LBB Specialties

Summary

LBB Specialties modernized its CRM system and implemented a custom Dynamics 365 Sales Hub solution, unifying seven subsidiary companies into a streamlined organization prepared for growth and scalability.

Problems

  • Fragmented sales cycle management.

  • Outdated legacy systems hindering data visibility.

  • Unconsolidated customer and supplier sales processes.

  • Manual follow-up reminders for product and pricing approvals.

Outcome

  • Implemented a fully customized Dynamics 365 Sales Hub tailored to business needs.  
  • Automated follow-up reminders and product/pricing approvals using Power Automate.
  • Configured security roles for over 130 users, ensuring tailored access.
  • Unified sales processes for customers and suppliers within a single platform.
  • Migrated critical data from legacy systems for improved data integration.
  • Provided onsite training for 100+ employees to ensure seamless adoption.

Features

Solution Features

Unified CRM platform for customers and suppliers
Automated workflows for approvals and follow-ups
Role-based access for secure data handling
Integrated data migration and improved visibility
Intuitive and user-friendly interface

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