VantoCustom CRM Layer for Microsoft Dynamics 365 Business Central
Adoption in days, not weeks
Vanto runs core operations on Microsoft Dynamics 365 Business Central but needed a simpler way for its sales team to work with the system day to day.
The Challenge
Vanto used Microsoft Dynamics 365 Business Central to power core operations, but the default enterprise interface was dense, slow, and overly complicated for frontline sales reps. This led to delayed pipeline updates, poor software adoption, and expensive licensing and training requirements.
What Carufus Built
We architected a clean, intuitive web application tailored strictly around the daily workflow of the sales team—managing leads, updating deal stages, and recording meeting notes—built on two-way API connectors that securely synchronize customer updates, quotations, and pipeline changes with Business Central in real time. Role-based interface rules strip out hundreds of irrelevant accounting, ledger, and backend fields, leaving only sales-critical screens visible, with fast search and quick-action shortcuts so reps can update prospect data from desktop or mobile in seconds.
The Result
- —Frontline sales reps adopted the platform within days instead of weeks of training
- —Two-way real-time sync of leads, quotations, and pipeline changes with Business Central
- —Role-based views stripped of irrelevant accounting and ledger fields
- —Timelier, more accurate field updates from desktop and mobile
- —Reduced software training costs and fewer unnecessary high-tier ERP licenses
Frontline sales representatives adopted the platform within days instead of weeks of training. Field updates became timely and accurate, while Vanto reduced software training costs and unnecessary high-tier ERP user licenses.
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