Success
Story
Professional Services: AI-Powered Lead Generation & Client Management
A professional services firm struggled with manual lead tracking, disconnected processes, and limited client insights. These inefficiencies led to lost opportunities and inconsistent customer engagement. They needed an AI-driven solution to automate lead management, enhance client interactions, and improve decision-making.
Challenge
Key operational inefficiencies included:
Solution
Raya Solutions implemented an AI-Powered Lead & Client Management System using Dynamics 365 Sales, Customer Service, and Power Automate, delivering:
1
Automated Lead Capture & Assignment: AI-driven workflows instantly assign leads to the right teams.
2
AI-Enhanced Client Engagement: Copilot personalizes communication and automates follow-ups.
3
Workflow Automation: Power Automate eliminates manual tasks, increasing efficiency.
4
Real-Time Analytics: AppInsights provides deep visibility into lead performance and client interactions.
5
Seamless CRM Integration: Centralized data for improved collaboration across sales, marketing, and service teams.
Results
The company achieved:
Improved decision-making, with AI-powered insights and predictive analytics.
