Your CRM solution is filled with invaluable customer data—data that could potentially unlock your next big opportunity. But can you get to it? Any CRM solution you adopt should have critical data integrations built-in so you can easily analyze information to improve customer service, boost sales pipelines and grow revenue.
It’s an obvious goal; one that is driving many companies to look at CRM alternatives that offer better cost-effectiveness, seamless integrations, simpler user interfaces, and more scalable deployment options ─ systems like Dynamics 365 Sales.
Such was the case with a JourneyTeam customer, Mercato Partners, who moved from Salesforce to Dynamics 365 Sales. Let’s look at their story.
About the Customer
Mercato Partners is a growth equity firm specializing in investments in high-growth companies, with a focus on technology and consumer clients that have innovative business models. Mercato Partners provides capital, strategic guidance, and operational support to help companies achieve their growth potential and maximize value.
Mercato was facing several challenges with their existing Salesforce implementation:
- A disparate, clunky sales pipeline that required many manual, and repetitive processes.
- Inconsistent customer interactions leading to slower follow-ups and disjointed conversations between sellers and customers.
- Complicated user experience that led to a meager 25 percent adoption level with Salesforce and other third-party tools.
The Dynamics CRM Solution
Mercato reached out to JourneyTeam realizing they needed an inclusive platform to consolidate customer information, simplify deal tracking, and improve customer engagement. Dynamics 365 CRM provided the perfect answer.
The Dynamics CRM integration with existing Microsoft products like SharePoint, Office 365, Word, Excel, Outlook, and Power BI, allows Mercato sellers to gather details in one space, improve analytics, and enhance collaboration across departments─ all without additional connectors or third-party tools.
The new CRM system also works cohesively with Mercato’s other data systems providing sellers with real-time and centralized customer information. Power BI is being used to generate actionable reports showing key indicators, sellers’ close rates, and insights for predicting various outcomes.
Additionally, the company’s SharePoint-housed onboarding documentation and templates are now communicating with Dynamics 365, making processes even more streamlined and efficient for sellers and their customers.
The seamless integration has resulted in higher productivity, improved reporting, and better visibility across teams, with user adoption rates rising dramatically.
Mercato Partners’ user adoption levels went from 25% to 60% in a matter of months.
Outcomes
Because of the engrained integration and ease-of use, Mercato Partners has increased efficiency, collaboration, and overall intelligence across their sales and customer service teams.
- Improved sales efficiency Sellers are now able to easily manage opportunities as they progress from leads to deals with a streamlined and customized user interface that provides client-specific fields and information for efficiency.
- Consolidated Data & Knowledge Management A clean integration between Dynamics and Power BI allows Mercato to create actionable reports showing key indicators, sellers’ close rates, and insights for predicting various outcomes. They can create reports and access built-in dashboards for a real-time view into any situation.
- Increased Customer Satisfaction Through a centralized and dynamic sales pipeline, Mercato sellers can now easily view customer history, needed documentation, and action items to further drive and support customer relationships and satisfaction.
Let’s talk
Salesforce to Dynamics 365 migrations require expertise from an experienced partner, like JourneyTeam. Read the full Mercato Partners customer story here to see how we helped transform their system. Then check out our blog on the top reasons companies are migrating from Salesforce to Dynamics. If you are considering moving from Salesforce to a unified, easy-to-use platform like Dynamics CRM, we are here to help you transition.
