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National Retailer Connects CRM and ERP Systems for One Source of Truth

Updated: Jun 22

How JourneyTEAM can help connect your CRM and ERP systems to unite data and thereby understand customer buying habits.

Make Data-Driven Decisions with Insights from Dynamics 365

By Implementing Dynamics 365 Business Central, a company will gain a structure of analytics showing a variety of different data types. Within Dynamics 365 Business Central, users can now analyze each part of the buying process and evaluate what areas need attention. By unifying Dynamics 365 Business Central with Dynamics 365 Sales, a business can manage all of their financial data in one location, while making important predictions based on their buyer's habits, and have that information updated in real-time. This will give them access to current information allowing them to manage their sales data in an easy to navigate single platform.

One popular retailer and distributor of wedding dresses desperately needed to upgrade and modernize its Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems and their functionality. JourneyTEAM had the opportunity to work with them to build a custom solution to best house their financial and customer data, and thereby predict customer buying habits.

Their systems were outdated, didn’t communicate well with one another, and required manual operating. This company sells dresses throughout the world and in order to expand, needed a way to best manage its sales and customer data coming from its numerous distributors. Utilizing Dynamics 365 Business Central, the company was able to unite its CRM and ERP platforms to meet its unique goals.

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Dynamics 365 Business Central is an ideal Finance and Accounting Solution

Combined with Business Central, JourneyTEAM’s quick-start implementation and Business Central Sherpa program was the right fit for these clients. They had specific finance and accounting goals in place, as well as the developers and IT team needed to help with some of the heavy liftings.

Implementing aspects from Power BI, this retailer could now evaluate financial data and know where to focus their marketing and sales efforts in the future. By Implementing Dynamics 365 Business Central, they could now also connect their systems with the systems of the distributors and export that important data. Furthermore, they can now keep track of all of their distributor's data and manage all of their financial information in one secure, easy-to-use location.

With the help of JourneyTEAM, the company experienced a seamless implementation as their existing Microsoft Dynamics stack and tools were able to work cohesively with other Microsoft products. This bridal dress retailer and its distributors already had Microsoft tools in place (Excel, Dynamics 365 Sales, etc) which made it easy to incorporate Dynamics 365 Business Central. This client now has a single platform for viewing all parts of their financial data and can easily scale for growth when they expand and acquire more distributors in the future. International communication barriers were also eliminated as their systems are unified and users can share and view information that is accurate and updated.

Ready to Get Started?

From delving deeper into customer data to automating and modernizing key business processes, JourneyTEAM supports businesses from across industries in implementing a smart, powerful technology stack.

Contact JourneyTEAM today for more information about our services and offerings.

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