CRM Transformation for Mikrotek with Microsoft Dynamics 365 Sales
Mikrotek, a global leader in industrial solutions with operations in India and Spain, faced challenges in managing its sales and customer engagement processes. Fragmented lead tracking, inconsistent pricing, and limited visibility into sales performance were slowing growth. To overcome these hurdles, Mikrotek partnered with Zelite Solutions to implement Microsoft Dynamics 365 Sales CRM, aiming to unify and automate its sales lifecycle for greater efficiency and scalability.
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Before adopting Dynamics 365 Sales CRM, Mikrotek relied on traditional, decentralized processes across regions. Key challenges included:
- Manual Lead Tracking: Disparate spreadsheets led to lost opportunities and duplication.
- Limited Pipeline Visibility: No centralized system for monitoring stages or forecasting sales.
- Inconsistent Pricing: Variations between India and Spain caused confusion and revenue leakage.
- Time-Consuming Quotation Process: Manual, error-prone spreadsheets slowed response times.
- Poor Collaboration: Regional teams operated in silos, impacting customer experience.
- No Real-Time Dashboard: Leadership lacked actionable insights for strategic decisions.
Zelite implemented a milestone-driven Agile methodology, aligning Dynamics 365 with Microtek’s unique business needs.
The five-phase approach included:
- Requirement Gathering: Workshops with sales and finance teams to finalize business rules.
- Solution Design: Architecture planning and mock-ups for key modules.
- Development & Configuration: Custom entities, workflows, and Tally ERP integration.
- UAT & Training: Hands-on testing and training for regional teams.
- Go-Live & Support: Data migration, deployment, and ongoing support.
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Custom Product Master:
Detailed categorization with product codes, size ranges, and tax classifications. -
Automated Pricing & Discounts:
Integrated Tally data for accurate margin calculations and approvals. -
Country-Specific Quote Templates:
- India: INR format with GST compliance.
- Spain: EUR format with Spanish translations.
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Business Process Automation
Power Automate workflows for lead assignments and approvals. Tally Integration:
Real-time product data sync via REST APIs for consistency.
- 30% Faster Quote Generation
- 25% Increase in Lead Conversion Rates
- 50% Improvement in Reporting Accuracy
Sales teams across India and Spain now collaborate seamlessly with consistent pricing and real-time insights. Role-based access and automated workflows improved accountability, while faster turnaround enhanced customer satisfaction. Mikrotek achieved operational efficiency, transparency, and responsiveness—positioning itself for scalable growth.
