A tailored Dynamics 365 Sales CRM helped Willshee’s streamline their sales process, improve visibility and accelerate contract completion.
Willshee’s Waste & Recycling Management needed a clearer, more consistent way to manage their commercial sales pipeline.
Their existing approach made it difficult to track opportunities, forecast revenue accurately and move deals efficiently from enquiry to signed contract.
FormusPro implemented a tailored Microsoft Dynamics 365 Sales CRM, designed around how the team already worked, but with added structure, automation and visibility.
The result is a more efficient sales process, better reporting and a platform that’s ready to scale as the business grows.
Rapid deployment of a tailored Dynamics 365 Sales CRM aligned to existing processes
Improved visibility of pipeline performance and actual vs estimated revenue
Scalable platform ready for future enhancements such as contract tracking and automation
The goal was to support Willshee’s commercial sales lifecycle from initial lead through to quote acceptance and contract completion, whilst improving visibility, consistency and reporting across the pipeline.
Willshee’s needed a more structured and efficient way to manage their commercial sales lifecycle, from initial enquiry through to contract completion. Their existing processes lacked consistency, visibility and clear reporting on pipeline performance and revenue forecasting.
FormusPro delivered a tailored CRM solution built on Microsoft Dynamics 365 Sales, designed around Willshee’s existing ways of working whilst introducing best-practice structure, automation and integration.
The solution provides end-to-end tracking from lead through to signed contract, including lead and opportunity management across the full pipeline, quote generation aligned to existing workflows, and seamless e-signature integration via BoldSign.
Documents are now centrally managed through SharePoint, improving accessibility whilst reducing reliance on Dynamics storage. Automated workflows help standardise processes and reduce manual effort, whilst reporting dashboards provide real-time visibility into sales performance and actual versus estimated revenue.
The new CRM provides a simpler, more efficient platform for managing sales activity, helping the team move faster from initial enquiry to signed contract.
With better visibility across the pipeline and clearer reporting, Willshee’s can now make more informed decisions and manage performance with greater confidence.
Willshee’s Waste & Recycling Management is a UK-based waste management and recycling provider, supporting businesses with a range of environmental and waste services.
They focus on delivering reliable, compliant and sustainable solutions to commercial customers across multiple sectors.
You can see more about Willshee’s services by visiting their website
“FormusPro has delivered an excellent system that is both intuitive and efficient to use.
The platform itself is slick, user-friendly, and has significantly streamlined our processes compared to previous systems we’ve worked with. Having previously been involved in two CRM builds, I can confidently say this has been by far the quickest and easiest team and platform I have ever dealt with.
The implementation was impressively fast and well-managed, allowing us to get up and running with minimal disruption. In particular, Poojitha has been outstanding throughout… always responsive, quick to address any queries, and readily available to jump on Teams calls to support our training needs.
Overall, the experience has been highly positive, and we would strongly recommend FormusPro.”
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