Dutch Plantin is a sustainable producer of coconut substrates from India. Their products are sold worldwide, and the company wanted to manage customer contact centrally so that sales opportunities and customer communication could be recorded in a structured and reliable way.
Dutch Plantin was using an outdated CRM system without strict validation rules. Fields were often inconsistently filled (e.g. phone numbers in email fields), which led to unreliable data and difficult reporting. Their goal was clear: all customer contacts, sales opportunities, and customer history in one system, so both sales and management could make better-informed decisions. That system became Microsoft Business Central.
As implementation partner, we worked through the following steps with the Dutch Plantin team: exporting all data from the old CRM, transforming it into the correct fields (splitting out phone numbers, emails, and addresses), importing it into Business Central, and carrying out extensive testing. Together with the sales team, we set up the sales process in Business Central: lead → opportunity → quote → order, including task lists for sales representatives.
We’re proud to have turned a maze of data into a clear, working CRM system in Business Central. With just a few adjustments, we also quickly onboarded new colleagues and assigned customers directly using language filters.
Do you also want to centralise and manage your customer data and sales opportunities reliably with Business Central? Call us or request a demo! We’ll show you the steps involved and the value it can bring to your organisation.
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