The agricultural machinery manufacturer relied on spreadsheets and Word templates, causing inconsistent proposals, limited collaboration, and poor visibility into agency-led sales. Synoptek implemented Dynamics 365 CRM across Sales, Customer Service, and Field Service, supported by extensive discovery, custom CPQ processes, portals for customers and partners, automated case routing, SLA tracking, Remote Assist, and large-scale data migration and integration. The company now streamlines sales, improves customer service, gains real-time data access, raises first-response success, increases technician efficiency, and reduces costs through remote support.

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