Coates Hire – Dynamics 365

10 AUGUST, 2017

Coates required a robust highly functional Customer Relationship Management Solution to support their Sales Team across all regions. 

About Coates Hire

Coates Hire is Australia’s largest equipment hire company with over 130 years of experience in industry, supplying to a wide variety of markets including Engineering and Building Construction & Maintenance, Mining & Resources, Manufacturing, Government, and Events.

Coates Hire’s unmatched network of over 200 branches nationwide across metropolitan, regional and remote areas provides you with the assurance that no matter where you are, we have a dedicated product specialist and branch just around the corner.

Coates Hire is one of the largest hire equipment investors globally with in excess of $1 billion invested over the past 5 years. With a fleet age of less than 5 years, Coates Hire have the largest fleet of hire equipment in Australia with over 1 million pieces of equipment covering general hire and special project requirements.

Background

Coates required a robust highly functional Customer Relationship Management Solution to support their Sales Team across all regions. Coates selected Microsoft Dynamics CRM and embarked on implementing Microsoft Dynamics CRM via a phased approach. One of the key requirements was to synchronise customers and quotes created in CRM to Baseplan Enterprise which is an ERP system. However, the CRM system also accesses data stored in Baseplan and therefore, a mechanism was developed by Artis to exchange data bi-directionally.

Why Artis Group?

Coates Hire chose to team up with a Artis Group as a Microsoft Gold Partner with expert technical skills in application performance and architecture review, the commercial experience to engage with appropriate risk sharing and performance incentive and the pragmatic operational support culture to fit in with changing requirements. Having worked with Artis Group in the past, Coates was aware of Artis technical proficiency in Microsoft Dynamics, cloud and application development capability and ongoing support for Dynamics 365.

By Margaret Welna

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