2 modules
Sales, patient care, and service all in one solution.
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One data source. Twice as efficient processes.
Unidevelopment replaced its local sales system with Microsoft Dynamics 365 Sales, implemented with oneDynamics. Data centralization, automation, and access from anywhere enabled the company to complete processes in half the time.
Customer
Unidevelopment
Industry
Residential developer
Scale
Nationwide operations
Implementation Time
1.5 years
Products
Microsoft Dynamics 365 Sales
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The Challenge
The Challenge
As Unidevelopment grew, its existing on-premises system no longer met the organization’s needs. As Patrycja Świerad, Customer Service Manager at Unidevelopment, explains, the company needed a solution that would allow it to serve customers more quickly and manage business processes more efficiently.
Łukasz Krzemiński, IT Manager at the Unibep Group, also points to performance and security issues. Accessing the system required launching a VPN each time, which hindered day-to-day operations and prompted the company to look for a cloud-based solution. The sales process was spread across several unrelated tools. Checking the status of a contract or payment required contacting other departments, and document processing and manually entering data were very time-consuming.
Access via VPN
Using the system outside the office was time-consuming and inefficient.
Distributed tools
Data on customers, offers, contracts, and payments was scattered across various locations.
Manual operation
Having to re-enter data repeatedly made the work take longer and increased the risk of errors.
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Results
A unified view of the customer and processes completed in half the time.
2× faster
Operations and processes completed in half the previous time.
360°
A comprehensive view of a customer's data, documents, contracts, and payments.
In the cloud
Secure access to the system and data from anywhere.
1 system
Virtually the entire sales process—from the inquiry and quote to the contract, payment, invoice, and follow-up.
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They've placed their trust in us
“
Documentation used to take up a lot of time. Now we can prepare it much faster. Customer data is available immediately, and internal communication has never been smoother.
”
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Solution
Our Role
Why is that?
Unidevelopment chose Dynamics 365 Sales based on a proof of concept developed by oneDynamics. As Patrycja Świerad explains, the test confirmed the system’s high flexibility and its ability to be tailored to the company’s processes.
The implementation covered nearly the entire sales process: from handling inquiries and customers, through quotes and contracts, to payments, invoices, and follow-up communication at each stage of the purchase. Automation features—such as auto-filling data in contracts—reduced administrative work and the risk of errors. Łukasz Krzemiński also highlights the role of oneDynamics, which supported the company with workshops and training throughout the implementation process. Key features of the solution:
- proof of concept and validation of the capabilities of Dynamics 365 Sales,
- Configuration of the Unidevelopment sales process solution,
- centralization of customer data and documents,
- automation of data entry,
- user workshops and training sessions.
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How to Get Started
Project Timeline
Needs Analysis
We identified the limitations of the local system and the needs of the sales, customer service, and IT teams.
Proof of Concept
We demonstrated the capabilities of Dynamics 365 Sales and explored how the solution can be tailored to the company's processes.
System Configuration
Our solution covers the entire process, from the initial inquiry through the quote and contract to payment and ongoing customer service.
Centralization and Automation
We consolidated data and documents and implemented features that reduce the need for manual data entry.
Workshops and Launch
We conducted training sessions on specific features to help users get started with the system.
Stack and Scope
The scope of the project included a proof of concept, configuration, and implementation of Microsoft Dynamics 365 Sales, as well as the centralization of customer data and documents. The solution supports the handling of inquiries, customer databases, quotes, contracts, payments, invoices, and follow-ups. We also implemented automations to reduce manual work and the risk of errors. The project was complemented by workshops and training sessions to help users get started with the new solution. Planned development: Microsoft solutions for reporting and analytics—specific product names were not provided in the material.
Implementation Time
1.5 years
Year
2017–2018
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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.
–40%
Less time needed to verify customer data in public records.
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They've placed their trust in us
“
Documentation used to take up a lot of time. Now we can prepare it much faster. Customer data is available immediately, and internal communication has never been smoother.
”
✦
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.
