Central CRM for sales and mobile work of salespeople.

A leading manufacturer of self-adhesive labels and product identification automation solutions implemented Microsoft Dynamics 365 Sales as its central sales environment. The system organized customer data, standardized the quoting process, and connected salespeople with ERP and production.

Customer
A leading manufacturer of self-adhesive labels and industrial identification solutions.
Industry
Industrial production / product identification / B2B
Scale
80 users • 7 months of implementation
Implementation Time
7 months
Products
Microsoft Dynamics 365 Sales • Microsoft Power Automate • Microsoft Power Platform • Microsoft Azure
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The Challenge

The Challenge

The lack of a single CRM system made it difficult to manage offers, monitor salespeople's work, and analyze customer sales potential.

Customer data was fragmented and of uneven quality, and the activities of sales representatives across regions were not monitored according to a single standard. The lack of a central system also hampered sales forecasting and efficient collaboration between the sales and production departments. The project's goal was to create a consistent process from customer inquiry to quotation and order, and to provide salespeople with mobile access to customer history and documents.

Scattered data

Customer and offer information was not managed in one place.

Lack of control over actions

It was difficult to monitor trader activity in different regions.

Limited forecasting

There was no tool for analyzing customer potential and the sales funnel.

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Results

Consistent sales process and better funnel control.

1 CRM

shared customer and offer data

80

users of one environment

Mobile

full access to field data

ERP sync

automatic data exchange

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Solution

Our Role

Why is that?

The goal was to create a single sales process and provide salespeople with full access to customer data, even when working mobile.

We implemented Microsoft Dynamics 365 Sales, integrated CRM with ERP, and standardized the process from inquiry to offer and order.

  • central CRM for sales
  • standardization of the bidding process
  • integration with ERP
  • automatic exchange of product and order data
  • mobile access for salespeople
  • post-implementation support
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How to Get Started

Course of Events

Process analysis

We analyzed the workflow of salespeople, the quality of data, and the flow of information between sales and production.

CRM model design

We have developed a common customer acquisition and service process, covering inquiries, quotes and orders.

Dynamics 365 Implementation

We launched Dynamics 365 Sales as the central work environment for the sales team.

Integration with ERP

We connected CRM to the ERP system, automating the exchange of product and order data.

Mobility and support

We provided salespeople with mobile access to data and documents and provided post-implementation support for the solution.

Stack and Scope

The project included the implementation of Microsoft Dynamics 365 Sales for 80 users. The system supports the entire sales cycle—from customer inquiries to quotes and orders. Integration with ERP enables automatic exchange of product and order data, while mobile access allows salespeople to access customer histories and documents while working in the field. Power Automate and Power Platform support the automation of selected sales activities.

Implementation Time

7 months

Year

Sales (CRM)
Power Automate
Azure
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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.

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Next step

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