Case Study: a North American full-service contracting firm streamlines sales, field operations, and collaboration with Netsmartz's Dynamics CRM and Power Apps solution

North American mid-sized full-service contracting firm unifies operations with Netsmartz and achieves 100% digital field tracking

The client, a North American mid-sized full-service contracting firm, was struggling with disconnected systems that left its sales, field operations, and external collaboration uncoordinated and manual. They engaged Netsmartz to implement a solution using Microsoft Dynamics CRM and Power Apps to centralize their data and eliminate inefficient processes.

Netsmartz implemented a unified Microsoft Dynamics CRM system with embedded custom Power Apps for field tracking and a Power Pages portal for external collaboration. This solution provided the client with 100% digital field tracking, real-time dashboards for management, and a secure portal requiring zero logins for external users. Netsmartz delivered a single, scalable platform that streamlined operations and provided full business visibility.