Streamlining Sales Prospects Through Microsoft Dynamics 365

Qellus enables you to seamlessly add new customers - from sales prospect to approved business partner

Microsoft Dynamics 365 (D365) has become commonplace for
companies to begin their relationship journeys with their customers.
However, D365 is one of many applications that companies rely on to
manage their relationship with customers.

Challenge

• Seamlessly create new SAP business partners from D365 prospects.
• Share data and documents through the customer lifecycle.
• Create an improved view of the customer relationship, capturing documents, data, and details from beginning to end.
• Remove the need to manually enter new customer data in SAP.
• Enable functional teams to have access to a single, trusted view of the customer relationship

Solution

Qellus provides a solution for companies to seamlessly hand off the creation of new business prospects in D365 and have it leverage their standard enterprise processes for review and approval of business partners in SAP.

Through intelligent use of the OpenText Extended ECM platform, companies can share data and documents through the customer lifecycle, from D365 to SAP MDG and SAP S/4HANA. This ultimately creates an improved view of the customer relationship, capturing documents, data, and details from beginning to end.

Organizations will no longer need to re-enter customer data for each system manually and instead accelerate customer onboarding and approval through an automated, integrated approach between D365 and SAP.

Result

If you’re ready for the seamless transfer of data and documents from prospects
through customer confirmation, it’s time to contact Qellus. We offer a solution
that provides a complete view of customer data from beginning to end, aiding
sales, customer service, and financial teams across your organization.

It’s time to move from the labor-intensive and error-prone processes of the past
towards a streamlined, seamless system for processing new customers - from
sales prospect to approved business partner. With Qellus you can.

Download the Case Study