Client Overview: The Schiff Group specializes in guiding contractors through the process of securing contracts with federal, state, and local governments. They provide strategic consulting services to help clients navigate the complexities of government procurement.
The Challenge: The Schiff Group needed a more effective way to manage communications and data related to customers, prospects, and sales opportunities. They lacked a comprehensive Sales App, which limited their ability to track and manage critical business information, including sales pipelines and opportunity details.
Our Solution: enCloud9 implemented Dynamics 365 Sales Hub to meet The Schiff Group’s needs. This solution provided functionalities for managing Accounts, Contacts, Opportunities, Opportunity Products, and email communications. The implementation also included data migration to ensure all relevant information was seamlessly integrated into the new system.
Results Achieved: In just one month, The Schiff Group transitioned to a cloud-based system, enabling them to efficiently manage their sales processes and communications. The new system provided a centralized platform for tracking and managing sales opportunities, significantly improving their operational efficiency.
Conclusion: The Schiff Group was particularly pleased with the Opportunity Product feature, which has improved their ability to track and manage sales opportunities. They are continuing their partnership with enCloud9 for ongoing support and are considering additional integrations, such as with SharePoint. This project has been a crucial step in enhancing The Schiff Group’s business operations and digital capabilities.
