Case Study: Rockwell Automation achieves greater sales visibility and productivity with Microsoft Dynamics 365

Rockwell Automation brings visibility, new capabilities to sellers with Dynamics 365

Rockwell Automation, a global industrial automation and digital transformation provider, needed a more scalable way to support its growing international salesforce and increasingly complex customer needs. Its old CRM offered limited functionality, forcing sellers to rely on Excel spreadsheets and manual processes instead of a centralized, shared system. Rockwell Automation turned to Microsoft Dynamics 365 Sales, along with Power Apps and Power BI, to modernize how it managed customer relationships and sales operations.

Microsoft Dynamics 365 helped Rockwell Automation standardize tools, improve collaboration with subject matter experts, and centralize reporting and customer information across regions. The results included faster proposal generation, real-time insights for sellers, and better visibility into account ownership worldwide, with 71% monthly active usage after rollout. By using Microsoft Dynamics 365 and Power Platform, Rockwell Automation reduced redundant work, improved customer responsiveness, and increased sales productivity.

Rockwell Automation

Tom Forster

Director of Global Sales Strategy and Commercial Readiness