CRM system for sales management of leasing products
The company lacked any central system for management of business activities. The company decided to implement a central solution. After considering numerous advantages of an online solution, it decided for implementation of the Microsoft Office 365 a Microsoft Dynamics 365 Customer Engagement (CRM). Thanks to the solution the company has acquired a system, which provides effective management of business opportunities.
CRM system for sales management of leasing products:
- effectively manage the entire business process, tasks and business opportunities;
- get a customer overview, thanks to 360-degree view of all the important data;
- record potential as well as existing customers within one system;
- access to data from anywhere and from any electronic device;
- record all opportunities in the central system;
- track of status and evaluation of business offers;
- get a managerial view on business processes;
- automate of business activities;
- create and manage email campaigns.
The entire project was managed by the agile methodology. The users are S Slovensko´s employees, namely sales team and back-office team.