Case Study: Hyundai Elevator achieves B2B sales‑pipeline optimization and better lead management with Microsoft Dynamics 365

B2B Sales Pipeline Optimization Grow Sales Using Effective Lead Management

Hyundai Elevator, a Korea-headquartered provider of elevators, logistics automation and SOC infrastructure, faced inefficient B2B sales pipeline management: long, complex projects tracked in multiple spreadsheets and report forms led to data silos, missing information and heavy manual effort. As maintenance and IoT-enabled services grew, the company needed to extend pipeline management beyond sales into service and ran a CRM pilot in its logistics automation division in 2015 to address these challenges.

Trueinfo implemented Microsoft Dynamics CRM 2015 (on-prem) integrated with ERP, estimate/order systems and Exchange, plus mobile and Outlook access, standardized report forms and a simplified UI. The change eliminated spreadsheet reporting, made the pipeline transparent from opportunity to deal, improved data sharing and coaching, turned individual knowledge into an organizational asset, and set the division up to roll out unified pipeline management across domestic and overseas operations.

Hyundai Elevator

Jeong Jin-ho

Head of Logistics Sales 2 Team