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Case Study

The Alternative Board Automates Sales and Case Management with Dynamics 365 and Microsoft 365

The Alternative Board Automates Sales and Case Management with Dynamics 365 and Microsoft 365

The Alternative Board Automates Sales and Case Management with Dynamics 365 and Microsoft 365

CloudFronts
Pages 1 Pages

The Alternative Board (TAB), an India-based business consulting firm, partnered with CloudFronts to modernize its sales, customer service, and collaboration environment. TAB helps business owners improve growth, profitability, and performance through advisory services, private coaching, and strategic support. The company needed to automate its sales process and case management while moving away from Google Workspace. CloudFronts implemented Microsoft Dynamics 365 Sales and Customer Service to centralize customer data, streamline lead and opportunity management, and improve case handling. TAB also migrated to Microsoft 365, creating a more integrated environment for communication, collaboration, and productivity while reducing manual processes and supporting scalable business operations.

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