Case Study: Geojit Financial Services shortens sales cycles and increases cross-sell opportunities with Microsoft Power Apps

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

Geojit Financial Services, an India-based investment services firm managing about INR 37,000 crore for over 1 million clients, faced an aging on‑premises CRM with low adoption and fragmented client and product data. To modernize sales and customer service, meet India data‑residency requirements, and enable remote work, Geojit turned to Microsoft Power Apps alongside Microsoft Dynamics 365 Sales and Customer Service and the broader Power Platform (Power Automate, Power BI).

Using Microsoft Power Apps’ partner portal and Dynamics 365, Geojit centralized client data, automated workflows (including trade confirmations), and gave 1,500+ sellers and 200 call‑center agents a 360° customer view. The Microsoft Power Apps–driven solution shortened sales cycles, created new cross‑sell and upsell opportunities, and delivered measurable impact: a 12% increase in total revenue, a 9% rise in average new deal size, and a 6% improvement in margins within six months, while ensuring business continuity during COVID‑19.

Geojit Financial Services

Shaju David

General Manager, CRM & ERP Solutions