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
Transport & Logistic
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