Case Study: Enterprise IT achieves better sales visibility and collaboration with Fusion5 and Microsoft Dynamics 365

Getting it right with Microsoft Dynamics 365

Enterprise IT, a New Zealand managed services provider with nearly 70 staff across Auckland and Wellington, needed to replace a problematic CRM system that had caused years of frustration and failed to deliver expected value. The company wanted a more reliable solution and a partner who could support its sales processes, data migration, and integrations, and turned to Fusion5 for help with Microsoft Dynamics 365 and related Microsoft services.

Fusion5 implemented Microsoft Dynamics 365, integrated it with SharePoint and Workflow Max, and supported the move to Office 365 and cloud-based workflows. The new setup gave Enterprise IT much better visibility into customers, sales activity, and pipeline progression, while improving structure, automation, and collaboration; it also reduced call costs through Skype for Business and set the business up for future field services planning, with the Board and staff reporting a clear uplift in efficiency and business development effectiveness.

Enterprise IT

Stuart Speers

CEO & Founder