Case Study: Geojit Financial Services achieves shorter sales cycles and higher cross-sell opportunities with Microsoft Dynamics 365

Geojit Financial Services shortens sales cycles, increases cross-sell opportunities with Dynamics 365

Geojit Financial Services, a leading Indian investment services firm, needed to replace its legacy CRM and manual sales and service processes with a cloud-based system that could unify customer, product, and service data while meeting local data residency requirements. The company turned to Microsoft Dynamics 365, including Dynamics 365 Sales and Customer Service, to improve sales capabilities, client support, and visibility across its 1 million+ customers.

Microsoft Dynamics 365 helped Geojit centralize client information, streamline sales workflows, launch a partner portal with Power Pages, and automate data sync with Power Automate. As a result, Geojit shortened sales cycles, enabled cross-sell and upsell opportunities, boosted total revenue by 12%, increased average new deal size by 9% in six months, and improved margins by 6% within six months.

Geojit Financial Services

Shaju David

General Manager, CRM & ERP Solutions