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Overview
Engagement :
Dedicated team
Industry :
Sales & Marketing
Technologies :
Team :
6 Software Engineers, Delivery Manager
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Revenue Grid is a revenue intelligence platform helping sales and customer-facing teams capture customer interactions, automate CRM workflows, and gain greater visibility into their pipelines. With more than 15 years in the market, its products are used by over 800,000 users worldwide.

Proffiz joined Revenue Grid’s engineering team to develop and support an application connecting Dynamics 365 CRM with Outlook. Our work focused on extending product functionality, supporting new capabilities, and delivering a reliable experience for enterprise users.

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Challenge & Solution

Because the application was deeply integrated with Microsoft Dynamics 365 and Outlook, development had to follow strict enterprise software standards and continuously adapt to changes across the Microsoft ecosystem. Proffiz developers regularly traveled to Redmond, Washington, for on-site knowledge exchange and collaboration, gaining deeper insight into enterprise product requirements, user needs, and opportunities to improve existing functionality and introduce new features with minimal disruption.

One of the key challenges was rapidly adding support for Delegate Access functionality introduced across Dynamics 365 and Outlook. The team had to understand the new capabilities, adapt the application architecture, and deliver the integration without affecting existing user workflows.

Production support was another important part of the engagement. Alongside continuous product development, the Proffiz team participated in the Customer Incident Management process, investigating and resolving customer issues under tight response expectations while maintaining the stability of the application.

Values delivered
Extended Product Capabilities
Improved overall product quality and expanded functionality to support new enterprise use cases.
Reliable Production Support
Established and managed the Customer Incident Management process in line with the client’s service and response KPIs.
Improved Delivery Efficiency
Introduced a Proffiz delivery manager to coordinate cross-team delivery, including client-side contributors, streamline processes, and improve overall execution efficiency.
Extended Product Capabilities
Improved overall product quality and expanded functionality to support new enterprise use cases.
Reliable Production Support
Established and managed the Customer Incident Management process in line with the client’s service and response KPIs.
Improved Delivery Efficiency
Introduced a Proffiz delivery manager to coordinate cross-team delivery, including client-side contributors, streamline processes, and improve overall execution efficiency.

The main thing I like about Proffiz is that I know things in advance and their developers are consistent.

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Where are we?
Proffiz is your reliable software vendor based in Europe, that develops great products for companies across the world
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    60 Podole st., 30-394 Krakow, Poland

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