Storm Technology Ltd enables growth-ready CRM with Dynamics 365

Customer Challenges

After conducting an internal review and documentation of existing business processes, SalesSense sought to formalise these processes with the introduction of a CRM solution that would help their team better manage the customer lifecycle, from lead to client. The desirable solution would also improve visibility into resource availability to support more effective project planning.

SalesSense knew they would need a user-friendly solution, one that would be quickly embraced by all business users regardless of their existing CRM expertise.

Partner Solution

Paddy Cumiskey, Head of Technology, said of the technology and partner selection process, “We were already a Microsoft 365 customer, and Dynamics 365 native integration with SharePoint and Outlook applications was very attractive to us." After carefully considering recommendations, "We made an enquiry to Storm Technology and—following the demos and Q&A sessions—it was clear that Storm could bring the SalesSense operating model to life through Dynamics 365.”

Customer Benefits

The new CRM solution is a Dynamics 365 model-driven app that utilises industry-grade Dynamics 365 Sales functionality—including account and opportunity management—providing enhanced visibility across all stages of the account management process. The solution features a business process flow among its opportunity management capabilities, guiding users and providing the team the ability to track and report during each stage of the sales process.