SoTech is a sodexo service that sells virtual machines to other Sodexo departments. They regularly publish quotes with monthly subscription or fixed-cost products. The CRM should improve the structure of their customer repository, facilitate the entering of quotes and edit billing reports.

Project issues

  • Model the structure of the customer repository
  • Manage the product catalog
  • Create projects with quotes and facilitate their follow-up
  • Edit monthly billing reports


Functional contributions

  • Improved customer repository
  • Improved project seizure and quotes
  • Billing report edition

Technical contributions

  • Switch to an online solution without infrastructure management
  • Connectwithing with their ADFS for authentication


  • Analysis and modeling of customer needs
  • Adapting a standard module to meet specific needs
  • Introducing a monthly billing system
  • Compliance with deadlines and commitments (Delivery in batch receipts at customer request)

Technical environment

CRM Dynamics 365 Sales Module

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