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Case Study: CytoReason

Pharmaceuticals company streamlines management of its projects in two weeks by implementing Dynamics for Sales using Biz Aid’s 365 CE Accelerator

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Biz Aid had us working in the new system quickly. That gave us a better scope of what we wanted, and they made those happen without weeks of requirements meetings or downtime.

David Harel, CEO, CytoReason

Dynamics Accelerator Solution
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Using our Accelerator, CytoReason started using personalized processes to manage projects with Dynamics CRM. Working with CytoReason, Biz Aid performed the following implementation actions:

  • Provided extra customizations necessary for phase 1

  • Imported data

  • Delivered training

  • Created 365 users with relevant roles to the CRM

  • Connected Outlook to the CRM

Functionality
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By end of implementation, CytoReason was using the following functions of the CRM:

 

  • Lead management

  • Business opportunities and pipeline management

  • Activities management — phone calls, tasks and emails

  • Outlook interface — email sync and leads creation from emails

  • Mobile App- accessing data, from anywhere, at any time

Benefits
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With Microsoft Dynamics for Sales, CytoReason is seeing the following benefits:

 

  • Ability to overview all projects in all stages in one place

  • Ability to see full history from the account form

  • Watch all customer’s info from Outlook

  • Ability to stay on top of tasks assigned to different team members

  • Stay connected by accessing Dynamics from the mobile app

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