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Dynamics 365 Sales simplified sales processes at Malina

Published:
24.4.2023

Malina Energy Holding, a.s. needed to simplify its sales processes — and found the right solution with Blue Dynamic and Microsoft Dynamics 365 Sales. Read how the implementation improved their operations and what the client says about our collaboration.

Malina Energy Holding, a.s. is a major player in the Czech energy market, specializing in the production and distribution of electricity, gas, and heat. With over 500 employees and nationwide operations, the company focuses on sustainable energy and renewable sources, known for its innovative projects and forward-thinking approach to energy solutions.

Project goals

The client approached us to improve and standardize sales processes and implement a system for managing sales opportunities. They were looking for a trusted partner to deploy a modern solution supporting the entire sales cycle. Our experience with Microsoft Dynamics 365 Sales and successful implementations for other clients were key factors in their decision.

Key customer needs

  • Improved sales process efficiency: To streamline the sales cycle from inquiry to delivery, resulting in faster response times and better sales performance.
  • Higher team productivity: To improve overall sales team productivity and enable better performance tracking for individual members.
  • Unified data – one source of truth: To consolidate customer and sales data into a single source, supporting collaboration and minimizing errors caused by duplicates.

Implementation process

Analysis: We started by analyzing the company’s needs and designing the most suitable solution, followed by preparing the environment for deployment.

Configuration: Microsoft Dynamics 365 Sales was installed and configured according to specific business requirements, including process design, user roles, and security settings.

Testing & Training: After configuration, the system was thoroughly tested and employees were trained to ensure smooth adoption and usability.

Go-live & Support: Once deployed to production, the system entered full operation with ongoing support and fine-tuning based on user feedback.

Results with Microsoft Dynamics 365 Sales

The implementation of Microsoft Dynamics 365 Sales significantly improved customer data management, leading to better customer relationships and higher satisfaction. Enhanced data analysis allowed the company to identify key customer segments and tailor offers, positively impacting sales and profitability.

Employees now have easier access to customer information and interaction history, improving communication across departments and reducing time spent searching for data. Overall, sales process efficiency, team productivity, and data consistency have all improved.

Evaluation

The collaboration between Malina Energy Holding and Blue Dynamic was highly successful, delivering measurable benefits for both sides. The joint effort was marked by professionalism, open communication, and mutual respect throughout the project.

Both teams worked closely together to ensure a smooth implementation and timely resolution of any issues. The cooperation was transparent, efficient, and built on trust.

“We would like to sincerely thank Blue Dynamic for their professional approach in every aspect of our cooperation. We realize that our requirements for Microsoft Dynamics 365 Sales were highly specific, and we truly appreciated their individual approach and full-service support. We are completely satisfied with the results and look forward to future collaboration.”

Ladislav Zimovjan

Malina Holding

Dynamics 365 Sales simplified sales processes at Malina

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