Winning an Opportunity means different things to different businesses. Our toolset can be configured to match your specific process.
One of the most powerful features we offer to our Managed Service Plan clients is the ability to customize key processes within their CRM software. One of the most frequently used—and most customizable—modules is our Close as Won and Close as Lost opportunity process.
While the default functionality in Dynamics 365 is often sufficient for many users, the reality is that every business operates differently. When it comes to closing opportunities, there’s no “one size fits all.” Different companies have different needs, workflows, and data points that are essential for tracking and reporting success.
This is where the power of customization comes in, offering our Managed Service clients an opportunity to tailor the experience to their exact business requirements. Let’s explore how our custom module for Close as Won and Close as Lost helps businesses work smarter and more efficiently.
Customizing the “Close as Won” Process
When you select “Close as Won” on an opportunity in Dynamics 365, the default screen that pops up is a familiar one. It includes fields like Estimated Revenue, Close Date, Competitor, and Description. But not all businesses need every single field, and some might even find them irrelevant. This is where the flexibility of a custom module comes into play.
For example, under the Status Reason, the default option is typically “Won.” But do you really need that to show up every time? If not, we can remove it to streamline the process.
Similarly, Competitor is a field that some businesses find useful to track, especially if they want to know who they were up against when they win a deal. But what if your business doesn’t care about competitors, or tracking that information doesn’t align with your reporting goals? We can remove this field too.
And then there’s the Description field. Maybe you’re just happy to win the deal and don’t feel the need to elaborate every time. If so, we can eliminate that field, making it faster and easier for you to mark an opportunity as won without unnecessary extra steps.
But customization doesn’t just stop at removing fields you don’t need. If your business requires additional data points when closing an opportunity, we can add them too. For example, if you’re in a project-based business, you might want the option to create a project record each time an opportunity is marked as won. We can make that happen. Or perhaps you want to track Account Numbers for each opportunity, ensuring they’re automatically added to the account when you win the deal. If an account already has that account number, we can handle that scenario as well, avoiding any conflicts or redundancies.
Ultimately, the goal is to customize the process to fit the way your business works, not the other way around. No more adjusting your operations to fit the rigid constraints of your software. With a customized “Close as Won” process, you get the flexibility and control you need.
Customizing the “Close as Lost” Process
We also offer the same level of customization for the Close as Lost process, which is just as important. When you mark an opportunity as lost, it’s crucial to understand the reason behind it. Was it because you were outsold by a competitor? Or was it due to the opportunity being canceled? Depending on the reason for the loss, you might need to collect different information.
For instance, if the opportunity was lost because of a competitor, we can prompt you to enter the Competitor Name. But if the opportunity was canceled, maybe there’s no competitor to note, and you don’t need to track that information at all. We can set it up so that the system dynamically adjusts, depending on the status reason.
Moreover, if you want to keep the relationship positive, we can automate follow-up actions. For example, even if you didn’t win the deal, you might still want to send a thank-you email to the customer, expressing gratitude for the opportunity. With our custom module, we can automate this communication, ensuring your team remains professional and courteous, even when the deal doesn’t go your way.
Why Custom Modules Matter
The beauty of a custom module is its adaptability. No matter how your business operates, we can fine-tune the system to meet your specific needs. Whether that means adding new fields, automating follow-up processes, or simply removing unnecessary steps, the goal is to make your CRM experience as seamless and effective as possible.
And the best part? These customizations are available to every client with a Managed Service Plan (MSP). MSP clients get the most out of their CRM system, with solutions that are uniquely tailored to their workflows, goals, and challenges.
Conclusion: Flexibility That Works for You
Customization isn’t just a nice-to-have feature; it’s a necessity for businesses that want to optimize their operations. With our custom modules for Close as Won and Close as Lost opportunities, Managed Service clients can ensure that their CRM works the way they do—efficiently, effectively, and in a way that supports their unique business needs.
If you’re looking for a CRM experience that adapts to your business instead of forcing your business to adapt to it, consider the benefits of a Managed Service Plan. Get in touch today to learn more about how we can help you tailor your CRM for maximum impact!
