Draper, 84020, UT,
United States
JourneyTeam
JourneyTeam, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. JourneyTeam collaboration with software players such as Microsoft empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| JourneyTeam | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP Financial Management |
| JourneyTeam | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP Financial Management |
| JourneyTeam | Microsoft | Microsoft Dynamics 365 for Finance and Operations | ERP Financial | ERP Financial Management |
| JourneyTeam | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | CRM |
| JourneyTeam | Microsoft | Microsoft Dynamics 365 Customer Insights | Customer Data Platform | CRM |
| JourneyTeam | Microsoft | Microsoft Dynamics 365 Field Service | Field Service Management | ERP Services and Operations |
| JourneyTeam | Microsoft | Microsoft Dynamics 365 Project Management | Project Portfolio Management | PPM |
| JourneyTeam | Microsoft | Microsoft Dynamics 365 Customer Service | Customer Support | CRM |
| JourneyTeam | Microsoft | Microsoft Dynamics 365 Contact Center | Call Center | CRM |
| JourneyTeam | Microsoft | Microsoft Dynamics 365 Supply Chain Management | Supply Chain Management | SCM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Mercato Partners | Banking and Financial Services | 10 | $1M | United States | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2019 |
In 2019 Mercato Partners implemented Microsoft Dynamics 365 Sales as its primary CRM, replacing an earlier Salesforce Sales Cloud deployment with support from JourneyTeam. The project designated Microsoft Dynamics 365 Sales as the Sales Automation,Sales Engagement platform to consolidate customer data and address a low adoption problem across the firm.
The implementation concentrated on core sales automation capabilities including opportunity management, pipeline tracking, and customer engagement workflows, with a customized user interface and client specific fields to reduce manual and repetitive processes. Dynamics 365 Sales was configured to streamline deal tracking and to surface seller action items, and onboarding documentation and templates were integrated into the CRM to shorten seller task sequences and standardize interactions.
Integrations were explicit and central to the architecture, Dynamics 365 Sales was integrated with SharePoint, Office 365, Word, Excel, Outlook, and Power BI to centralize documents, communications, and analytics without additional third party connectors. Power BI was used to generate actionable reports and dashboards that surface key indicators and seller close rates, while SharePoint housed onboarding assets that now communicate directly with Dynamics 365 to support seller workflows.
Governance and process changes focused on consolidating customer information and simplifying workflows for sales and customer service teams, moving from inconsistent interactions to a more centralized sales pipeline and standardized templates. JourneyTeam led the migration execution and configuration work, enabling the firm to standardize data capture, reporting schemas, and seller workflows within Dynamics 365 Sales.
The outcomes reported by Mercato Partners included a jump in user adoption from 25 percent to 60 percent in months, higher productivity, improved reporting, better visibility across teams, increased sales efficiency, consolidated data and knowledge management, and increased customer satisfaction as sellers accessed centralized history and action items more easily.
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Buyer Intent: Companies Evaluating JourneyTeam Services
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