2 modules
Sales, patient care, and service all in one solution.
40% less time spent on verification. 50% faster data flow.
STERNET, in partnership with oneDynamics, implemented the cloud-based Microsoft Dynamics 365 Sales solution, centralizing support for 9,000 customers. Integrations, automation, and mobile access have streamlined collaboration and accelerated the flow of information between sales and logistics.
Customer
STERNET
Industry
Distribution and service of electric drives and industrial automation systems
Scale
9,000 customers • 50–999 employees
Implementation Time
6 months
Products
Microsoft Dynamics 365 • Microsoft Dynamics 365 Field Service • Microsoft Dynamics 365 Sales • Microsoft Dynamics CRM • Microsoft 365 • Microsoft Power BI
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The Challenge
The Challenge
STERNET serves 9,000 customers and partners with leading manufacturers of industrial equipment. Given this scale, the company needed a flexible CRM solution that could grow alongside the organization and support efficient collaboration between departments.
As Paweł Zięba, CEO of STERNET, explains, the system was intended not only to meet current needs but also to inspire the company to explore new avenues for growth. Another key factor was the ability to work remotely securely and ensure seamless collaboration among employees. The company was already using the on-premises version of Microsoft Dynamics CRM and Microsoft 365. The challenge was to preserve data, migrate to the cloud, and integrate the systems without disrupting day-to-day operations.
Information in many places
Employees had to switch between systems and external records to verify customer data.
Free flow of data
The transfer of information between the CRM and the ERP system caused delays in sales and logistics.
Limited cooperation
The company needed full access to customer data while working remotely, during meetings, and at industry events.
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Results
Up-to-date data, faster collaboration, and seamless handoffs of clients between teams.
–40%
Less time needed to verify customer data in public records.
+50%
Faster data flow between Dynamics 365 Sales and the ERP system.
9,000 customers
Current data and contact history available in a single solution.
Immediately
Quotes are generated without any prior delays of several minutes.
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They've placed their trust in us
“
Our employees can now check data in public records directly in Dynamics 365 Sales. This allows us to save nearly 40% of the time we previously spent verifying information.
”
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Solution
Our Role
Why is that?
STERNET migrated from an on-premises Microsoft Dynamics CRM to the cloud-based Dynamics 365 Sales, while retaining its existing data and integration with Microsoft 365. As Michał Krasnodębski, IT Manager, explains, the company was looking for a solution that was regularly updated and met global standards. We rolled out the system gradually, taking into account the needs and suggestions of users.
The solution supports the management of customer data, inquiries, quotes, orders, invoices, and products. According to Anna Węgiel, Marketing Manager, the team also uses it to plan tasks, campaigns, and conversations, which makes it easier to personalize communications and generate leads.
- migration of the on-premises CRM to the cloud-based Dynamics 365 Sales,
- data retention and centralization for 9,000 customers,
- integration with Microsoft 365, ERP systems, and public records,
- automation of quotes, orders, invoices, and data verification,
- gradual rollout of functions involving employees.
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How to Get Started
Project Timeline
Needs Analysis
We identified the requirements for sales, marketing, logistics, and IT, as well as the possibilities for integration with the existing environment.
Migration to the Cloud
We migrated our on-premises Microsoft Dynamics CRM solution to the cloud-based Dynamics 365 Sales, while preserving customer data.
Phased rollout
We rolled out new features in phases to help users get familiar with the new solution.
Integrations and Automation
We integrated Dynamics 365 Sales with Microsoft 365, our ERP system, and public records.
Growing with Our Users
We expanded the solution based on employees' ideas and the needs of individual departments.
Stack and Scope
The project involved migrating the local CRM to Dynamics 365 Sales, including data for 9,000 customers, as well as integration with Microsoft 365, ERP, and public registries. The system automates data processing, reduces address errors, and provides mobile access. STERNET plans to expand the system to include Field Service, Power BI, customer self-service, and Copilot.
Implementation Time
6 months
Year
2023
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Numbers, not slides
What Works for Clients Who Have Placed Their Entire Company's Trust in Us
Five end-to-end projects from various industries. The same Microsoft tools, different results—because the initial questions were different.
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20–30%
Less time spent searching for information every day.
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2× faster
Operations and processes completed in half the previous time.
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They've placed their trust in us
“
Our employees can now check data in public records directly in Dynamics 365 Sales. This allows us to save nearly 40% of the time we previously spent verifying information.
”
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Next step
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