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CRM Quick Win Solution™

Revenue forecast helper (only 299$ CAD)

Dynamics CRM opportunites work great managing the funnel and upcoming sales. But all of the sale forecasts are based on the estimated closed date of the opportunity. For companies with project cycles spanning over multiple fiscal periods, forecasting revenues becomes a nightmare.
Our Revenue Forecast Helper solution will spread the estmated revenue of the opportunities in the funnel over the period of the project helping you analyse the revenue stream.

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CRM Quick Win Solution™

Customer life cycle management

If you are in a business to business market, managing prospect share is now as important as managing market share. You want to know how many potential customers you are in contact with at anytime. Whether these are suspects, prospects or customers, you should know where you stand versus your market.
Our customer life cycle management tool keeps track of your progress and helps you stay ahead of the competition.

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CRM Quick Win Solution™

Ressource allocation

If you are in the service industry, assigning ressources to projects can be a difficult task. Our solution enables you to efficiently allocate ressources, calculate your backlog revenue stream and accurately estimate your ressource requirements for the upcoming fical periods.

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