Dynamics Accelerator Solution

Using our SMB 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:

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• 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