The story: Achieving a CRM Implementation That Really "Took Off"
Hear from IT decision makers and key users how Belimo leveraged HSO's expertise and Microsoft's technology to achieve a seamless global CRM implementation that really took off.
Driving efficiency across the board using Microsoft technology
Increase harmonisation across the 80 countries they work in, to drive efficiency in their operations.
Belimo, a global leader in heating, ventilation and air conditioning markets, have a clear mission. For them reaching the summit is best done together, their employees and customers ascending ‘Together to the Top’. With this strong mission that aims to give everyone the best experience and value, creating a single environment across the business is of paramount importance. Together, that is what Belimo and HSO International have achieved, using Microsoft Dynamics 365 CRM solutions to reach their aims.
For over 40 years, Belimo has successfully focused on the heating, ventilation, and air conditioning markets, providing quality solutions that will increase energy efficiency and reduce installation cost with the fastest delivery times in the industry. Working across more than 80 countries they needed a single, unified platform, to be able to harmonise and continue to drive efficiency. With a pledge to uphold the UN Sustainable Developments Goals and to deliver the best value possible to customers, there is no room in the business for waste.
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Partnering with HSO
To achieve a global roll-out, Belimo needed a Microsoft partner who could seamlessly deliver across borders to streamline their CRM into one system, keeping any adaptations to a strict minimum. Additionally, they needed a partner who could configure the new system with SAP and create a nice and useable interface. They also wanted a reliable and scalable platform for integration, that would also suit other/future integrations. Having been part of the running against three other partners, Belimo chose HSO International for this job. This was due to their industry experience and global experience, with both a global presence and the capability to give global support after the go-live. Moreover, HSO’s ability to work with and challenge Belimo on key implementation decisions marked them out at the winning contender.
The process
Belimo and HSO worked together to achieve a timely and successful roll out of Dynamics 365 across the business. To do this, HSO used a combination of classic waterfall analysis and an agile realisation. This meant that at the outset the parameters and timings were clearly set. Once the project was underway HSO then used an agile approach with three-week sprints followed by a scrum meeting. This meant validation could be collected from the business throughout the process, so adaptations could be made along the way.
The results
Delivered ahead of time
The result was a smooth process with the go live date brought forward to be delivered 2 months ahead of time. In 2021 the project went live in 5 pilot countries. In 2022 it was delivered in the 15 more countries, with 11 more to go, along with continued developments and improvements. HSO have also delivered a Dynamics 365 Marketing implementation as well as further support of the Digital Customer Experience.
5
Pilot countries in 2021
Delivered 2 months ahead of time
20+
More countries in 2022-2023
The project went live in even more countries
∼30
Almost 30 countries in every time zone
Along with continued developments and improvements
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Customer cases in Manufacturing