Challenges

The organization relied on custom Microsoft Excel spreadsheets to calculate order costs and manage quotations. This manual process was time-consuming, prone to delays, and difficult to scale as order volumes increased. In addition, customer information was not being effectively utilized across sales, account management, and marketing functions. Customers depended heavily on email-based interactions for quotations and order updates, creating additional workload for sales and customer service teams. The company also needed a mechanism to ensure supplier pricing remained current so that job profitability could be accurately maintained.

Solutions We Provided

Sahana System implemented an integrated customer engagement ecosystem built on Microsoft Dynamics 365 Sales and Power Pages.

• Deployment of Microsoft Dynamics 365 Sales aligned with the client's sales and order management processes.
• Development of a Power Pages-based self-service customer portal.
• Workflow automation to streamline order processing and customer interactions.
• Customer self-service capabilities enabling users to create and submit orders directly through the portal.
• Real-time synchronization of portal data with Dynamics 365 for automated order creation and billing initiation.
• Supplier access functionality allowing authorized suppliers to update resource and material costs directly through the portal.
• Centralized customer information management to support sales, account management, and customer engagement activities.
• Order status visibility through the portal, enabling customers to track progress without contacting support teams.