roadmap for further development, which is created during the implementation and based on prior experience.

It can provide a solution for companies that:

• do not yet have a specialized solution for sales process automation, or use simple, general automation tools, and wish to improve the quality of their processes by implementing best practices;
• execute initial formalization of your processes, laying the foundation for further structuring and systematization of ones and the introduction of KPIs, planning, and analysis;
• make a quick start and implement basic or even advanced CRM functionality.

Why Choose OntargIT:

• Extensive Technical and Technological Experience: Our team has years of experience with Microsoft Dynamics 365 and Power Platform, but we are not limited to CRM solutions. We build complex systems that include various cases involving telephony, integration with related automation and data storage systems and services, such as Microsoft 365 Planner, SharePoint, Outlook, OneDrive, Azure Blob Storage, Data Lake, database servers, specialized customer systems in the cloud or on the local network, and client portals. Additionally, we are experienced in corporate implementations.

• Business Results: The solutions we have built using Dynamics 365 Customer Engagement applications (including Dynamics 365 Sales) and Power Platform are already helping our clients in finance, logistics, D2B and B2C sales, inquiry processing, and telephony by automating customer interaction operations and supply management.

• Practical Training: You get access to a personal test environment with an activated free Power Apps Developer Plan, so each participant can immediately apply their knowledge in practice.

• Universal yet Personalized Approach to Implementation: We offer both basic functionality and automated processes that simplify and accelerate automation, while also analyzing your needs and adapting the functionality to your requirements. The typical cost of this work is already included in the budget, and the implementation plan identifies the usual areas of functionality that require adaptation.

Key Benefits:

• Ready-to-use sales process, extended relative to the basic Dynamics 365 Sales functionality (with the option to select features and adjust the budget. Check the whitepaper’s chapter “Functionality to implement”)
• Clear approach and implementation schedule, including preparatory work and work during the implementation process on the customer's side.
• Workspace for the project team and transparent rules for project work management and communications. Adapted implementation process based on SCRUM and Agile.
• Training of key users.
• Support for the initial data loading process.
• Acceptance testing and start support.
• Post-launch Hyper Care support.