Synoptek implemented Dynamics 365 for Sales module that supports the sales process from acquiring a new lead through the close of a sale. With this module the client wanted to manage leads, opportunities, accounts and contacts. Read more: https://synoptek.com/business-process-and-software-solutions/business-applications/

1. MICROSOFT DYNAMICS 365 FOR
SALES IMPLEMENTATION
BUSINESS CASE

2. © 2020 Synoptek, LLC. All Rights Reserved
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DYNAMICS 365 FOR SALES IMPLEMENTATION
• Implemented Dynamics 365 for Sales module that supports the sales process from
acquiring a new lead through the close of a sale. With this module the client wanted to
manage leads, opportunities, accounts and contacts.
• Client-specific outcome-based customizations were made including - account planning
forecasting features, configuration/customizations in lead, account, opportunity, etc.,
technical support, dashboard/reports.
• On-demand marketing data and project insights available from lead to project.
The client required a complete and intuitive
solution that can help their salespeople be
more productive bringing more customers.
A large industrial infrastructure contractor
in energy and process industries.
• Data quality, accountability and better decision making
• Increase in customer attention/retention
• Improved sales performance with visibility over extended pipeline horizon
• Engaged and more effective marketing messaging
• Enhanced personal engagement leading to customer satisfaction
Client
Business Need
Solution
Benefits

3. © 2020 Synoptek, LLC. All Rights Reserved
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SYNOPTEK OVERVIEW
Founded in 2001,
headquartered in Irvine, CA
In 2018, Synoptek took a large step
and commitment to its market and
partners by becoming a global
technology company focused on
end-to-end enterprise software
solutions and services.
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Synoptek is a Global Systems
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Provider offering Comprehensive IT
Management and Consultancy
Services to organizations worldwide.

4. 888.796.6783www.synoptek.com Synoptek @synoptekservice@Synoptek
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