A clearer customer journey for complex, technical products
Selling specialist electronics and embedded computing solutions rarely follows a simple, linear path. Opportunities can involve technical evaluation, multiple stakeholders, long decision cycles, channel partners, project milestones and detailed product requirements. Once a product is supplied, the relationship may continue through support, repairs, upgrades, warranties, returns and on-site engineering. Dynamics 365 can bring those customer-facing processes together, giving commercial and service teams a single view of the customer without trying to replace the systems that manage manufacturing and finance.
Where customer-facing
operations become difficult
- Long, technical sales cycles involving commercial, engineering and procurement stakeholders.
- Opportunities and product requirements held across email, spreadsheets and individual knowledge.
- Limited visibility of distributor, partner and end-customer activity.
- Sales, support, returns and field service operating from disconnected records.
- Difficulty linking installed products, service history and future revenue opportunities.
Dynamics 365 Sales
Create a consistent opportunity process for complex sales journeys, capture technical and commercial requirements, coordinate stakeholders and improve forecasting. Account and contact history gives teams a reliable picture of every interaction.
Dynamics 365 Sales
Create a consistent opportunity process for complex sales journeys, capture technical and commercial requirements, coordinate stakeholders and improve forecasting. Account and contact history gives teams a reliable picture of every interaction.
Dynamics 365 Sales
Create a consistent opportunity process for complex sales journeys, capture technical and commercial requirements, coordinate stakeholders and improve forecasting. Account and contact history gives teams a reliable picture of every interaction.
Dynamics 365 Sales
Create a consistent opportunity process for complex sales journeys, capture technical and commercial requirements, coordinate stakeholders and improve forecasting. Account and contact history gives teams a reliable picture of every interaction.
Dynamics 365 Sales
Create a consistent opportunity process for complex sales journeys, capture technical and commercial requirements, coordinate stakeholders and improve forecasting. Account and contact history gives teams a reliable picture of every interaction.
Dynamics 365 Sales
Create a consistent opportunity process for complex sales journeys, capture technical and commercial requirements, coordinate stakeholders and improve forecasting. Account and contact history gives teams a reliable picture of every interaction.
Connect CRM to
the wider business
Dynamics 365 can sit alongside ERP, finance, fulfilment, product and support platforms. The aim is not to force every process into CRM. It is to give customer-facing teams the information they need, reduce duplication and create dependable hand-offs between enquiry, sale, delivery and service.
Why Choose QGate?
- Nearly 30 years specialising in CRM, with a deep focus on Microsoft Dynamics 365 and Power Platform.
- Practical experience of complex B2B sales, service, field operations and customer journeys in organisations with similar working models.
- A business-led approach that starts with outcomes, processes and adoption, not technology for its own sake.
- Support across strategy, implementation, optimisation, integration and ongoing CRM success.
- A connected Microsoft approach that can enhance customer-facing operations while retaining the systems that already run the operational core.
Turn technical complexity into a connected customer experience
Speak with QGate to explore how Dynamics 365 can improve visibility, coordination and customer service across your electronics or embedded computing business.