A Microsoft Dynamics 365 customer story
Glencore Technology
Learn how Glencore Technology migrated their CRM to Dynamics 365 to leverage greater integration, automation and reporting across business platforms.
Overview
Streamline business processes and enhance Sales processes with Microsoft's Dynamics 365 and Power Platform solutions, supported by Data#3
Since 2015, our experienced Business Applications team has been delivering agile and innovative solutions that drive business transformation. By leveraging the full potential of Microsoft Business Applications and the Power Platform, we help customers streamline workflows, integrate data seamlessly, and enhance decision-making with greater efficiency.
With deep expertise in the Microsoft ecosystem, our team helps customers across all stages of their Dynamics 365 journey, through vision and value engagements, tailored demonstrations, Fit Gap Assessments, health-checks for Dynamics 365 and Dataverse; as well as Dynamics 365 support delivered through our Dynamics Centre of Excellence (CoE).
Solution
Microsoft Dynamics 365 Sales is a comprehensive customer relationship management (CRM) solution designed to empower sales teams, manage sales processes, nurture customer relationships, and drive business growth. The platform acts as a centralised hub for managing sales campaigns, audience lists, service cases, leads, opportunities, and customer interactions.
Dynamics 365 Sales Rapid
Lead and opportunity management
Track, qualify and manage leads and opportunities as they progress through the sales pipeline.
Relationship management
Build and nurture customer relationships, track interactions with a 360-degree view of customer accounts.
Integration
Integrate D365 Sales with other business applications, enabling streamlined and efficient workflows.
Sales automation
Automate follow-up emails, task assignments, and reporting – saving significant time and effort.
Collaboration
Facilitate collaboration between departments, ensuring a cohesive approach to customer interaction.
Activity tracking
Track and organise activities such as emails, phone calls and meetings.
Benefits
Why undertake a Dynamics 365 Sales Rapid?
This service is designed for clients seeking to evaluate the functionality for Dynamics 365 for Sales within their organisation. The Data#3 Dynamics 365 Sales Rapid is the ideal engagement to determine that fit. The Rapid engagement provides a fixed-price, fixed-scope deployment of Dynamics 365 Sales – ensuring clear and accurate product alignment, prior to deciding to deploy a full production solution.
Through the engagement, our team of specialists capture a desired functionality backlog, which can be used in a series of optional backlog sprints at the completion of the Rapid engagement.
Outcomes
Data#3’s Dynamics 365 Sales Rapid sets the foundation for the sales team/s within your organisation to build strong customer relationships, take actions based on insights, and minimise the time taken to close deals. With built-in intelligence to equip your sales teams with adaptive guidance to better serve your customers, the Data#3 Dynamics 365 Sales Rapid provides you with a rapid proof of concept solution, built on a fixed-scope and fixed-price basis.
Process
Data#3's Dynamics 365 Rapid for Sales includes the following scope
Environment and system setup
Data management and migration
Security and access control
Integration and productivity tools
Sales process and pipeline management
Product catalogue and pricing
Reporting and analytics
Territory and organisational management
We enjoyed the end-to-end process from inception to delivery and seeing it come alive. Every sprint review was exciting as the concept came to fruition in front of our eyes.
Jo Hardie - Senior Business Analyst, Glencore Technology
Why Data#3?
Data#3 is Microsoft’s largest Australian business partner
As a well-established Microsoft Business Partner, Data#3 specialises in developing and delivering customised Microsoft Business Applications that drive digital transformation and operational efficiency for organisations across Government and Enterprise. With extensive experience in the Microsoft ecosystem, we harness the power of technologies like Microsoft Power Platform, Dynamics 365, Azure, Microsoft 365, Data and AI to create scalable, secure, and tailored solutions that meet the unique needs of our clients.
Our Business Applications practice is one of six solution practice areas. Additionally, we have depth of expertise in Hybrid Cloud, Analytics and AI, Modern Work and Security backed by a Customer Success team to ensure you gain the benefit of your software investments with on-going enhancement and optimisations.
