Case Study: Luck Stone achieves 308% ROI and boosts sales and manager productivity with Microsoft Power BI

Stone products producer improves sales productivity and effectiveness with CRM

Luck Stone, a family-owned leader in crushed stone, sand and gravel, faced a shift from a geography-based, transaction-focused sales model to a customer-inspired strategy and needed better CRM tools to support new account-based selling. The company had previously implemented Microsoft Dynamics 365 but adoption and data quality were low; to drive its transformation Luck Stone expanded and customized Dynamics 365 and integrated analytics, including Microsoft Power BI.

Luck Stone customized Dynamics 365 (with partner support) and integrated it with Microsoft Power BI and Office 365 to align forms, workflows and mobile access to the new sales process. The solution improved data capture, gave managers real‑time visibility, and increased productivity—salespeople saved about 3 hours/week (~8%), order management 2 hours/week (~5%), and managers 3 hours/week—delivering a 308% ROI, a 7.2‑month payback and an average annual benefit of roughly $509,100. Microsoft Power BI’s dashboards were key to driving the sales and management effectiveness gains.

Luck Stone

Tom Faillace

Senior IT Generalist