TESS wanted to bring sales and marketing activities together in one shared platform. Previously, both systems and processes were fragmented and differed between regions. To ensure a more efficient solution that could support the entire organization, TESS chose to proceed with Customer Engagement in the Microsoft Dynamics 365 platform — with ProsessPilotene as partner.
User adoption and internal buy-in
Right from the start of the project, great emphasis was placed on training super users and closely involving the organization. This has contributed to a solid rollout and strong buy-in across the sales and marketing teams.
TESS has worked purposefully to follow up on user adoption even after the solution went live. This contributes to increased collaboration, better data quality, and ensures that the investment delivers value.
After launch, there have been very few technical challenges. The Dynamics platform gives TESS a solid foundation going forward — with further development toward service and field service internationally.
Customer profile
Information from the customer account
The delivery
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