Gaubert Oil: Reaping the Benefits of a Unified System with Microsoft Dynamics 365

Gaubert Oil’s sales and marketing teams lacked access to key sales data and a well-defined workflow for converting leads. Technology consultants from Forvis Mazars helped the distributor transition to Microsoft Dynamics 365 Marketing by customizing the system to align with the company’s sales strategy and implementing a lead scoring program. The new system has streamlined Gaubert Oil’s sales process, improved efficiency, and provided clear insights into lead quality. Download the case study below for details on the improvement.

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