The Leasing Products Sales Management in the CRM System

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 gained a system providing effective management of business opportunities.

The implemented solution allows its users to:

• effectively manage the entire business process, tasks and business opportunities;
• get a customer overview thanks to a 360-degree view of all 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 the status and evaluate business offers;
• get a managerial view on business processes;
• automate business activities;
• create and manage email campaigns.

The entire project was managed by the agile methodology. The users are S Slovensko´s employees, namely the sales team and back-office team.