How to Create Sales Quotes with Dynamics 365

As the company continues to grow, one rental truck company recognized the need to improve the efficiency of their sales process. Their current process ended with a quote being provided in the company’s CRM. JourneyTEAM helped with overall visibility into the sales lifecycle and created an efficient lead assigning process so their Accounts Receivable team could easily access necessary data.

JourneyTEAM is dedicated to helping customers achieve a competitive advantage by identifying the best solutions and services that accommodate their business needs. JourneyTEAM provides consultation, training, and implementation in the United States, developing and deploying connected business technology solutions that help leading global companies across several industries, including Finance, Manufacturing, and Healthcare get to market faster and achieve continued success.