All client work
Inside the engagement
How an Industrial Manufacturer Saved 29 Hours a Month with Automated Price-Sheet Distribution in Dynamics 365
IndustryManufacturing
ClientIndustrial Manufacturer
Reported result97% reduction in manual work (29 hours saved)
The business challenge.
Inside sales burned 30h/month hand-crafting price sheets for hundreds of buyers and had no reliable way to retrieve historical versions.
The work behind the result.
We automated monthly PDF generation, CRM attachment, and email delivery from Dynamics 365, so every buyer receives the right sheet and every sheet lives on the account record.
What changed.
97% reduction in manual work (29 hours saved)
Before30h manual work/month
After1h automated oversight
Improvement-29h (-97%)
Results are specific to this engagement.
What leaders can take from it.
- 01Automate any task that happens on a calendar.
- 02CRM-native docs beat detached file shares.
- 03Time saved is quota gained.
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