CRM foundation
Contacts, accounts, leads and opportunities in one connected record.
Case Studies / Sales Management Platform
Sales Management Platform
for a Sales Consultancy
A sales consultancy needed one system for the whole sales cycle, from prospect lists and research through proposals and sales to commission and reporting.
The problem behind the work
Prospects, research, proposals, sales and commission were each handled in a different place, which made it hard to follow a prospect through to a sale.
It also made it harder to see how the team was performing and to work out what each person had earned.
Prospects held in lists
Prospect lists and their members needed a proper home alongside leads and opportunities.
Research kept apart
Research on a prospect sat away from the record it informed.
Proposals made outside the system
Proposals were created separately and not tied back to the opportunity.
Commission worked out by hand
Calculating what each person had earned was a manual exercise.
No single view of performance
Reporting meant gathering figures from several places.
What was delivered
A complete sales module on Dataverse, with model-driven apps and Power Automate, covering the cycle from first contact to commission.
Prospecting
Prospect lists and their members, linked to the people and accounts they relate to.
Sales profiles and research
Sales profiles and research held with the prospect they inform.
Proposals and sales
Proposals generated from the record, then converted to a sale item.
Commission engine
A full SDR commission engine that works out what each person has earned.
Reporting dashboards
Dashboards that show performance across the sales cycle.
What changed
One system for the cycle
Contacts, leads, opportunities, proposals and sales are connected in a single model.
Prospecting with context
Research and sales profiles sit with the prospect, so conversations start informed.
Proposals from the record
Proposals are generated from the opportunity rather than built separately.
Proposals become sales
Accepted proposals convert to a sale item without re-entering the details.
Commission calculated by the system
The commission engine replaces manual calculation.
Performance in view
Dashboards give a live view across the whole pipeline.
Platform components
Power Apps (Model-Driven)
Power Automate
Dataverse
Sales tracked in too many places?
Prospects in one tool, proposals in another and commission in a spreadsheet. Tell us how your sales process runs today and we will explain how we would approach it.