A Partner You Can Trust.
Just ask our clients.
The Problem
Your Deal Timeline Won't Wait for a CRM Project
M&A puts sales under immediate pressure. While leadership manages integration and separation, your teams still have to hit revenue targets. Without a unified CRM, manufacturers face:
Without a unified sales platform, manufacturers face:
Limited
Revenue Visibility
Disconnected systems hide pipeline health, forecasts, and performance.
Fragmented
Customer Data
Accounts and relationship history stuck in legacy tools and spreadsheets.
Inconsistent
Sales Processes
Every team runs different stages, qualification, and reporting.
Delayed
Deal Value
The longer teams work without a unified CRM, the longer it takes to realize transaction benefits.
The Solution
Your path to sales readiness in 12–14 weeks
Quisitive stands up a production-ready Dynamics 365 Sales environment using Microsoft best practices and a Fit-to-Standard approach. Less customization, faster adoption.
Phase 1
Define Your Day-One Sales Model
Align CRM capabilities to your new operating structure.
- Customer and account management
- Opportunity management
- Sales processes
- Reporting and pipeline visibility
- Security and governance
Phase 2
Deploy Dynamics 365 Sales
Configure a scalable CRM environment.
- Proven Microsoft capabilities
- Accelerated adoptions
- Minimize unnecessary customization
Phase 3
Expand Over Time
Build on your CRM foundation with:
- AI-powered seller productivity
- Automation
- Analytics
- Customer engagement capabilities
- ERP integrations
The Deliverables
Rapid M&A Dynamics 365 Sales Deployment for Manufacturing provides the core capabilities manufacturers need to manage customers, opportunities, pipeline, and revenue operations.
Centralized accounts, contacts, relationship history, and insights.
Opportunity tracking, sales stages, qualification, forecasting, and product/pricing.
Outlook and email integration, mobile access, task management, and Copilot assistance.
Role-based security, dashboards, reporting, administration, and user enablement.
The Benefits
A Faster, Lower-Risk Approach to CRM Deployment
Traditional CRM projects put customization ahead of speed. During M&A, you need a platform that works now and scales later.
Fit-to-Standard delivers:
Production-ready CRM in 12–14 weeks
Sales productivity maintained through the transition
Clear customer and pipeline visibility
Standardized sales processes and forecasting
AI-powered selling tools for every rep
A scalable foundation for future growth
Ideal For
Built for Change-Driven Manufacturers
M&A Integration
Unify acquired teams, customer data, and sales processes while minimizing disruption.
Divestitures & Carve-Outs
Establish an independent CRM environment that supports operational separation.
Sales Transformation
Standardize sales operations across regions, business units, dealer networks, and channels.
Time-Constrained Deployments
Meet aggressive business deadlines with predictable scope and delivery.
We combine manufacturing expertise, Dynamics 365 depth, and Microsoft cloud experience to modernize revenue operations during critical transitions.
FAQ
Most Rapid M&A Dynamics 365 Sales Deployments are completed within 12–14 weeks, depending on organizational complexity, data readiness, and integration requirements.
