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

Updated: Jun 22, 2023

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Their systems were outdated, didn’t communicate well with one another, and required manual operating.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.