The customer
Commercial teams whose selling and service processes have outgrown their CRM.
The problem
Pipeline lives in spreadsheets and inboxes, service history sits somewhere else, and sellers spend more time reporting than selling. Leadership cannot see the number until it is too late to change it.
What we built
We map your sales and service processes end to end, define the target state across Dynamics 365 Sales and Customer Service, show where Copilot and agents remove administrative work, and produce a phased plan with adoption built in.
What changed
- Current sales and service processes mapped end to end
- Target-state design on Dynamics 365 Sales and Customer Service
- Copilot and agent opportunities that give sellers time back
- A phased plan with adoption and measurement built in
Built with
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Copilot for Sales
- Copilot Studio
- Power Platform