Logistics & Transportation
CRM Rollout with Lead Routing and Forecasting
The Sales team operated on email inboxes and spreadsheets, with no CRM or lead tracking in place. In just 10 weeks, GC Consulting deployed Dynamics 365 Sales, integrating smart lead routing, SLAs, and reporting. Within three months, the client doubled their conversion rate and recovered $134K in previously lost opportunities.
B2B distributor in aviation components and tools
Azure DevOps, Dynamics 365 Sales, Power BI
The Challenge
- Inbound leads managed manually, often dropped or delayed
- No lead scoring, pipeline forecasting, or SLA enforcement
- Sales reporting was reactive and Excel-based
Our Solution
We mapped the entire lead intake and sales process and quickly identified key breakdowns, including dropped leads, inconsistent follow-up, and limited visibility into sales performance.
Using Dynamics 365 Sales, we configured lead scoring based on job role, company size, urgency, and geography. Leads were automatically routed to the most appropriate sales rep using defined business rules.
We implemented CI/CD pipelines using Azure DevOps to support agile CRM lifecycle management.
Power BI dashboards were created to monitor funnel health, conversion rates, and individual rep performance.
The CRM was integrated with Outlook, Teams, and LinkedIn, enabling reps to act on opportunities directly from their primary tools.
We launched a pilot phase with two sales teams, collected live feedback, refined the scoring model, and scaled the solution to the rest of the business.
Streamline your operations. Empower your teams. Let’s talk.
Contact Us
Implementation Timeline
Results After 90 Days
improvement in lead-to-opportunity conversion
SLA met for first-touch response
recovered in pipeline leakage
CRM adoption in first month
Start Your Dynamics 365 Integration Now
Ready to connect? Let’s make it seamless.
