“Ayesa has more than 15 years of experience in CRM. The project has seen it implement best practices as well as a successful change management strategy. This has enabled Lointek’s sales team to quickly adapt to the new solution and use it effectively from the outset”.
Projects
Dynamics 365 Sales: Transforming business through technology
- Client: Lointek
- Date: 2024
- Location: Spain
- Technologies used / Software vendors: Dynamics 365 Sales / Microsoft
Challenge
Solution
Ayesa implemented Dynamics 365 Sales, a tool that manages sales holistically and efficiently. The Microsoft solution offers advanced CRM capabilities connects with other key tools, such as Outlook and SharePoint, thereby allowing information to be easily accessed and managed in one place.
Ayesa worked closely with Lointek throughout all stages, from the initial analysis through to the development and configuration of the solution, ensuring the client’s specifications were met. As a result, Lointek has been able to centralise and systemise its sales process. A change management strategy was also put in place, which helped users get accustomed to the solution.
Notable aspects of the project include:
- Comprehensive overviews of clients: these allow all information about a client to be viewed in one place.
- An automatic news carousel: this displays the latest news on projects, allowing members of staff to find out more about clients as well as identify new opportunities.
- Prospect and opportunity management: the entire process is fully automated, from prospects through to the close of sales.
- Synchronisation with Exchange and SharePoint: This has increased the efficiency with which meetings, tasks and the storage of documents are managed, ensuring all sales interactions are recorded in a centralised manner.
Following the successful installation, Ayesa is supporting Lointek to help continually improve the platform and adapt it to changing needs.
Benefits
The benefits of the new solution include:
- Provides a comprehensive sales overview: This gives the company up-to-date information on clients and allows it to identify and track opportunities.
- Helps ensure the sales team is more productive by reducing the time it spends on administrative tasks, as well as centralising communication.
- Improves business analytics: This involves segmenting information by location, type of project and individual(s) involved, something that has significantly improved decision-making.
- Better planning and tracking of sales, thereby improving the way opportunities are managed and monitored.
- Collaboration and the centralisation of sales information. This allows teams to better communicate with one another and work from a single, up-to-date database.
