Case Study: Juganu

Manufacturing company improves management of its end-to-end sales process in 10 days by implementing Dynamics for Sales using Biz Aid’s 365 CE Accelerator.

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The large up-front cost had kept us from investing in a CRM system until now. The Accelerator tool quickly got our sales system live without a huge initial investment.

Shay Leibovitz, Chief Sales Office, Juganu

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

  • Provided extra customizations necessary for phase 1

  • Connected Gmail to the CRM

  • Delivered training for main user

  • Connected Teams to the CRM

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

 

  • Lead management

  • Assign opportunities to sales teams

  • Business opportunities and pipeline management

  • Business process flow

  • Probability calculation

  • Activities management — phone calls, tasks and emails

  • Gmail sync

  • Teams connection

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

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

 

  • Ability to manage sales team and increase productivity

  • Ability to manage pipeline and monitor sales probability

  • Work sales opportunities as a team

  • Communicate with prospects in a timely fashion to close the sale

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

  • See all information concerning the client on one form

  • Stay connected by accessing Dynamics from the mobile app

  • Continue using Gmail for their email communications