240+
Salons covered by the launch of the global solution.
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Digital B2B quotation and sales process with Dynamics 365 and SAP integration.
Industrial automation distributor implemented Microsoft Dynamics 365 Sales and Customer Service and integrated CRM with SAP, a PIM system, and a B2B portal. Automating quoting and ordering reduced manual work and reduced quote preparation time by 70%.
Customer
Distributor of industrial automation operating in a B2B model.
Industry
Industrial Distribution / Automation / B2B
Scale
60 users • 8 months of implementation
Implementation Time
8 months
Products
Microsoft Dynamics 365 Sales • Microsoft Dynamics 365 Customer Service • Microsoft Power Automate • B2B portal
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The Challenge
The Challenge
The B2B sales process was fragmented between requests for proposals, SAP, and manual employee input. The lack of a consistent data flow lengthened offer preparation and increased the risk of errors.
Requests for quotes were received by email or phone, then manually processed and transferred to order fulfillment systems. The lack of integration between the quote process and SAP created additional work, hindered sales control, and limited access to consistent customer data. The project's goal was to create a single digital process encompassing quotes, approvals, orders, and B2B customer self-service.
Manual bidding
Offers via email and phone required time-consuming, manual processing.
CRM without SAP
Lack of consistent data flow between sales and the order fulfillment system.
Limited self-service
Customers did not have convenient access to offers, orders and cooperation history.
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Results
Faster bidding and a consistent B2B sales process.
-70%
shorter offer preparation time
1 process
from inquiry to order
360°
full customer view
B2B online
customer self-service via the portal
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Solution
Our Role
Why is that?
The goal was to combine quoting, ordering and customer service in one digital process and reduce manual data entry.
We have implemented Dynamics 365 Sales and Customer Service , we integrated CRM with SAP and PIM and launched a B2B portal with a digital bidding process.
- central CRM for B2B sales
- Dynamics 365 integration with SAP
- integration with the PIM system
- automation of approval of offers and orders
- B2B portal for customers
- integration with SharePoint, Teams and Exchange
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How to Get Started
Course of Events
Process analysis
We mapped the sales and customer service process and identified manual operations and bottlenecks.
Integration project
We have developed a model for integrating Dynamics 365 with SAP and PIM, including offer data, orders, and sales information.
CRM implementation
We launched Dynamics 365 Sales and Customer Service as a central sales and customer service environment.
Automation and portal
We automated quote and order approvals and launched a B2B customer self-service portal.
Microsoft 365 integrations
We have combined the solution with SharePoint, Teams and Exchange, creating a consistent user work environment.
Stack and Scope
The project included the implementation of Microsoft Dynamics 365 Sales and Customer Service for 60 users and CRM integration with SAP and the PIM system. Dynamics 365 supports the process of offering and servicing corporate clients, and automation in Power Automate reduce manual approvals and data transfers. The B2B portal allows customers to create their own shopping carts and access their offer and order history. The solution is also integrated with SharePoint, Teams, and Exchange.
Implementation Time
8 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.
1 CRM
Shared data on customers, products, services and price lists.
45%
Shorter turnaround time for service requests.
6 regions
Common sales and reporting model.
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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