A dynamic player in the consulting industry, recognized the importance of leveraging technology to streamline their sales processes and improve client engagement. The project focused on customizing Dynamics 365 Sales to meet the specific needs of a consulting business.
The customization project involved configuring Dynamics 365 Sales to align with DEF Consulting Firm's sales methodology and workflow. Custom entities, fields, and processes were introduced to capture and track client engagements, proposals, and project milestones effectively. Integration with other Microsoft 365 tools such as Outlook and Teams enhanced collaboration and communication among sales teams. The tailored Dynamics 365 Sales solution empowered Summit Consulting Firm to improve sales productivity, accelerate deal cycles, and deliver exceptional client experiences.