The Challenge

• The client, a special equipment dealer, used disconnected tools to manage leads, quotes, and sales workflows.
• Sales cycles were lengthy and error-prone due to manual processes.
• Decision-making was delayed due to lack of real-time sales data.

Our Approach

• Requirements Gathering: Conducted workshops with sales teams to understand current pain points and process gaps.
• Solution Design: Customized Microsoft Dynamics 365 Sales to reflect the client's unique sales pipeline and quote management processes.
• Automation: Implemented automated workflows for lead tracking, quote approvals, and follow-ups.
• Integration: Integrated Dynamics with ERP and inventory systems to streamline quoting and order fulfillment.
• Training and Support: Delivered hands-on training and created user guides to drive adoption.

The Solution: OJ StratTech implemented a tailored Microsoft Dynamics 365 Sales solution that unified lead management, quote configuration, and reporting processes. Automation features streamlined internal workflows, while integration with inventory systems enabled real-time availability and pricing accuracy. These enhancements empowered the sales team with actionable data and reduced administrative burden.

The Results

• Sales Efficiency: Reduced sales cycle time by 40%.
• Data Accuracy: Improved lead and quote tracking accuracy by 35%.
• Decision-Making: Real-time dashboards enabled faster, data-driven decisions.
• User Adoption: 95% of the sales team actively used the new system within three months.

Client Testimonial: "With OJ StratTech's support, we've streamlined our sales operations and now have visibility into every stage of the process. The Microsoft Dynamics 365 solution is a game changer for our business."