How to connect the sales world with operational management on a single platform

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Our goals can only be achieved through good planning, which we must absolutely believe in and act upon.

Pablo Picasso

scenario

Processes and technology for business growth

Regardless of the sector in which it operates, a company's primary objective is its growth: economic and sustainable.
To ensure this is achieved, the company must create a structured and easily applicable model that allows for the management of activities, whether simple or complex, through challenges and obstacles.
The interrelated activities define the different processes that the company relies on to achieve the objective, determined during the planning phase and aimed at engaging the correct stakeholders.

Adopting the right technology becomes a key factor not only for ensuring detailed project planning and efficient execution but also for measuring the entire sales process: the joint analysis of sales and operational data is indeed becoming a necessary exercise in order to have an accurate measurement of all costs and obtain a unified view of each individual project.

SOLUTION

How we help you

we will equip you with an operational tool to manage the process of acquiring new projects, planning them in a homogeneous and systematic way, and calculating an accurate measure of the cost of each individual project starting from its execution phase.

Through Microsoft Dynamics 365 Project Operations, used to manage activities and optimize resource allocation, combined with Microsoft Dynamics 365 for Sales, created to manage the end-to-end Lead-to-Order flow that guides the customer from the first contact to the moment they finalize the purchase (Lead-to-Order process), we provide a unique solution that accompanies the customer from acquisition to operational management of projects.

Customer Relationships

The solution helps manage customer relationships by tracking all interactions that occur between your company and your customers, from initial contacts to those during the sales and design phases.

Lead-to-order flow

By creating a consistent flow for your company to track lead progress and have KPIs for the entire Sales department lifecycle.

Estimate and Project

Build the connection between the Estimate and the Project by gathering all the revenues obtained in a single platform, accompanied by all the necessary steps to arrive at the determination of the offer, and the costs of each individual project, related to both planning and execution.

Overview

Manage the project by tracking individual project activities in terms of time, costs, dependencies, effort, and actual execution, to monitor the real progress against what was planned. Resource allocation aims to select the most appropriate based on the necessary skills and their availability.

Finalization

Simplify the reporting of a project activity, thanks to a "user-friendly" interface available on both web and mobile platforms. The resource accounts for the hours worked and the related expenses. Project managers have a tool to manage approvals and can constantly monitor the progress of activities carried out on individual projects.

Conclusion

If your company needs to organize activities efficiently and structurally and wants to measure the entire lead-to-order sales process, contact us for a detailed presentation of the potential of our solution and advice on how to implement it in your reality.