CRM and Business Central Integration for Better Client Management

The Problem

Our client in the distribution and retail industry used a spreadsheet-based system to manage their client network. This approach resulted in inefficiencies, limited scalability, and difficulty maintaining accurate, up-to-date information.

The Solution

Dimensional Strategies Inc. (DSI) implemented a comprehensive CRM and analytics system tailored to the client’s specific needs. The solution enables efficient client onboarding and offboarding, tracks interactions, and automates essential correspondence. With seamless data integration between the CRM and Microsoft Business Central, the client now operates with a single source of truth, significantly reducing their reliance on spreadsheets and improving overall efficiency.