Pittella produces luxury Italian designed and manufactured architectural door and bathroom fittings, operating out of Melbourne in Australia. The business understood the importance of leveraging a world-class CRM that enables them to keep pace with growing customer expectations in the marketplace. The sales team needed to stay on top of clients and having a dedicated CRM that provides great sales visibility and forecasting was critical to better decision making. That’s when Dynamics 365 Sales and Microsoft Gold Partner MicroChannel stepped in to make it all happen.
Initial Challenge faced by Pittella
No dedicated CRM, previously extracting sales data out of MYOB Advanced – became expensive and difficult to customise
Keep pace of growing B2B customer expectations and sales opportunities
Identify who their paying customers are and the different types of customers
Build automated leads list
Improved sales visibility and reporting
Plans and strategies to facilitate progression year goals
Resilium is Australia’s largest privately-owned insurance brokers, providing dedicated customer service and trusted insurance advise since 1958. Previously owned by Suncorp Group and now backed by Coverforce, Resilium needed to migrate to Dynamics 365 in a short timeframe.
Initial Challenge faced by Resilium
Aging standalone accounting software
4 weeks to migrate data from legacy CRM to Dynamics 365
Manual and segmented processes
Connect systems to talk to each other
Inability to customise easily, limited by the fields available under the previous solution licensing
Essential Key Performance Indicators for Small and Mid-Size Business
Reimagine how you measure business performance to adapt faster, work smarter, and perform better.
Discover how businesses are measuring business outcomes with key performance indicators (KPIs) that focuses beyond the four traditional dimensions of profit, profitability, growth rate, and risk & returns.
Why KPIs are critial for business continuity plans
Different types of KPIs and their importance
Measuring agility and continuous business process optimisation
How to adapt faster, work smarter and perform better
This guide will be beneficial to New Zealand’s small and mid-sized businesses that are considering implementing an ERP solution. It will assist you in understanding the basics of ERPs as you take the first steps towards implementation.
The research in this guide will assist you in establishing the right foundations, so your ERP project will achieve measurable benefit to your business. It will help you to:
Understand what an ERP is
Be up to date with current industry trends
Identify signs that you should consider a new ERP
Understand how to pick the right ERP
Evaluate ERP implementation partners
Know the key ERP vendors to consider
Use the ERP Buyer’s Guide to find the right-fit solution for your requirements. For relevant case studies, search our case study archives. You can also view all our downloadable resources for more information.
Carman’s has been committed to creating delicious breakfast and snacking products, made from the most wholesome ingredients. Founded by Carolyn Creswell, then an 18-year-old university student, the brand has evolved into Australia’s number one nutritious snacking brand, but remains true to its core purpose – making real food, with real passion.
Initial Challenge faced by Carman’s
Entry level software that can’t meet their increasing demands
Legacy is a charity providing services to Australian families suffering after the injury or death of a spouse or parent, during or after their defence force service. Legacy cares for 52,000 beneficiaries, including 1,845 children and disabled dependants throughout Australia. The organisation faced the challenge of shifting from an Oracle database that no longer supported their CRM. Legacy embraced the benefits that Microsoft Dynamics 365 offer for not-for-profits.
Initial Challenge faced by Legacy
Unsupported Oracle database version for CRM
Expensive to maintain and potentially posed a business risk
The Vege Chips Company is the market leader in producing plant-based Gluten Free chips Australia wide. The company was experiencing challenges with aging accounting software, lack of inventory control, and production functionality, all of which drove them to explore robust ERP and WMS solutions.