- Not able to track actual revenue against pipeline/projection
- Integration with ERP (Ramco)
- Not able to capture leads from website to CRM
- Sales process was not streamline
- We implemented Microsoft Business Central for Sales,opportunity Management & Finance and operation.
- We integrated the website with CRM using custom REST API
- Integration with Ramco (ERP)
- Because of unified platform implementation for sales & Finances/operation internal staff’s performance increased by 30%
- Management is able to track actual revenue against each opportunity and take the corrective action in case there is a lack of meeting the target revenue.
- Implemented Power BI for Management dashboard, Integrated multiple data sources on power BI platform in record time.
- Lead Assignment & scoring got streamline resulted in 30-40% increase in response time and so better conversion.
Modules Implemented :
- Sales & Service Management
- Financial Management
- Operations Management