How a Custom Power-Grid App Replaced Sales Spreadsheets for an Industrial Manufacturer
Inside-sales teams tracked quotes and activity in isolated spreadsheets, crippling data hygiene and throttling performance insight.
Manufacturing
Industrial Manufacturer
Real-time insight and scalability
Performance Snapshot
A quick before-and-after view of business outcomes from this engagement.
Before
Spreadsheet-based tracking
After
Power-Grid app + live dashboards
Improvement
Real-time insight and scalability
The Challenge
Inside-sales teams tracked quotes and activity in isolated spreadsheets, crippling data hygiene and throttling performance insight.
Our Solution
We built a Dynamics 365 Power-Grid interface with role-specific command bars, dynamic cards, and a reporting suite covering pricing cadence, funnel health, and QBR metrics.
Key Takeaways
Purpose-built UI drives CRM adoption.
Role-specific dashboards surface what matters, fast.
Clean activity data is prerequisite for forecasting AI.
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