Client Overview: Milestone Leasing provides trailer, chassis, and container leasing solutions nationwide, managing a large fleet across multiple regions. Their sales and operations teams rely on Dynamics 365 to track opportunities, manage lease agreements, and support ongoing customer relationships.
The Challenge: Milestone Leasing had an existing Dynamics 365 environment, but it had become increasingly difficult to use effectively. Over time, the system had accumulated:
- Outdated workflows and unused processes
- Inconsistent and unreliable data
- Manual processes that slowed down sales teams
- Limited visibility into pipeline and lease activity
One example stood out clearly: Updating opportunities manually could take significant time per rep, making CRM more of a burden than a helpful tool.
At the same time, key business processes—like lease renewals—were not fully supported in the system. Milestone needed more than basic support. They needed to clean up and realign Dynamics 365 to how their business actually operated.
Our Solution: enCloud9 stabilized Milestone’s Dynamics 365 environment, realigned it with their sales processes, and introduced automation to reduce manual work.
