Dynamics 365 Sales
for Readymix Concrete
An industry‑specific sales platform connecting CRM activity to operational delivery
Our customer is a readymix concrete supplier operating across multiple plants and regional business units, with an established ERP platform handling pricing, dispatch, and delivery.
The sales team needed a modern CRM aligned to how the readymix industry actually sells — project‑driven, quote‑heavy, and tightly coupled to operational delivery — rather than a generic out‑of‑the‑box configuration.
Syncronos delivered a fully customised Dynamics 365 Sales implementation covering the end‑to‑end sales process from lead capture through to opportunity close, with deep integration into the client's external ERP system to bridge CRM activity with operational delivery.
Replace fragmented sales tracking with an industry‑fit platform connected to operations.
- Sales activity tracked across spreadsheets, inboxes, and ad‑hoc tools
- No single view of leads, opportunities, or project pipeline
- Customer and pricing data locked inside the ERP, invisible to sales
- Manual, inconsistent onboarding for new customer accounts
- Multiple regional business units with different access and reporting needs
- A generic sales process that didn't reflect how readymix concrete is actually quoted and won
The organisation needed a sales platform shaped around the readymix industry — with the security, structure, and integration to operate at scale.
A purpose‑built Dynamics 365 Sales platform, configured around the readymix sales lifecycle.
Syncronos designed and implemented a Dynamics 365 Sales solution tailored to the readymix concrete industry — with an enterprise security model, a streamlined onboarding flow, an industry‑specific lead and opportunity process, and direct integration into the client's ERP for customers, pricing, and delivery data.
Key capabilities
Enterprise security structure
A business unit, team, and role model designed around the client's regional structure — ensuring each plant and sales team sees only the customers, opportunities, and pipeline relevant to them.
Streamlined customer onboarding
A guided onboarding process that captures customer, credit, and project details once in Dynamics 365 and pushes them through to the ERP — replacing manual handoffs and duplicate data entry.
Industry‑specific sales process
A custom lead‑to‑opportunity process built around readymix concrete sales — from initial project enquiry, through volume and mix qualification, quoting, negotiation, and award.
Lead & opportunity management
Structured pipeline, stage gates, and activity tracking give sales managers visibility of every opportunity, its value, and its likelihood — replacing scattered spreadsheets with a single source of truth.
ERP integration
Bi‑directional integration with the client's external ERP system surfaces customer, pricing, and delivery information inside Dynamics 365, and pushes confirmed opportunities and customers back to operations.
Forecasting & load distribution (in pilot)
An emerging capability that forecasts expected concrete volume across plants based on won and likely opportunities — helping operations plan load distribution and capacity ahead of demand.
A sales platform shaped to the industry — and connected to the operation behind it.
- Single, structured view of leads, opportunities, and pipeline value
- Faster, more consistent customer onboarding
- Sales process aligned to how readymix concrete is actually sold
- Regional business units operating with appropriate data segregation
- CRM and ERP working together as one operational picture
- Foundation in place for forecasting and load‑distribution planning
- Scalable platform ready for new plants, regions, and product lines
Platform and services used in delivery
- Microsoft Dynamics 365 Sales
- Microsoft Dataverse
- Power Automate
- Business unit & role‑based security model
- External ERP integration
- Custom sales process configuration