240+
Salons covered by the launch of the global solution.
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Global sales, forecasting, and marketing in one Dynamics 365 environment.
A global manufacturer of plastic components has implemented Microsoft Dynamics 365 Sales and Customer Insights , integrating sales, marketing, and forecasting with ERP data. The solution provided salespeople with a 360-degree customer view, better pipeline control, and a current picture of sales execution.
Customer
A global manufacturer of plastic components, made to individual customer orders.
Industry
Industrial production / plastics / B2B
Scale
250 users • 2 years of implementation
Implementation Time
2 years
Products
Microsoft Dynamics 365 Sales • Microsoft Dynamics 365 Customer Insights • Microsoft Power Apps • Microsoft Power Automate • Microsoft Azure • Microsoft Power BI
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The Challenge
The Challenge
The lack of a common sales and marketing system made it difficult to manage the global funnel, forecast sales, and leverage customer data across teams operating in different markets.
The sales process relied primarily on the knowledge and experience of local teams. The lack of a central CRM limited the ability to continuously monitor the pipeline and analyze sales globally. Forecasting was time-consuming, with salespeople devoting approximately two business days per month to it. Sales and marketing data remained fragmented, and the organization lacked a comprehensive customer view or a coherent way to analyze forecasts and execution.
No global CRM
Local teams were working without a single system to manage their funnel and sales.
Time-consuming forecasts
Salespeople spent about two days a month preparing sales forecasts.
Scattered data
Data from CRM, ERP and marketing was not available in a single, consistent view.
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Results
Better forecasts, a complete customer picture and more effective sales.
360°
full customer view
1 report
sales forecast and execution
250
users of common CRM
2 days
a month in advance for forecasting
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Solution
Our Role
Why is that?
The goal was to create a single environment that combined sales, marketing and forecasting, and provide salespeople with a complete customer view.
We have implemented Microsoft Dynamics 365 Sales and Customer Insights , we integrated CRM with Dynamics 365 Finance and Operations and expanded reporting in Power BI and Snowflake.
- central CRM for global sales
- integration with Dynamics 365 Finance and Operations
- 360° customer view
- forecast vs. execution report
- app Power Apps for forecasting
- sales and marketing integration
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How to Get Started
Course of Events
Barrier analysis
We analyzed problems related to forecasting, lead generation, and the use of data in sales and marketing.
Data model design
We identified data sources and designed a coherent model combining information from CRM, ERP and marketing.
CRM implementation
We launched Microsoft Dynamics 365 Sales as the central work environment for sales teams.
Integration and reporting
We have integrated CRM with Dynamics 365 Finance and Operations and expanded reporting Power BI + Snowflake for a summary of sales forecast and execution.
Development and support
The solution has been extended to include Customer Insights and Power Apps , and the client is currently receiving post-implementation support.
Stack and Scope
The project included the implementation of Microsoft Dynamics 365 Sales and Customer Insights for 250 users in an international manufacturing organization. CRM was integrated with Microsoft Dynamics 365 Finance and Operations, and data from sales and ERP systems was combined in Microsoft reports. Power BI and Snowflake. Microsoft's additional application Power Apps Supports the process of entering data into sales forecasts. The solution provides salespeople with access to a complete customer view, ongoing sales execution, and a more consistent forecasting process.
Implementation Time
2 years
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.
-70%
Shorter offer preparation time.
1 CRM
Shared customer data, offers and service requests.
50%
Shorter offer preparation time.
80
Users of the shared Dynamics 365 Sales environment.
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Next step
Not sure which service to start with? Let's talk.
Tell us about your organization, and we'll help you choose the solutions that best fit your processes, teams, and business goals.
