Large Upgrade of Sales Management Platform for Zeppelin based on Dynamics 365

Zeppelin CE Eurasia supplies construction equipment for seven countries (Armenia, Belarus, Russia, Tajikistan, Turkmenistan, Ukraine, and Uzbekistan). The company utilizes a business solution based on the security and functional capabilities of Dynamics CRM 2011. As Company’s strategy aims at developing long-term partnerships with their customers, using the latest technologies to offer the best service is of the utmost importance, and the following goals and challenges had to be solved:

• The sales team required a modern tool for customer relationship management, available anytime-anywhere on their phones and tablets.
• The group of sales/purchase processes are dynamic and require the kind of flexibility that legacy platform was not able to provide anymore. Transparency and maintenance ease of all processes were of great importance as well.
• Common patterns for organizational role management and automated provisioning were out-of-date and demanded optimization and versatility. Overall system performance was degrading due to the growing size of databases and poor scalability of the legacy platform.
• Our client needed a modern solution for product catalog management, customer segmentation tools, customer voice, etc.

Zeppelin was looking for a reliable service supplier with top-level expertise, capable of implementing a complex update to sales management business solution. Among other service providers, Zeppelin selected Infopulse as a core implementation partner for this complex and long-term project.

Implementing a new sales management solution based on a modern, future-proof Microsoft Dynamics 365 platform helped Zeppelin CE Eurasia to leverage customer engagement, improve internal workflow, and make relevant processes more transparent and convenient for all system end-users – from customer support to sales managers, field experts, and Zeppelin executives. Implementing Microsoft Dynamics 365 resulted in:

• Improved planning, customer relations management, deal management, and deal tracking processes.
• Migration to a modern on-premises-based Microsoft Dynamics 365 platform with unified interface and mobile Dynamics 365 application.
• Universal on-the-go access via handheld devices vastly improved decision-making processes for field sales managers and executives.
• Intuitive UX/UI flow and much better integration with other Microsoft business solutions (e.g., Outlook).
• Adoption of new security capabilities of the modern Dynamics 365 platform.
• Accelerated execution of business requests, assignment/role management, and introduction of changes to security roles.
• Faster time-to-market and better QA for new requirements with better tracking of development stages. New business rules can be implemented as fast as in a matter of 2 days instead of 2-3 weeks.
• Improved system performance, availability, and scalability.
• Post-implementation technical support and maintenance with continuous feedback & improvement.

After the initial release of the solution for the Zeppelin CE Eurasia branch in Ukraine, the second and subsequent releases included country-specific customizations of the Dynamics 365 platform for the remaining branch offices in six countries across the CIS region. Now that Zeppelin and Infopulse rolled out a stable, refined version of the solution across regions, Infopulse is currently working with Zeppelin on the new scope of functions for the next stage of the project.