Ortec Group

Ortec Group is one of the world’s leading integrators of engineering and work solutions. With operations in 22 countries, Ortec Group offers services in aeronautics, real estate, agri-food and automotive.

Project issues

  • Driving all sales activities
  • Manage marketing activities
  • Mobile CRM app (smartphones and tablets)
  • Access to offline CRM data

Results

Ortec Group now has a single CRM base that is common to all subsidiariesenabling them to increase their productivity in sales, customer relations and management management.

fruition

  • Importing and retaking data from the old system
  • Creating workflow
  • Setting mobile data and custom views
  • Setting up the CRM for Outlook module

Technical environment

Putting in place a bespoke CRM with Microsoft Dynamics 365

Other customer cases

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