Case study · Manufacturing & Supply Chain

Sample: Unified CRM for a regional distributor

Sales teams tracked deals in spreadsheets and email, with no shared view of customers or pipeline.

Sample, to confirm. This case study is an illustration of the format. Replace it with a real project and client permission, or delete it before launch.

The challenge

Sales teams tracked deals in spreadsheets and email, with no shared view of customers or pipeline.

The solution

IENVO implemented Dynamics 365 Sales with Outlook and Teams integration, migrated customer records and set up pipeline dashboards in Power BI.

Results

What changed

One customer record across sales and service
Weekly pipeline review from a single dashboard
Manual reporting replaced by scheduled reports

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Sample: Unified CRM for a regional distributor

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