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pittella case study by microchannel

Case Study : Pittella

Case Study : Pittella

case study pittella

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
Benefits
  • Build automated leads list
  • Improved sales visibility and reporting
  • Forecasting visibility
  • Plans and strategies to facilitate progression year goals
Solution

case study resilium | microchannel

Case Study : Resilium

Case Study : Resilium

case study resilium

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
Benefits
  • Customisation
  • Easy access and export of data
  • Ability to build workflows and business processes
  • Automation of manual spreadsheets into reports
  • Recognisable Microsoft user interface
  • Potential to build Power Apps
Solution
  • Microsoft Dynamics 365 Sales

case study legacy

Case Study : Legacy

Case Study : Legacy

case study legacy

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
Benefits
  • Improved business processes
  • Enhanced security & performance
Solution

royal rehab

Case Study : Royal Rehab

Case Study : Royal Rehab

case study royal rehab

Royal Rehab is a NSW based rehabilitation and disability support provider. Discover how Royal Rehab have eliminated the risks of their previous legacy system and gained new efficiencies across their financial and sales processes.

Initial Challenge faced by Royal Rehab
  • Outdated 10 year legacy system
  • Need for a modern intergative financial solution
  • Requirement for donations and member management system
Solution
  • Microsoft Dynamics 365 for Finance and Operations
  • Microsoft Dynamics 365 for Sales
  • Power BI
  • MicroChannel Donations Portal

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