endorsedOngoing

MS 365 Digital Transformation & Dynamics 365 Implementation

Services Covered:

CRM Solutions • Custom Software Development • Managed IT Services

Industry

Engineering & Manufacturing

Duration

36 months

Budget

10K - 49K

Start Date

1 August 2023

Team Size

6-10 Employees

Engagement Model

Offshore

Project Capability Score (PCS)

77/100

Good

Project Capability Score (PCS) estimates how capable Possumus is of successfully delivering a project like this, based on its past experience, track record, and ability to handle similar work. Learn more about PCS

Client

Crown Linen, LLC

Miami, United States of America

Project Summary

POSSUMUS collaborated with an industrial laundry company to define a digital transformation plan leveraging Microsoft 365 and to implement Dynamics 365 Sales Enterprise. The engagement included cloud migration strategy, sales process digitization, CRM centralization for a 360-degree customer view, and training. The client reports improved Microsoft 365 adoption, better data quality, timely deliveries, and strong communication from the vendor.

Key Challenges

Enhance collaboration and teamwork using Microsoft 365
Digitize the sales process
Construct centralized customer data to obtain a 360-degree view of customers

Project Deliverables

Digital transformation plan and cloud migration strategy
Implementation of Dynamics 365 Sales Enterprise
Training for the commercial manager and sales team
Centralized customer account system for a 360-degree customer view
ERP-to-CRM integration and setup of Dynamics Customer Service and Customer Voice

Project Solution

POSSUMUS collaborated with the client's internal IT team to leverage Microsoft 365, defined a digital transformation plan focused on collaboration and teamwork, and recommended cloud migration to optimize processes and costs. They implemented Dynamics 365 Sales Enterprise, provided comprehensive training for the commercial manager and sales team, and built a centralized customer account system to enable a 360-degree view of customers, including scoring and follow-up workflows. The vendor also worked on ERP-to-CRM integrations and configured Dynamics Customer Service and Customer Voice to streamline case handling and feedback collection.

Project Outcome

Significantly improved adoption and usage levels of Microsoft 365 tools
Development of a digital sales process that enhanced data quality and organized commercial team tasks
Implementation of ERP-to-CRM integrations and Dynamics features to optimize case handling and customer feedback collection
Greater confidence and collaboration between the vendor and the client's IT staff

Platforms

Cloud

Tech Stack

Microsoft Dynamics

Client Endorsement

Overall Review Rating

Timeliness

Cost Rating

Willing to Refer

Quality of Deliverables

“POSSUMUS' work has improved the client's adoption of MS 365, allowing them to enhance their data quality and consistently evaluate and improve their services. The team consistently delivers on time and communicates effectively to ensure a seamless workflow. Their hands-on approach is outstanding.”
Pablo Lucchesi
CEO
Date: 03/07/2024