240+
Salons covered by the launch of the global solution.
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One CRM environment for sales and service in an international organization.
An international window joinery manufacturer has implemented Microsoft Dynamics 365 Sales and Customer Service , streamlining sales, quotation, and service processes. A shared customer database and document automation provided teams with better access to data and greater operational consistency.
Customer
International manufacturer of window joinery.
Industry
Production / construction joinery / B2B sales
Scale
150 users • 2 years of implementation
Implementation Time
2 years
Products
Microsoft Dynamics 365 Sales • Microsoft Dynamics 365 Customer Service • Microsoft Azure
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The Challenge
The Challenge
Sales and service operated without a single CRM system, which made it difficult to access customer data, manage offers, and provide consistent service locally and regionally.
Customer data was fragmented, and quote documents and service requests were created manually. The lack of central tracking limited sales pipeline visibility and hampered collaboration between sales and service. The project's goal was to implement a common CRM environment aligned with the organization's global standards while also incorporating local sales and service processes.
Scattered data
Customer information was stored in various places and difficult to analyze.
Handwritten documents
Offers and application confirmations were created without automation.
No common standard
Sales and service did not work according to the same CRM model.
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Results
Consistent sales, faster deals and better service.
1 CRM
shared sales and service data
150
users of one environment
No takes
less duplicate and outdated data
SmartFlow
automation of offers and confirmations
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Solution
Our Role
Why is that?
The goal was to create a single environment for sales and service and reduce manual work on offers and requests.
We have implemented Microsoft Dynamics 365 Sales and Customer Service , we integrated SmartFlow and built a common database of customers and interaction history.
- central CRM for sales and service
- lead and sales funnel management
- handling of notifications and complaints
- integration with SmartFlow
- automation of offer documents
- shared history of customer contacts
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How to Get Started
Course of Events
Analysis
We analyzed the needs of sales and service teams and the differences between local processes and group standards.
Process mapping
We have developed process maps and scenarios for various sales and service channels.
CRM project
We designed a common Dynamics 365 environment for leads, quotes, tickets, and customer history.
Integrations and Automation
We have integrated SmartFlow and prepared the automation of document and confirmation creation.
Launch and support
After implementation, the client benefits from our post-implementation support and further development of the solution.
Stack and Scope
The project included the implementation of Microsoft Dynamics 365 Sales and Customer Service for 150 users. Dynamics 365 Sales supports lead management, sales funnel management, and offer management. Customer Service handling requests, complaints, and service processes. Integration with SmartFlow accelerates the creation of offers and request confirmations. A shared customer database and interaction history provides sales and service with access to the same, up-to-date information.
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.
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
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.
