2 modules
Sales, patient care, and service all in one solution.
Sales and Business Development
We streamline the sales process, customer data, and the sales pipeline so that the team can set priorities more quickly and forecast results more accurately. Automation reduces manual administrative work and gives sales reps more time to work with customers.
.avif)
Predictable sales require a single process from inquiry to settlement.
5–15%
higher sales productivity
40%
shorter settlement time
>80%
fewer errors in the documentation
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Distinguishing Features
Where Sales Are Losing Momentum: Data and Predictability
A Pipeline Lacking Credibility
Outdated stages, amounts, and closing dates are a risk. Management sees what appears to be a large pipeline, but is unable to assess how much revenue the team will actually generate.
Leads with no owner
Leads from forms, emails, and partners are stored in various files. The lack of qualification rules and response times lowers conversion rates and increases the cost per lead.
Forecast Based on Declarations
The forecast is based on spreadsheets and sales representatives' assessments, since the CRM does not contain a complete history of activity. As a result, decisions regarding the budget and resources are delayed.
Salespeople in manual labor
Notes, follow-ups, and reports require manual data entry. Salespeople spend less time with customers, and data quality gradually declines.
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What's Changing
From Disparate Activities to a Unified Sales Management Process
The transformation begins with shared definitions of a lead, an opportunity, a stage, and a forecast. The system standardizes the process, automates repetitive steps, and provides managers with data they can act on.
Leads from forms, emails, and partners are assigned manually, without a common SLA or qualification criteria.
Each lead is assigned an owner, a priority, and a next step in accordance with the agreed-upon process rules.
The opportunity stages depend on the sales representative's individual assessment, and the dates and amounts are updated only prior to the forecast.
The stage is based on confirmed purchasing criteria, and the pipeline is updated as part of daily operations.
The manager collects forecasts in spreadsheets and wastes time reconciling different versions of the data.
Forecast uses a single data definition, highlights risks, and facilitates discussions about actions—not about revising the report.
The sales representative transcribes the details from emails and meetings, prepares summaries, and manually tracks follow-ups.
AI summarizes the context, automations trigger the next steps, and the sales representative focuses on the customer's decision.
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Technologies
Technology supports processes, data, and sales decisions
We select Microsoft components to address specific gaps in the process. Each component is designed to improve data quality, work efficiency, or decision-making accuracy.
Sales (CRM)
Dynamics 365 Sales is a CRM system that organizes leads, opportunities, activities, and sales forecasts. We help you implement a standardized process, automate sales representatives’ work, and gain greater control over your sales pipeline and revenue.
Customer Insights
Microsoft Dynamics 365 Customer Insights combines customer data from CRM, ERP, marketing, and service systems to create cohesive customer profiles and journeys. We help you organize your data, build segments, and automate personalized communications.
Copilot for Sales
Copilot for Sales It integrates AI with CRM data in Outlook, Teams, and Microsoft 365 apps. We help implement scenarios that reduce data entry, prepare salespeople for meetings, and accelerate sales.
Power BI
Microsoft Power BI transforms data from multiple systems into reports, models, and KPIs, all accessible in one place. We help build business analytics that streamline reporting and support decisions based on reliable data.
Power Automate
Microsoft Power Automate automates workflows between applications, data, and users. We help eliminate manual tasks, integrate systems, and reduce process execution times without losing control over exceptions.
Microsoft 365 Copilot
Microsoft 365 Copilot We use AI in Word, Excel, PowerPoint, Outlook, and Teams to work with the organization’s data. We help prepare the environment and users to safely increase productivity.
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Services
From process diagnosis to adoption that maintains data quality
We combine process consulting, implementation, and collaboration with the team. The scope is defined based on KPIs, risks, and pain points in the actual sales cycle.
Business Consulting and Digital Strategy
We help translate business goals into a concrete roadmap for change, priorities, and technology decisions. We integrate perspectives on processes, data, and systems to ensure that investments support the company’s actual needs.
Implementations and Migrations
We carry out new implementations, migrations, and remediation projects, organizing data, processes, and integrations before the solution goes live. We manage the project from analysis and configuration through testing, production launch, and stabilization.
Business Process Automation
We automate repetitive tasks, workflows, and processes across systems using Power Automate, RPA, and workflow tools. This enables teams to reduce manual work and handle routine operations more quickly.
AI Transformation and Copilot Adoption
We help you plan your use of AI—from strategy and scenario selection to implementation and adoption within your organization. We focus on applications that deliver clear business results and can be safely scaled.
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Case Study
40% shorter processing time and over 80% fewer errors
Following its merger with Aviva, Allianz needed to standardize its brokerage insurance sales, which were managed via email, Word, Excel, and numerous other applications. oneDynamics implemented a unified CRM process, increasing productivity by 5–15% and reducing the time required for settlements by 40%.
INDUSTRY
Insurance
REGION
Poland, thousands of brokers
PRODUCTS
D365 Sales · Power Platform
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How We Work
First, the process and KPIs. Then, implementation, adoption, and scaling.
Process and Data Audit
We define objectives, roles, phases, data sources, and baseline KPIs. We prioritize gaps based on their impact on results and implementation risks.
Iterative Implementation
We configure the process, integrations, automations, and reports. The team tests each phase using real-world sales scenarios.
Adoption and Optimization
We monitor usage, data completeness, and changes in KPIs. We expand the solution wherever the process delivers measurable value.
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Numbers, not slides
What Works for Clients Who Have Placed Their Entire Company's Trust in Us
Five end-to-end projects from various industries. The same Microsoft tools, different results—because the initial questions were different.
.avif)
20–30%
Less time spent searching for information every day.
–40%
Less time needed to verify customer data in public records.
.avif)
2× faster
Operations and processes completed in half the previous time.
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They've placed their trust in us
“
Documentation used to take up a lot of time. Now we can prepare it much faster. Customer data is available immediately, and internal communication has never been smoother.
”
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LET'S TALK
Let's see what we can improve in your business
A brief conversation is all it takes to understand the challenge, evaluate possible approaches, and identify solutions that make real sense for your organization.
