Understanding the challenge
Xypex faced inefficiencies due to an outdated CRM system, limiting their sales team’s ability to effectively manage leads, track sales opportunities, and access critical data. Manual processes slowed productivity and impacted overall business growth.
Our approach
We enhanced Xypex’s existing Dynamics 365 environment by implementing custom workflows, streamlined sales processes, and comprehensive integrations. These improvements empowered their sales team with real-time data, increased automation, and improved lead management.
Key elements of our solution included:
• Customized Dynamics 365 workflows for automated lead tracking
• Seamless integration with third-party bidding and engineering lead software
• Enhanced reporting for real-time sales insights
• Streamlined processes for efficient global sales collaboration
Technical innovation
Our advanced integration with Xypex’s third-party engineering lead platform enabled automatic data synchronization with Dynamics 365. This innovation significantly reduced manual input, accelerated response times, and improved overall accuracy in sales forecasting.
Outcome
Within six months of implementation, Xypex achieved a 45% increase in sales productivity. Their sales team experienced significant improvements in operational efficiency, accuracy, and responsiveness, directly contributing to continued global growth.
