INTELLECTUS selected Microsoft Dynamics 365 Sales to manage its sales processes
Paskelbta: 2024-01-22 • Atnaujinta: 2026-04-16
About the Company
Business activity: Corporate foreign language training
Project: Microsoft Dynamics 365 Sales
What triggered the need for a CRM solution?
In daily operations, a high volume of information and data created challenges in maintaining control and ensuring nothing was lost. Sales processes were managed using Excel files, but there was a lack of structured task planning and visibility into client communication history. This led to the need for a more reliable and structured solution.
Why Microsoft Dynamics 365 Sales?
The decision was influenced by the existing use of Microsoft products. Microsoft Dynamics 365 Sales integrated smoothly into the existing IT ecosystem, including Microsoft SharePoint, Microsoft Outlook, email systems, and Office applications. For users already familiar with Microsoft tools, adopting the CRM required minimal onboarding effort.
How did operations change after implementation?
With the introduction of Microsoft Dynamics 365 Sales, customer data, sales pipeline management, task planning, and analytics are now accessible within a single system. Historical data can be retrieved much faster, reducing the risk of lost information and missed sales opportunities. The defined structure also simplifies onboarding of new employees, making it easier to integrate them into the sales process.
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It is also emphasized that the initial phase of the project is critical—clear communication of system principles, user training, practical examples, and a strong understanding of business requirements are essential to ensure a smooth and effective implementation.