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BART

From Fragmented Sales to a Unified Ecosystem

How BART Deployed Dynamics 365 To Streamline Operations And Centralize Client Intelligence.

Quick facts

Client
BART
Project Scope
Dynamics CRM Implementation And Centralization Of Customer Knowledge
INDUSTRY
Production and distribution of raw materials for the food and pharmaceutical industry / sales and sales team

Client

BART is a Polish private company operating in the field of production and distribution of raw materials for the food and pharmaceutical industries.

The company sells to many market segments, and its activity is based on the work of sales teams, B2B customer service and participation in industry fairs. The client’s offer includes m.in:

  • natural dyes, flavours and emulsions for the food industry
  • thickeners, stabilizers, yeast extracts, sweeteners
  • for the pharmaceutical sector: capsules, probiotics, plant extracts, fish oils, amino acids, collagens and other specialty raw materials

The client partnered with us to achieve

Unified customer intelligence through a centralized client interaction system, improved data integrity, and streamlined workflows with efficient trade fair lead capture.

Challenges before starting a project

  • Absence of a central CRM, leading to critical data silos.
  • Customer data was trapped in personal notes, emails, and isolated files, making knowledge transfer impossible.
  • No consistent history of interactions or sales activities to track performance.
  • Manual reporting processes and high dependency on individual "tribal knowledge" rather than systemized data.

Project Objectives

  • A Single Source of Truth: Centralizing all customer intelligence
  • Operational Transparency: Full visibility into the sales pipeline
  • Optimized Bidding Architecture: Streamlining the quote-to-deal process
  • Collaborative Sales Flow: Bridging communication gaps
  • Real-Time Data Streams: Instant access to contact history, task status, and deal progression as they happen.

Solution

Realizacja wdrożenia

The BART organization implemented Dynamics CRM in two stages.

Step 1: The Core Foundation

Scope of Implementation

  • Base Configuration
  • Ecosystem Sync (Teams, Outlook)
  • Central Database

Stage 2: Agile Development – Extended Functionalities

Following the core rollout, we implemented:

  • Advanced status assignment and categorization.
  • Task scheduling and real-time event tracking.
  • Centralized history for notes, emails, and meetings.
  • Optimized support for the offer generation process.
  • Automated email synchronization with customers and opportunities.
  • Full DevOps pipeline to manage rapid, high-volume development changes.

Benefits

  • Lead Capture Automation
  • Centralized Intelligence: 360-degree customer view
  • Data Integration: Seamless connection to NBP, VIES, and GUS databases
  • Pipeline Transparency: Full visibility and control over the bidding and negotiation process.
  • High Data Integrity: Significantly improved verification and reduced entry errors.
  • Operational Efficiency: Manual administrative tasks reduced to a minimum.
  • Streamlined scheduling and clear task delegation.
Transformation

Results

Area / Issue
Before deployment
After implementation
Obszar Customer data sources
Przed Scattered notes, emails, files
Po One database in Dynamics CRM
Obszar Contact history
Przed Inconsistent, partially unavailable
Po Full communication path
Obszar Sales Assistants
Przed Lots of manual actionsh
Po Tasks, events, automations
Obszar Offers and opportunities
Przed No central register
Po Consistent process in CRM
Obszar Contacts from the fair
Przed Manual post-event operation
Po Automatic communication
Obszar Data consistency
Przed Dependence on individuals
Po Standardization and categorization
Obszar System development
Przed Difficult to maintain
Po DevOps + continuous development changes

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