CRM Integration Between COINS and Microsoft Dynamics for a National Housebuilder
A leading UK housebuilder needed to integrate COINS with Microsoft Dynamics, ensuring sales teams had real-time access to accurate house sales data. By synchronising reference data mastered in COINS with updates from Dynamics, we streamlined processes, reduced duplication, and empowered sales teams with the information they need to perform effectively.
Industry Sector
Housebuilding
Company Size
1000+
Project Duration
3 months
Services Provided
Technical Consulting
The Challenges
Access to Accurate & Consistent Data
A national housebuilder required their Sales and Marketing teams to work from accurate, consistent data across ERP and CRM platforms. COINS was the master source for sales reference data, but without integration with Microsoft Dynamics, plot status updates and reservations were not synchronised, leading to manual effort and potential inconsistencies.
The Approach
Data Mapping
Defined sales data to flow from COINS into Dynamics and plot updates to return
Integration Design
Designed a secure integration layer with validation and error handling
Testing & Validation
Tested synchronisation to ensure accuracy and timeliness
Deployment & Training
Delivered deployment and training for Sales and Marketing teams
The Results
Seamless synchronisation of COINS and Dynamics sales data
Sales team accessed up-to-date plot status within CRM
Reduced duplication and manual reconciliation
Stronger alignment between operational and customer-facing systems
Get in touch with HISL
Send Us an Email
We'd love to hear from you! Please feel free to reach out to us via mail.
hello@hisl.co.uk
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