Logo
  • Cases & Projects
  • Developers
  • Contact
Sign InSign Up

Here you can add a description about your company or product

© Copyright 2025 Many.Dev. All Rights Reserved.

Product
  • Cases & Projects
  • Developers
About
  • Contact
Legal
  • Terms of Service
  • Privacy Policy
  • Cookie Policy
Advanced CRM Customization for Automated Sales and Order Management
  1. case
  2. Advanced CRM Customization for Automated Sales and Order Management

This Case Shows Specific Expertise. Find the Companies with the Skills Your Project Demands!

You're viewing one of tens of thousands of real cases compiled on Many.dev. Each case demonstrates specific, tangible expertise.

But how do you find the company that possesses the exact skills and experience needed for your project? Forget generic filters!

Our unique AI system allows you to describe your project in your own words and instantly get a list of companies that have already successfully applied that precise expertise in similar projects.

Create a free account to unlock powerful AI-powered search and connect with companies whose expertise directly matches your project's requirements.

Advanced CRM Customization for Automated Sales and Order Management

sigma.software
Information technology
Business services
eCommerce

Operational Inefficiencies in Sales and Order Processing

Manual order creation processes, rigid agreement templates, and disconnected payment model associations were causing delays in sales cycles and limiting flexibility for business-specific customizations in Microsoft Dynamics CRM.

About the Client

Global technology company requiring scalable CRM automation for complex sales workflows

Key Project Goals

  • Automate customer order creation workflows
  • Implement dynamic sales process automation
  • Enable customizable corporate agreement templates
  • Integrate flexible payment model associations with projects

Core System Functionalities

  • Account entity form extension with Google Maps API integration for location visualization
  • Order entity customization for offshore business data handling
  • Work Orders module connected to contracts and CRM entities
  • Automated addendum generation for frame contracts

Technology Stack

Microsoft Dynamics CRM
Google Maps API
C#
.NET Framework

System Integrations

  • CRM entity relationships
  • Corporate document templates
  • Payment processing systems

Non-Functional Requirements

  • Scalable architecture for enterprise users
  • High-performance data processing
  • Role-based access control
  • Template versioning capabilities

Business Impact

Streamlined sales operations through automated workflows, reduced manual template customization efforts by 70%, and improved contract management efficiency with instant addendum generation capabilities, leading to accelerated revenue cycles.

More from this Company

Development of a Scalable Intelligent Chatbot for Customer Support Automation in Telecommunications
Next-Generation ECM Platform Modernization and Regulatory Compliance Expansion
Development of a Cross-Platform Virtual Agile Collaboration Platform
Predictive Maintenance Mobile App for Civil Engineering Machinery Using Deep Learning and Object Recognition
Reengineering and Expansion of Content Management Platform for Mikz AB