Microsoft Dynamics 365 Sales
EIZO's Dynamics 365 Sales forms accumulated complexity over time - fields added in response to legacy requests, layouts no longer worked for the team, and inconsistencies between related entities. The result was friction in daily use, inconsistent data capture, and a CRM the sales team was working around. Working directly with the team, I led a redesign grounded in their work, and the system was reshaped accordingly. The sales team now works with the CRM rather than around it. Data is captured more consistently, records are completed faster, and adoption across the sales function has strengthened as a direct result.
Microsoft Dynamics 365 Sales
Total Performance Data is the global leader in live racing data, with clients including major bookmakers, sports media, and racecourses such as Royal Ascot, Del Mar, and Woodbine. As the business expanded across global markets, their CRM was struggling to keep up - years of accumulated data had become inconsistent, the sales team didn't trust what they were seeing, and leadership lacked reliable reporting in the tools they already used. Working closely with Will and the wider team, I configured Dynamics 365 around TPD's operational framework, managing GPS tracking devices, racetrack relationships, and stock levels across the global portfolio, cleaning the underlying data, configuring reporting, and designing a deployment stream from sandbox to live. The sales team now works in a CRM shaped around their day-to-day. The data is clean and trusted. Leadership has live reporting without manual exports. Configuration changes deploy cleanly from sandbox to live with no manual intervention.