CRM Integration Between COINS and Microsoft Dynamics for a National Housebuilder

What happens when your sales team and your finance system tell two different stories?

For one national housebuilder with 1,000+ staff, plot status and reservations in Microsoft Dynamics weren’t keeping pace with the sales data held in COINS. The result was manual reconciliation and a real risk of conflicting information.

Our Technical Consulting team mapped the data flows, built a secure integration with validation and error handling, tested it thoroughly, and trained the Sales and Marketing teams on the new set-up. All delivered in a three-month project.

The outcome: COINS and Dynamics stay in sync, sales teams can see up-to-date plot status inside the CRM, and the duplicate effort has been reduced.
If your ERP and CRM aren’t speaking the same language, we’d be glad to take a look.

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