Leading Manufacturer of Engineered Construction Solutions, Dextra Group, selects Unify Dots to implement the Customer Engagement solution Microsoft Dynamics 365 Sales.
Microsoft Dynamics 365 CRM Software Implementer and Gold Microsoft Certified Partner – Unify Dots – announced its newest customer win: Global Smart Construction Solutions provider Dextra Group.
Dextra Group is primarily engaged in the manufacturing and distribution of engineered construction products. Over the years, Dextra Group has been involved in more than 10,000 major construction projects across different markets worldwide. It offers tension rods, rebar couplers, stressing and anchoring bars, piping and drainage products, and more.
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Dextra Group sought for a modern Customer Relationship Management software that will replace their legacy CRM system and be able to easily integrate with their existing ERP system. They also wanted a system that is scalable and flexible to match their current and future growth.
Dextra Group enlisted the industry and product expertise of Microsoft partner Unify Dots to ensure that the deployment of Dynamics 365 would be seamless, especially with configurations the company required from Lead, Opportunity to Project Management such as Projects, Products, Planned Delivery and project participants.
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Functionality to be implemented includes:
- Account Management
- Lead Assignment
- Project and Opportunity Management
- Activity Management
- Reports and Dashboards
- Workflow
- Email Integration
The Microsoft Dynamics 365 CRM Software is planned to Go-Live in Q3 2021. Microsoft Dynamics 365 Sales provides the most straightforward integration with Dextra Group’s current ERP system – Microsoft Dynamics. With the automated consolidation of data from Microsoft Dynamics 365 Sales, Dextra Group’s sales teams will have access to the information including invoices and orders they need in a single application. Integration between the two systems will facilitate exchange of information for Customers, Quotes, Orders, Shipments, Invoices, Items and Prices.
“We chose Unify Dots to implement Microsoft Dynamics 365 Sales as our CRM solution because they brought CRM application knowledge and integration knowledge with our ERP system,” said Matthew Paul Schmitt, Group ITS Manager at Dextra Group. “Microsoft Dynamics provides us a cloud-based modern, easy to use CRM application to manage all our projects from initial quotation through to successful delivery.”
“We are thrilled to have been chosen by Dextra Group, an expanding organization and market leader in the Construction and Industrial Manufacturing Industries.” said Manny Tanseco, General Manager at Unify Dots. “With Microsoft Dynamics 365 Sales, Dextra Group will have access to up-to-date information to make informed business decisions, increase organizational efficiency, promote collaboration and build stronger relationships with customers and project stakeholders alike.”
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