Delivering and SME-focused CRM solution to drive growth.
Our deployment of 365 Lite for Sales assisted an SME beverage additive manufacturer on their first steps into CRM technology and assisted growth.
The organisation operated a regional sales model, with all details of leads and opportunities held in a single spreadsheet. Consistency of information and approach differed between each salesperson, so producing accurate sales projections was difficult.
After developing a new market-leading product, interest in the organisation’s solutions skyrocketed. It was clear at this point that the previous sales management methods wouldn’t keep pace with demand.
The company didn’t have the resources, time or budget to commit to a lengthy CRM project. Based on their challenges, Akita was able to recommend our 365 Lite for Sales solution to meet their needs.
SME CRM solution for sales
As a sales CRM solution tailored to SME requirements, 356 Lite for Sales offers all of the functionality that an organisation requires for smarter sales management. This includes contact, account and opportunity management functionality, plus a familiar and accessible user experience. 365 Lite for Sales is also built on Power Platform technology, meaning it works natively on mobile devices and could be used by salespeople on the go.
With all of the organisation’s sales data feeding consistently into 365 Lite for Sales, managers and business leaders are now easily able to view a more accurate prospective sales pipeline. This in turn supports better demand and resource management.
Best of all, the 356 Lite for Sales solution fulfilled time and budgetary requirements. Ready to go out of the box, it took half a day to deploy with no additional development costs. User training took less than two hours. And there was then only a small monthly cost required for licensing.
Stepping stone SME CRM solution
Our recommendation of 365 Lite for Sales as an SME CRM solution recognised the organisation’s growth circumstances.
In less than a year, the organisation’s product had completely transformed its marketplace. Continued demand then meant the organisation could consider the implementation of both Microsoft Dynamics 365 Sales as a more advanced sales solution, and Business Central as a wider-reaching ERP system for managing operations.
As 365 Lite for Sales is built on Microsoft’s Dataverse platform, sales data stored in the platform could be ported directly into Dynamics 365 without the need for an expensive migration process (often a problem when moving from budget CRM solutions). Similarities in design and functionality between 365 Lite for Sales and Dynamics 365 Sales then meant minimal additional training was needed.
Overall, the 365 Lite for Sales CRM solution provided the organisation with the required digital transformation stepping stone needed to support its growth until more advanced solutions were within scope.
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