Case Study: Bi-Pol

Biotech company improves management of its end-to-end sales process in two weeks by implementing Dynamics for Sales using Biz Aid’s 365 CE Accelerator.

The ability to manage our customer activities and tie them back to Outlook has been invaluable. And the speed at which we were able to make it happen was unbelievable.

David Poleg, CEO, Bi-Pol

Dynamics Accelerator Solution

Using our Accelerator, Bi-Pol started working with Dynamics CRM in less than two 2 weeks. During that time, working with Bi-Pol, Biz Aid performed the following implementation actions:

Provided extra customizations necessary for phase 1
Imported data
Created quote templates
Delivered training
Created 365 users with relevant roles to the CRM
Connected Outlook to the CRM

Functionality

By end of implementation, Bi-Pol was using the following functions of the CRM:

Lead management
Business opportunities and pipeline management
Produce quotes
Activities management — phone calls, tasks and emails
Outlook interface — email sync and leads creation from emails

Benefits

With Microsoft Dynamics for Sales, Bi-Pol is seeing the following benefits:

Ability to manage the sales team and increase their productivity
Ability to manage pipeline and monitor sales forecast
Sales team works faster and communicate with their clients on the accurate time to close the sale
Watch all customer info from Outlook
Save time and energy by using auto-quote templates