Success story
Technology Consultancy
A fast-growing startup had nowhere secure to collaborate and no reliable way to track deals.
- Client
- Technology Consultancy
- Industry
- Professional services
- Technologies
- Dynamics 365, SharePoint Online
This client is a young Australian technology consultancy that implements enterprise resource planning software for fashion, apparel and furniture brands.
The challenge
This fast-growing startup needed a secure workspace and a reliable way to manage sales.
What we did
We set up Dynamics 365 for the pipeline and SharePoint for documents, linked together.
A fast-growing startup had nowhere secure to collaborate and no reliable view of its pipeline. We set up both.
Why it mattered
Styllar delivers business systems to the Australian fashion industry, and was growing quickly. The executive team needed somewhere secure to work on sensitive material, and the business needed a dependable way to manage sales opportunities and track what had closed. Startups usually improvise both, and the improvisation becomes the problem later.
What we did
- Built a secure SharePoint environment. With access restricted to the executive team.
- Deployed Dynamics 365. To manage the sales pipeline properly.
- Integrated the two. Out-of-the-box Dynamics to SharePoint integration, so documents are stored automatically and reachable from the CRM.
The difference it made
- A secure, central place for executive collaboration.
- A CRM giving real visibility of sales performance and pipeline.
- Documents filed automatically rather than manually attached.
- Confidence handling sensitive business data as the company scales.
The results
What Technology Consultancy got
Sales pipeline in one place
Opportunities tracked from first contact to close
Documents linked to deals
CRM and SharePoint connected out of the box
A secure base to grow
Executive files restricted to the right people
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Outcomes
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