Operations
Case Study - Business Central for E-commerce Industry
Technology
Business Central
Region
United States
Business Type
B2B (Business to Business)
About CRM Masters
We help businesses run smoother and more efficiently by providing custom CRM and ERP solutions. With over 8 years of experience and a team of professional developers, our goal is to take the hassle out of managing day-to-day operations, allowing companies to focus on what matters most—growing their business.
We provide real-time insights that empower better decision-making by integrating seamlessly into existing workflows, reducing manual errors, and reducing manual costs. Whether it’s automating processes, improving customer relationships, or scaling operations for growth, we ensure that businesses have the tools they need to succeed in a competitive market.
Customer Background
Our client, a successful E-commerce business, was facing several challenges. Their operations had expanded quickly, but their internal systems couldn’t keep up. They were dealing with outdated software and manual processes that slowed down their ability to handle increasing orders and maintain customer satisfaction.
The company approached CRM Masters looking for a solution that could integrate all their operations—from finances to order management—in one place. They wanted a reliable, scalable system that would reduce errors, provide real-time data, and help them manage their business more effectively.
Challenges Faced by Our Client
Manual Work Slowing Process: They were manually managing key tasks like inventory tracking, order fulfilment, and financial management. This led to frequent errors, delays, and wasted time, especially during peak sales periods.
No Real-Time Visibility Across Departments: Each department was using its system, creating data loss. Management didn’t have a clear, real-time view of how the business was performing, which made decision-making slower and less accurate.
Order Fulfillment Issues Impacting Customer Satisfaction: With the increasing volume of orders, they struggled to keep track of inventory, leading to stockouts or overstocking. Customers sometimes had to wait longer for their orders, which hurt satisfaction.
Outdated System Making Decisions Harder: Generating reports to analyze financials or sales trends was time-consuming. Without easy access to reliable data, management found it difficult to make informed decisions.
Scalability Problems: Their existing systems weren’t built to handle the company’s growing size. As sales increased, the limitations of their tools became even more apparent.
To tackle these issues, we implemented Microsoft Dynamics 365 Business Central.
How We Solved Their Pain Points?
Here’s how we helped:
Single System for All Operations
We integrated the client’s financials, inventory, order management, and customer service into a single system. This meant that everyone, from the sales team to the accounting department, could access the same real-time data, improving communication and reducing errors.
Automation to Save Time and Reduce Errors
We helped the business process orders faster and more accurately by automating processes like order tracking and inventory management. They no longer had to rely on manual entries, which cut down on mistakes and saved time.
Real-Time Data for Quicker Decisions
With Dynamics 365, management now has access to real-time insights into their sales, inventory levels, and financial performance. This allowed them to make faster, better-informed decisions and respond more quickly to changes in the business.
Custom Reports to Keep Tabs on What Matters
We set up custom reporting tools that made it easy for them to generate reports on sales, customer behavior, and finances. This gave them the insights they needed to tweak their operations and focus on areas that could improve performance.
Scalable for Future Growth
Dynamics 365 Business Central is built to grow with the business. As the client continues to expand, the system can handle more data, transactions, and users without breaking down or becoming inefficient.
Results
Efficiency Improved by 90%: Automation and real-time data access reduced the time spent on manual tasks and improved overall efficiency by 90%.
Order Fulfillment Time Cut by 50%: With better order tracking and automated inventory management, the business was able to reduce the time it took to process and fulfil orders which led to faster deliveries and happier customers.
95% Improvement in Inventory Accuracy: Real-time inventory tracking meant that the business no longer had to worry about stockouts or excess inventory. They saw improvement in inventory accuracy, which helped optimize their stock levels and reduce waste.
85-90% Faster Access to Data: Management could now make quicker decisions based on accurate, real-time data.
Is Your Business in Need of Help?
At CRM Masters, we’re all about simplifying business processes to help companies grow. For this E-commerce client, implementing Microsoft Dynamics 365 Business Central solved their operational challenges and set them up for future success. With improved efficiency, faster order fulfilment, and better decision-making, they’re now in a position to scale without worrying about their systems holding them back.
If your business is facing similar challenges, we’re here to help. CRM Masters can provide the solutions you need to simplify operations and prepare for growth. Let’s make your business easier to manage and more efficient—just like we did for this E-commerce client.
