How an Industrial Manufacturer Saved 29 Hours a Month with Automated Price-Sheet Distribution in Dynamics 365
Inside sales burned 30h/month hand-crafting price sheets for hundreds of buyers and had no reliable way to retrieve historical versions.
Manufacturing
Industrial Manufacturer
97% reduction in manual work (29 hours saved)
Performance Snapshot
A quick before-and-after view of business outcomes from this engagement.
Before
30h manual work/month
After
1h automated oversight
Improvement
-29h (-97%)
The Challenge
Inside sales burned 30h/month hand-crafting price sheets for hundreds of buyers and had no reliable way to retrieve historical versions.
Our Solution
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.
Key Takeaways
Automate any task that happens on a calendar.
CRM-native docs beat detached file shares.
Time saved is quota gained.
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