Fastenal: Improving sales efficiency with Dynamics 365
Improving customer visibility and sales orchestration
With a distributed team, Fastenal had challenges getting accurate information about pipeline and opportunities from around the country while also need to improve orchestration of pursuits and priorities for the sales team.
RBA worked with Fastenal to configure and customize the Dynamics 365 solution to automate key sales processes and to extend the platform to capture additional information about customers.
Leveraging Dynamics 365 for CRM
How we did it