Some details
About TSD:
Technical Sales Development (TSD) is a leading New York based company which offers distinctive solutions regarding Sales Transformation, Training and Services to the companies looking to increase their Sales effectiveness, improve customer satisfaction, improve margins and thereby increase their revenue. TSD helps sales teams (Managers, Sales Reps/AM’s and SE/SC/SA’s) to win more business opportunities by
providing process and tools to manage and optimize their sales opportunities. You can read more about TSD at https://technicalsalesdevelopment.com/.Business Requirement:
TSD wanted a solution that would convert a fully functional SOS (Sales Opportunity Snapshot) Standalone Excel-based application in use for current customers to the D365 environment.
Solution Delivered:
TSD wanted the standalone SOS application integrated with Microsoft Dynamics 365 to help their customers manage and close Sales opportunities. In response to this, the CloudFronts team replicated the SOS Excel functionality into D365 making it extremely visual, easy to use, and covers all aspects of a sales opportunity.
Post Go Live:
SOS for D365 went live on the AppSource on July 9, 2018. Using the SOS methodology and tool, TSD’s customers documented:
16 Point increase in win-rate – from 58% to 74%.
22% increase in bookings in the first two years of implementation.