Case Study: Rockwell Automation achieves streamlined, collaborative selling and global sales visibility with Microsoft Power Apps

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

Rockwell Automation, a Fortune 500 industrial automation company, faced complex selling across 1,600 sellers, 800 subject-matter experts, and some 300,000 products while relying on a limited CRM and fragmented Excel-based processes. To standardize tools, increase mobility, and improve customer engagement, Rockwell adopted Microsoft Power Apps alongside Microsoft Dynamics 365 Sales and Power BI.

Using Microsoft Power Apps to build portals and Dynamics 365 Sales with Power BI analytics, Rockwell centralized customer data, automated workflows, and made it easy for sellers to find and engage experts. The deployment reached 71% monthly active usage, delivered consistent global reporting, sped proposal generation, reduced redundant processes, and improved seller productivity and customer responsiveness.

Rockwell Automation

Hugh Wellington

Director of Sales Execution