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Implementation of Microsoft Dynamics 365 Sales Automation for Special Equipment Dealer
  1. case
  2. Implementation of Microsoft Dynamics 365 Sales Automation for Special Equipment Dealer

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Implementation of Microsoft Dynamics 365 Sales Automation for Special Equipment Dealer

itransition.com
Construction
Business services
Retail
Logistics

Operational Inefficiencies in Sales Management

The client relied on manual tools (Excel, email) leading to poor data visibility, process fragmentation, overreliance on individual sales managers, and scalability challenges. This hindered data-driven decision-making and business growth.

About the Client

Official dealer and service partner for construction and special equipment brands with $55M annual revenue, offering sales, maintenance, rentals, financing, and operator training across the EU

Strategic Business Goals

  • Centralize sales operations and reporting
  • Reduce administrative workload by 15% per salesperson/week
  • Shorten sales cycle duration by 25%
  • Increase closed deals by 18% within 10 months
  • Achieve full ROI within 10 months post-implementation

Core System Capabilities

  • Automated sales process workflows
  • Dynamic sales funnel dashboards
  • Microsoft Outlook/Teams integration
  • Competitor analysis tracking module
  • Industry-specific client segmentation
  • Mobile access with calendar synchronization
  • Power Automate-enabled meeting management
  • Customizable industry/equipment registries

Technology Stack

Microsoft Dynamics 365 Sales
Microsoft Power Automate
Microsoft 365 ecosystem

System Integrations

  • Microsoft Outlook (email/calendar)
  • Microsoft Teams (collaboration)
  • Microsoft Exchange (synchronization)
  • Dynamics 365 Finance & Operations
  • External lead databases

Operational Requirements

  • Enterprise-grade scalability
  • Role-based access control
  • Real-time data processing
  • Cross-device compatibility
  • High-availability architecture

Expected Business Outcomes

Implementation will reduce administrative tasks by 15 hours/week per salesperson, shorten sales cycles by 25%, increase closed deals by 18%, and cut lead response times by 30%. The solution will enable data-driven decision-making, improve client segmentation accuracy, and provide 360° visibility across sales operations while maintaining full Microsoft ecosystem integration.

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