Customer Success: Sprott Inc.

Sprott - An Asset Management Firm

CloudFronts helped Sprott to set up and streamline their Sales and Opportunity management using Dynamics 365 CRM.

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Sprott - An Asset Management Firm

About Sprott:

Sprott is a global asset management firm providing investors with access to highly differentiated precious metals investment strategies. Sprott’s best-in-class investment products include innovative physical bullion trusts, mining ETFs, and private equity and debt strategies. You can explore more about the client here at https://sprott.com/

 

Business Challenges:

Sprott was looking to migrate existing contact data from emails to Dynamics 365 Sales and leverage Dynamics 365 Sales platform for streamlining their sales and opportunity management. The client also desired full-fledged training to be provided to the end-users on how to use Dynamics 365 Sales and ensure a formal, structured learning experience for the client.

 

Solution Delivered:

CloudFronts team conceptualized and designed a sales process curated to asset management firm’s requirements. Dynamics 365 Sales was deployed successfully to streamline the entire process from capturing leads, tracking follow-up communication, emails, and appointments, along with maintaining the database of Accounts, contacts, Opportunity, Quotes, and status.

Check out the Press Release here >

 


Key Features:

Key Technologies:

Key Technologies:

  • Dynamics 365 Sales

Post Go Live:

Post Go-live:

Post Go-live, Sprott was able to report the following benefits:

  • Their entire sales process is now streamlined with Dynamics 365 Sales to suit their industry specific requirements.
  • Their marketing and sales representatives can now log the contacts, view opportunities, leads into the Dynamics 365 Sales and better manage them and accordingly take decisive actions.

Why CloudFronts? CloudFronts is a Dynamics 365, Power BI and Azure focused Microsoft Certified Gold Partner. We help companies around the globe deploy their business processes on the Microsoft Dynamics 365 platform.

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