Enhancing Donor Engagement for the Marmot Recovery Foundation
Discover how the Marmot Recovery Foundation modernized donation management and improved donor engagement with a custom Dynamics 365 solution.
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If your sales team is using disconnected tools like Salesforce or HubSpot alongside Business Central, you’re likely missing out on speed, visibility, and growth. This workshop helps you explore how Dynamics 365 Sales can unify your CRM and ERP – streamlining your quote-to-cash process and empowering your team to close deals faster.
What You’ll Gain in Just Two Days
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CRM Process Mapping
Document lead-to-invoice workflows
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Fit Assessment
Evaluate Dynamics 365 Sales for your needs
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Integration Strategy
Connect CRM and ERP for full visibility
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Adoption Roadmap
Plan your rollout with confidence
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Sales Enablement
Empower your team with automation and insights
Stop Losing Time to Manual Handoffs
When CRM and ERP don’t talk, your team wastes time and risks errors.
This workshop helps you uncover inefficiencies in your current sales stack and explore how Dynamics 365 Sales can automate workflows, reduce double entry, and give your team a unified view of every customer.
Get in touch to learn moreMake Smarter, Faster Sales Decisions
Without pipeline visibility, forecasting and planning become guesswork.
We’ll help you map your sales data to dashboards and insights that matter – so leadership can make confident decisions and sales teams can focus on closing, not chasing information.
Download the full workshop PDFConnect Sales with the Rest of Your Business
Siloed systems create friction between sales, finance, and operations.
We’ll explore how Dynamics 365 Sales integrates with Business Central to create a seamless quote-to-cash experience – aligning teams, improving customer experience, and accelerating revenue.
Book your workshop
Read Case StudyDuring the implementation the Catapult consultants did a really great job of listening to what we needed. They were able to find the solutions that would work for us and since we’ve gone live, our case management has been amazing. They’ve been helpful and knowledgeable. When we have questions, they’ve been answered within a day. We have nothing but great things to say about the Catapult consultants.
Logan Drum, IT Manager
Read our Case studiesCatapult helped our organization integrate and customize Microsoft Dynamics for Sales. The Catapult team had a lot of technical knowledge and were able to adapt to our processes in order for us to design the best solution to fit our organization. The team were very positive, accommodating and worked hard to ensure the project was delivered within the boundaries of time and budget.
Adon Sanjab, Director of Sales & Business Development, Commissionaires
Read the Case StudyOur professional association needed a new solution that would improve data management and integrate seamlessly with our member portal and document management system. We chose Dynamics 365 and partnered with Catapult to build our CRM and D365 Portal. Member feedback indicates the new Portal is much easier to navigate and our staff can easily edit and update web content.
Cheryl Landrigan, Director, BC Dental Association
Our proven Success Framework minimizes risk and promotes alignment to results
Explore how Catapult has helped hundreds of businesses successfully adopt cloud solutions and achieve the result they’re looking for.
Achieve out of this world results
Our easy-to-navigate Success Framework guides our customers through four critical stages that build towards successful adoption of a tailor made Dynamics 365 business solution