Key Features:

Dashboard:

• Custom Sales dashboards provide users with a single-view overview of their work and other necessary details.

Auto-population of Quote Data from Opportunity:

• Quote fields are auto-populated with data from the lead.
• Improves efficiency and accuracy in generating quotes.

Approval Flows:

• Implemented approval workflows for account and contact creation.
• Ensures that new accounts and contacts are reviewed and approved by higher authorities before being finalized in the system.
• When the profitability of the quote is less than 20% then an approval flow is triggered and if it is more than 20% then it is activated without any approval.

Profitability Calculation in Quotes:

• Added a profitability section to quotes.
• Calculates and displays:
• Gross profit amount.
• Gross profit percentage.

Word Templates:

• Custom Word Templates to fulfil different quotation formats.

Teams Integration for Communication:

• Enabled application users to communicate directly with contacts via Microsoft Teams.

Outlook Integration:

• All the details of the contacts as well as activities in the CRM can be accessed in the Outlook.

Activities and Timeline:

• Included a timeline within each client form detailing all communication with the contacts, including emails, meeting links, and notes.

Data Security and Privacy:

• Ensured secure handling and storage of all collected data.
• Compliance with relevant GDPR data protection and privacy regulations.

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