Client
Our client is a consulting firm specializing in securing funding and managing grant projects. With a team of several dozen experts, they support public and private sector organizations in successfully acquiring development funding.
Main growth challenges
As the number of clients and projects grew rapidly, the firm realized its existing CRM system could no longer keep up. Data was fragmented, revenue forecasts were unreliable, and marketing operated in a silo. They needed a solution that could connect all their processes into a single, efficient ecosystem.
What was holding them back?
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Scattered data and no single source of truth
Teams were using multiple tools and offline documents, making it hard to access up-to-date information on proposals, the pipeline, or marketing efforts. -
Inaccurate revenue forecast
Reports from different countries and departments were inconsistent and manual, making planning and decision-making difficult. - Separate marketing tools Email campaigns were run outside the CRM, making it impossible to track their true impact on sales.
- No central document repository Consultants had to search for proposals and project materials across different locations, causing delays and errors.
An integrated approach powered by Dynamics
Atteli’s team led the project from needs analysis through to full implementation of a new CRM system – tailored to the client’s international structure and the complexity of their consulting services. The system was aligned with the company’s languages, processes, and business goals.
Key solutions included:
- Central CRM for all branches - one system for multiple countries, with a unified data structure and reporting model.
- Full sales cycle support - from lead capture to proposal creation and final project approval and consultant assignment.
- Integrated marketing module - email campaigns managed directly in the CRM, with full conversion analytics and audience segmentation.
- Project and proposal document repository - a single, always up-to-date version of each document, readily accessible.
- Advanced management dashboards - insights into sales performance, progress tracking, and revenue forecasting by country, team, and service line.
Results that speak for themselves
35% faster proposal delivery
Centralized data and documents allowed proposal teams to move faster and avoid unnecessary follow-ups.
80% forecast accuracy
The new pipeline structure enabled better planning and sales target management.
25% fewer proposal errors
Version-controlled documents in a central repository reduced the risk of sending outdated materials.
One source of truth across the organization
Leadership now has instant access to clear performance insights – no more waiting on manual reports from individual offices.
+20% conversion from email campaign
Better targeting and full CRM integration led to a higher share of qualified leads.
Summary
This project proves that implementing a well-designed CRM system in a consulting firm is more than a tool upgrade – it’s a transformation of how the organization works.
Only by integrating sales, marketing, and management processes into a single system can companies truly accelerate operations and make better, data-driven decisions.
For firms operating across multiple countries with many active projects, the key success factors are:
- Solution flexibility
- Localization support
- Fast, adaptive reporting capabilities
Do you want to know more?
Write or call us and tell us about your needs. We’ll present the possibilities of Microsoft solutions, potential costs, and an action plan