The IT Agency can provide a tailored account and sales automation and pipeline mgmt system for clients who have outgrown Outlook and Excel spreadsheets. This includes a scope workshop to determine a solution aligned to the business requirements and a rapid implementation to get the client up and running. The client can identify some basic requirements and select from pre-defined parameters allowing them to have a configured CRM that meets their needs.
Microsoft Dynamics 365 has a built in Opportunity Management function which allows sales people to track how they are progressing with opportunities through the sales pipeline. The default information includes information about the estimated close date, the service that the account or contact is interested in and the status and stage that the opportunity is currently at. In addition, The IT Agency offers our clients a free add-on that allows organisations to setup multiple sales processes and define steps within each process which in turn can automatically update the probability of winning the deal, as well as log how long it takes to get from each step in the sales cycle to the next.
All of this information is then displayed through the dashboards and interactive charts that are built into the system. Users are able to create their own dashboards which would mean that they could see their own pipeline vs. other people in their team’s pipeline (if they had sufficient security rights to view that sort of data).