Today we’ll talk about the success story of an Italian company specializing in IT services that decided to adopt the Microsoft Dynamics 365 platform. The company, consisting of about 30 employees spread across various Business Units, was going through a phase of internal reorganization and restructuring. During this time, it chose to implement Microsoft Dynamics 365 to support its global growth plan, both in terms of human capital and projected increase in the number of clients.

The client’s primary goal was to equip itself with a secure, reliable, and modern system capable of supporting the business in its growth.

Thanks to the Microsoft Dynamics 365 Sales solution, the company successfully digitized its entire sales department—from the first customer contact to the monitoring of deals. Excel, Word files, and paper notes were replaced by innovative digital processes. The cloud-based configuration allowed them to focus on improving processes and business activities without worrying about infrastructure issues.

In which stages of the sales process is the shift most noticeable?

Relying on Dynamics to record and monitor deals and using it to draft all technical and commercial offers was the key point in the development process. This allowed the company to move away from scattered files and embrace a unified system. Thanks to the free app, sales agents can easily record new business opportunities on their mobile devices, eliminating delays in information exchange with colleagues in the office. The office team can then analyze the request and send a proposal to the client—a significant time and communication savings!

How can Microsoft Dynamics help you increase sales?

Continuous contact between the company's management and Dynamics 365 functional consultants enabled the company to go beyond merely entering offers, leveraging data to increase the chances of converting offers into contracts.

Having a single system allows us to analyze data, act proactively, and make fact-based decisions, unlike in the past when a centralized tool was lacking.

Automatic notification systems have been introduced to ensure that sales agents never lose track of expiring deals, helping them strengthen client relationships. The creation of a complete and easy-to-use client profile now provides an essential tool for understanding the status of partners or simply preparing for a sales meeting.

Sales pipelines are a key tool for agents; this is where we go into detail and have all the tools we need to close deals.

The management control team now has all the tools to monitor commercial KPIs, results, and trends, thanks to the native integration with PowerBI.

An important improvement for the company, which is already seeing the first results!

The Microsoft Dynamics 365 solution installed is helping the company grow, improve how it does business with its clients, reduce response times, and provide better service.

The platform is fully scalable, suitable for any type of business, and allows companies to pay only for the necessary user licenses, with no initial software purchase costs.