Table of Content

The Challenge

Client, a cashback program facilitating connections between merchants and consumers, required a streamlined system to manage merchant inquiries and merchant onboarding.

Project

Implementation of Dynamics CRM Sales – Merchant Sales System (MMS)

Industry

E-commerce

The Solution

Our team proposed a comprehensive solution that involved leveraging Azure Logic Apps to retrieve data from Instant Products' SQL database and integrating it seamlessly with Dynamics 365 CRM. The solution aimed to automate notification processes, improve data visibility, and enhance overall customer experience.

Key Components of the Solution:

  • Inquiry Capture: When a new merchant inquires through the website or phone, the inquiry is automatically captured in the MMS.

  • Automated Notifications: The system sends email notifications to both the merchant confirming receipt of the inquiry and the manager assigning the lead to a salesperson.

  • Five-Stage Sales Process: The system guides salespeople through a structured five-stage process:

    1. New: Initial information gathering and editing.
    2. Contacted: Qualification and disqualification of leads
    3. Opportunity: Gathering offer details from the merchant.
    4. Agreed to Participate: Sending a participation form to the merchant for review and adjustment. The form is integrated with Dynamics CRM and automatically pushes submitted details back to the system. Salespeople can review and approve/disapprove the offer, triggering automated email notifications to the merchant with any necessary corrections.
    5. Pending Contract: Upon approval, the system auto-generates contract documents and sends them to the merchant for DocuSign e-signature. Once signed, the contract is automatically forwarded to client managers for their digital signature.

  • Communication Management: Automated emails keep all stakeholders informed throughout the process using customizable templates that pull relevant information from the CRM.

  • Performance Monitoring: Dashboards for salespeople and managers provide real-time insights into sales activity and performance. Additionally, reports are available for managers to gain deeper understanding of the sales pipeline.

  • System Integrations: The MMS seamlessly integrates with client's website, merchant portal, and DocuSign for a unified experience.

The Result

  • Improved Efficiency:
    The automated workflows and centralized system significantly streamline the merchant onboarding process, reducing manual tasks and saving valuable time.

  • Enhanced Communication:
    Automated notifications and email templates ensure clear and timely communication among salespeople, managers, and merchants.

  • Streamlined Sales Process:
    The structured five-stage process guides salespeople effectively, improving lead qualification and conversion rates.

  • Simplified Contract Management:
    DocuSign integration facilitates efficient contract generation, signing, and management.

  • Data-Driven Decision Making:
    Sales dashboards and reports empower managers to make informed decisions based on real-time data and insights.

The Conclusion

The implementation of Dynamics CRM Sales based MMS has provided client with a streamlined merchant onboarding process, leading to increased efficiency, improved communication, and enhanced sales performance. The system provides a centralized platform for managing leads, opportunities, contracts, and communication, ultimately enabling client to onboard merchants faster and more effectively.

is a software solution company that was established in 2016. Our quality services begin with experience and end with dedication. Our directors have more than 15 years of IT experience to handle various projects successfully. Our dedicated teams are available to help our clients streamline their business processes, enhance their customer support, automate their day-to-day tasks, and provide software solutions tailored to their specific needs. We are experts in Dynamics 365 and Power Platform services, whether you need Dynamics 365 implementation, customization, integration, data migration, training, or ongoing support.

Share This Story, Choose Your Platform!

Top 7 Data Migration Mistakes in Dynamics CRM (And How to Avoid Them)
Exploring Features in Copilot for Customer Service – Dynamics 365