240+
Salons covered by the launch of the global solution.
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Central CRM for sales, quoting and price list management.
A company specializing in the recovery and recycling of used tires implemented Microsoft Dynamics 365 Sales as a central environment for managing its sales pipeline, leads, and offers. The solution organized customer data, product and service catalogs, and price lists, and streamlined offer preparation.
Customer
A company specializing in the recovery and recycling of used tires.
Industry
Tire recycling / post-consumer waste recovery / B2B
Scale
30 users • 4 months of implementation
Implementation Time
4 months
Products
Microsoft Dynamics 365 Sales • Microsoft Azure
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The Challenge
The Challenge
The lack of a single CRM system meant that customer data, products, price lists and offers were scattered, and some information was still in paper form.
A company specializing in the recovery and recycling of used tires lacked a single CRM system to support sales and customer service. The sales process was fragmented, and customer data was of limited quality and stored in various locations. The product, service, and pricing catalogs were also not managed in a single environment. The project's goal was to streamline the sales process and create a common bidding model for various product and service groups.
Scattered data
Customer information was stored in various places, some of it also in paper form.
Manual bidding
Offers were created without automation or central status tracking.
No common directory
Products, services and price lists were not managed in a single system.
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Results
Faster bidding and one sales model.
1 CRM
shared sales environment
30
users of one system
1 catalog
products, services and price lists together
Cross-sell
additional sales support
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Solution
Our Role
Why is that?
The goal was to create a single environment for sales, offering, and product and price list management.
We implemented Microsoft Dynamics 365 Sales, prepared a catalog of products and services, and implemented general and dedicated price lists for customers.
- central CRM for sales,
- common catalogue of products and services,
- general and individual price lists,
- quick creation of offers,
- cross-selling and up-selling functions,
- central database of customers and contact history.
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How to Get Started
Course of Events
Workshops
We conducted workshops with sales teams responsible for various product and service groups.
Needs Analysis
We identified the specifics of the offer, customer touchpoints and areas requiring automation.
CRM project
We have developed sales scenarios and a common model for handling leads, offers, products and price lists.
Dynamics 365 Implementation
We launched Microsoft Dynamics 365 Sales as a central sales environment.
Reporting and development
We have implemented consistent analytics, reporting, and functions supporting cross-selling and up-selling.
Stack and Scope
The project involved the implementation of Microsoft Dynamics 365 Sales for 30 users. The system supports lead management, the sales funnel, and the quotation process. Customer catalogs, contacts, products, services, and price lists were organized in a single environment. The solution supports various product groups and allows for the use of both general and dedicated pricing terms.
Implementation Time
4 months
Year
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Numbers, not slides
What Works for Clients Who Have Entrusted Their Entire Company to Us
Five end-to-end projects from various industries. The same Microsoft tools, different results—because the initial questions were different.
45%
Shorter turnaround time for service requests.
6 regions
Common sales and reporting model.
-70%
Shorter offer preparation time.
1 CRM
Shared customer data, offers and service requests.
360°
Complete customer view for sales teams.
50%
Shorter offer preparation time.
80
Users of the shared Dynamics 365 Sales environment.
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Next step
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