By adopting Microsoft Dynamics CRM Online, Orange Tree was able to deploy a modern CRM system in weeks, for a fraction of the cost of an on-premises deployment. It has increased sales efficiency, improved business insight, and reduced overall risk.
Thanks to automated workflows, the sales forecasting process that used to hours a week is now greatly reduced and the company gets far more accurate data. “We are now able to compile and view accurate sales forecasts very quickly and in real-time,” Mihalik says.
Without Microsoft Office Outlook integration in the previous solution, the sales team had to work with two disparate systems creating duplication of work and inefficiencies. “Today, our productivity has soared with Microsoft Dynamics CRM and our sales team is now able to focus on selling and servicing customers vs. managing spreadsheets.”
Management has far better insight into deal status and the overall business. With the integrated dashboards, they can get an overview of where deals are in the sales process and make adjustments as needed to keep them moving. “We’ve been able to improve our sales process and be much more efficient in closing deals faster,” he added.
With PowerSuccess, customers work one-on-one with the team at HCLTech to help ensure the implementation and adoption of the solution is successful. “We really liked this approach as it allowed us to make the most of our investment without getting locked into hourly configuration and customization consulting rates with exorbitant fees. HCLTech are experts at what they do and we can rely on them to help show us what CRM can really do for our organization,” says Mihalik.