Helping a US-based Business Process Consulting Firm Improve its Backend Operations

Realizing business value from different data sources is a big task, especially when manual intervention is involved. When our valued client decided to transform the data management processes for sales purposes, leveraging the power of intelligent digital technologies, Binmile rendered the client a competitive edge with the most viable solution.

Vertical: Business process consulting

Technology used: Dynamic 365 CE/CRM, Microsoft Power Automate, Microsoft Power BI, C#.NET, and JavaScript

Time duration: On-ongoing

Team effort: 5 technology experts


A Snippet of case study

Challenge: Manual, error-prone, and clattered data management; no real-time insight for real-time decision-making

Solutions: Implemented a CRM solution to customize and streamline data management at the backend; enabled business intelligence capabilities to run analytics and make smarter decisions

Benefits: Improved backend processes, enhanced efficiency, simplified decision-making, error-free outcomes, and cost and time saving

Words of praise

“As a small innovative business we needed a CRM that was both agile, yet allowed us to easily scale as rapidly grow. Binmile has made this happen over the last couple of years by working closely with us, guiding our CRM upgrade by taking our specific needs into consideration. By taking the time to understand our business Binmile has quickly implemented solutions to immediate challenges at times. They have been reliable, responsive, creative, personable and work with high integrity, always prioritizing the needs of our team. It’s been a pleasure to work with such a great Team at Binmile.” – David Joyner, Technology Implementation, Improve Group


Prime challenges

As per the company’s business, the client had issues organizing the data. Initially, they collected all the details related to managing the product, sales, design, labor, and travel costs. The client also contained the details of respective margins and factors of the various products in excel. It was a lengthy and time-consuming process. Moreover, the client had issues with email scheduling, backend operations, cost estimation, data privacy, data management, and reporting for the sales process.

Binmile took all challenges and gave the client exactly what it was actually looking for.


Binmile solutions

Almost two years ago, in 2019, the client chose Binmile Technologies to automate its traditional processes for managing quotations at the backend, focusing on data accuracy and safety. Based on the above problem statement, Binmile analyzed the complete business flow and proposed the following solution. Binmile provided Bid Sheet as a solution within Dynamics 365 CE to improve the sales process. It helped sales representatives add product categories. This category had various products and details of the labor cost calculations, freight cost, sales cost, design cost, travel cost, etc. While sales reps activated the Bid Sheet, all the products with the total cost got added to the Quote.

Binmile team also implemented the PowerBI dashboards in their existing Microsoft Dynamics 365 CE system. This implementation helped the client track overall revenue, pipeline projects, new projects, and forecast status. We matched client expectations and offered it business solutions with

• Dynamic 365 CRM implementation for sales module
• C#.NET for backend customization
• JavaScript for client-side changes
• Microsoft Power BI for reporting.
• Email scheduling automation for notification with Power Automate
• SQL server integration with dynamic CRM for data management


Overall business outcomes

• Boosted productivity with an enhanced experience
• Cost and time saving with automation usage
• Simplified and organized data for decision-making
• Enhanced data quality and accuracy with minimal loss
• Increase in sales with easy to use systems
• Mitigated risks and inefficiencies using the Bid Sheet
• Optimized data analysis with actionable insights
• Streamlined workflows and improved process efficiency


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