240+
Salons covered by the launch of the global solution.
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CRM and ERP integration for a company operating in over 40 countries.
A global leader in drainage and water management implemented Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Business Central. The project combined sales, customer data, orders, and ERP processes in a single environment and provided mobile access for field teams.
Customer
Global manufacturer of drainage and water management systems.
Industry
Industrial production / infrastructure / drainage systems
Scale
Over 40 countries • 40 users
Implementation Time
6 months
Products
Microsoft Dynamics 365 Sales • Microsoft Dynamics 365 Business Central • Microsoft Power Apps • Microsoft Azure
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The Challenge
The Challenge
Sales conducted in multiple countries and languages required a common CRM system and a consistent connection to ERP processes.
The organization lacked a unified CRM environment to manage sales across multiple markets. Sales and service processes in the manufacturing and service companies were partially manual. An additional challenge was inconsistent customer, order, and inventory data, which hampered business analysis and planning. The project's goal was to create a common CRM and ERP model that would integrate sales, order, and operational data and enable process standardization across companies.
Many countries and languages
Sales were conducted in different locations without a single common CRM system.
Manual processes
Some sales and service activities were performed manually.
Inconsistent data
Customer, order and inventory data was scattered across different systems.
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Results
Consistent data and faster order fulfillment.
-50%
less data duplication
+40%
faster order processing
1 model
common CRM and ERP processes
40+ countries
shared sales environment
✦
Solution
Our Role
Why is that?
The goal was to combine sales and ERP processes into a single, coherent model that could be used across multiple companies and markets.
We implemented Microsoft Dynamics 365 Sales and Business Central, integrated CRM with ERP, and launched mobile access for field teams.
- central CRM for sales
- Business Central compliant with global template
- CRM and ERP data integration
- synchronization of customers, orders and offers
- mobile access for field teams
- post-implementation support
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How to Get Started
Course of Events
Process analysis
We analyzed the way sales and service are conducted in companies operating in various markets.
Model design
We have developed a common model of CRM and ERP processes, taking into account the global organizational template.
CRM and ERP implementation
We launched Dynamics 365 Sales and Business Central as a common environment for sales and operations.
Data Integration
We connected CRM with ERP, synchronizing customer, order and offer data.
Mobility and rollout
We provided field teams with mobile access to the system and carried out a phased implementation in group companies.
Stack and Scope
The project included the implementation of Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Business Central for 40 users in an international organization operating in over 40 countries. Dynamics 365 Sales became the central CRM environment, and Business Central supported ERP processes in accordance with the group's global template. The systems were integrated, enabling the synchronization of customer, quote, and order data. Mobile access for field teams was supported by Microsoft solutions. Power Apps .
Implementation Time
6 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.
-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.
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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.
