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Brief About Company

A Leading Machine tools brand which operates worldwide with a reputation of new age distributions, having manufacturing expertise and outstanding sales services. The customer provides world leading CNC machines and has an installed base of more than 500 + companies globally.


  • Microsoft Dynamics 365 Finance & Operations / Microsoft Dynamics 365 CRM
  • Project Durations – 24 Months
  • Resources - 12
Problem Statement
  • The leading Machine tool brand had already invested in the leading industry tools like Microsoft however it was not on the latest Version. As the customer had invested in multiple systems.
  • Their IT team was continuously busy doing MIS reporting after compiling data from multiple software. There was no single source of truth and workflow for process automation.
  • Customer has to deal with multiple principles, vendors and consultants and it was very difficult to track orders home grown system that often resulted in double-capture and slow response rates.
  • In addition, they were limited in their ability to manage sales representative activities and work.

Having multiple systems like Tally (Finance), CRM ( lotus Notes ) , Magic Software ( workflow Automation ), ATS for application tracking system and different reporting platforms was a bigger challenge to match with the customer experience.

Sunbridge Approach

Bringing all the systems under One common platform and providing Single Source of Truth was the approach Sunbridge provided to the worlding leading CNC Machine manufacturing company.

  • Microsoft Dynamics 365 Finance & Operations and Dynamics 365 Sales and Field Service solution addresses most of the challenges.
  • It provides additional benefits, such as the ability to effectively profile their large and diverse customer base, easily manage territories and clients, and check stock availability and place orders at the client’s site.
  • Floor Managers now have easy access to useful reports helping them track and evaluate performance and immediately identify market trends.
  • Phillips leveraged Microsoft Dynamics sales to transform their business processes by empowering field representatives with mobile devices.
  • Functionality enables representatives to reduce turnaround times, eliminate paperwork and speed up processes.
  • Customer is assured of guided sales approach, speedy product delivery and reliable after-sales service.

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