Vertex Solutions Group is a growing service-based organization managing sales, delivery, and customer support teams. Customer data was spread across spreadsheets, emails, and disconnected tools. Sales teams struggled with lead tracking and follow-ups, while operations teams lacked visibility into customer commitments and active engagements. Forecasting was inaccurate, and reporting required manual effort.

The lack of a centralized CRM created inconsistent customer experiences. Management could not track pipeline health, service delivery status, or customer history in one place. This limited growth and created operational inefficiencies across departments.

We implemented a complete Dynamics 365 CRM and operations solution from start to finish. Our team managed system setup, sales pipeline configuration, workflow automation, data migration, integrations, and reporting. All customer interactions, sales activities, and operational data were centralized into one system.

We trained users, built dashboards for leadership, and provided ongoing support and enhancements. Vertex gained accurate forecasting, improved collaboration between sales and operations, and a consistent customer experience managed entirely through Dynamics 365.