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
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
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.