Mobile CRM for over 500 sales representatives in the field.

A nationwide auto parts distribution network has implemented Microsoft Dynamics 365 Sales and a mobile CRM solution for its field sales team. The system has standardized the sales process, provided access to customer data, and enabled real-time reporting on sales calls and sales representative performance.

Customer

Nationwide distribution network of car parts.

Industry

Automotive Parts Distribution / B2B Sales

Scale

500+ users • nationwide field sales team

Implementation Time

2 years

Products

Microsoft Dynamics 365 Sales • Microsoft Power Apps • Microsoft Power Platform • Microsoft Azure

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The Challenge

Managing a field sales team of over 500 people required standardizing processes, improving access to customer data, and providing a mobile tool for sales representatives to use in their day-to-day work.

Representatives worked in a distributed environment, and reporting on client visits and activities was not carried out according to a single standard. The processes for preparing quotes and handling inquiries required many manual steps, and access to purchase history, sales potential, and the customer’s complete shopping cart was limited. The goal of the project was to create a unified CRM system that would support both the work of field sales representatives and the management of the entire sales organization’s performance.

A dispersed team

More than 500 field representatives needed a common standard for operations and reporting.

Manual processes

Preparing quotes, handling inquiries, and scheduling visits involved a lot of manual work.

Limited access to data

Salespeople did not have convenient access to a customer's complete purchase history and potential.

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Results

More visits and a more complete picture of the customer in the field.

+30%

more sales visits

500+

salespeople in a shared CRM

1 process

common sales standard

Live

Field Work Reporting

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Solution

Our Role

Why is that?

It was crucial to develop a solution tailored to the needs of a mobile sales team that would also provide managers with consistent data and reporting.

We implemented Microsoft Dynamics 365 Sales and a mobile CRM app for sales representatives. We integrated the system with the data warehouse and set up KPI dashboards and automated visit schedules.

Central CRM for Field Sales
mobile app for salespeople
integration with a data warehouse
KPI dashboards
schedules and appointment reminders
real-time activity reporting

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How to Get Started

Course of Events

Team Analysis

We analyzed the organizational structure and work methods of more than 500 sales representatives, as well as customer service processes.

Process Mapping

We have identified key customer touchpoints and areas requiring standardization and automation.

CRM project

We have developed a common process model, a structure for roles and permissions, and guidelines for reporting commercial activities.

Mobile deployment

We have launched Dynamics 365 Sales and a mobile app that supports field visits, reporting, and access to customer data in the field.

Development and support

After implementation, we continue to develop the solution and provide post-implementation support to the client.

Stack and Scope

The project involved the implementation of Microsoft Dynamics 365 Sales for over 500 users working in a distributed field sales structure. The mobile CRM app was developed using Microsoft Power Apps, and sales data was synchronized with the data warehouse. The system provides sales representatives with access to purchase history and information on customer potential, while offering managers KPI dashboards and real-time activity reporting. The solution also includes automatic reminders, visit schedules, and standardized team performance reporting.

Implementation Time

2 years

Year

Sales (CRM)

Power Apps

Azure

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Numbers, not slides