Driving International Sales Compliance with Dynamics 365 Sales
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Headquarters
- Switzerland
Business Size
- SME
Industry
- Financial Compliance, Technology
Technologies
The Client
The company is a Swiss-based reg-tech firm that provides cross-border compliance solutions to private banks and asset managers. As they expanded their client base globally, they needed a sales platform that supported consultative selling and regulatory workflows.
Challenges Faced
- Their old lead tracking system was outdated, not scalable, and did not account for compliance.
- Lead details were managed manually or in spreadsheets.
- There was no tracking of region-specific regulatory rules.
- They had difficulty mapping product packages to client types.
- Forecasting and pipeline visibility were inadequate.
- There was no workflow for creating or reviewing proposals.
- Sales and finance teams used disconnected tools.
- There was no role-based access for sensitive customer data.
- Follow-ups and activity reminders were done manually.
- Reporting metrics did not match business KPIs.
- They relied heavily on internal coordination calls.
Ambit’s Solution
Ambit implemented Dynamics 365 Sales, tailored for regulated selling workflows.
- Better account and lead management by jurisdiction and compliance rules.
- Product configuration templates for different client sectors.
- Opportunity workflows with risk assessment steps.
- Integration with document templates to enhance the depth of proposals.
- Forecast dashboards as per the representative, region, and service line.
- Access to records based on geography and function.
- Activity timelines with auto-reminders and escalations.
- Custom reporting to match revenue recognition plans.
- Admin dashboards to support leadership pipeline reviews.
- Ongoing support and training to promote user adoption.
Results Achieved
- The implementation improved visibility, compliance, and consultative engagement.
- Sales forecasting and reporting became more accurate.
- Sales and finance alignment improved.
- Proposal cycles became shorter and followed guided workflows.
- They gained better control over sensitive client data.
- CRM adoption increased across regional teams.
Conclusion
The company’s move to Dynamics 365 Sales provided them with a secure and compliant sales engine that connected global opportunities with cross-border financial regulations.