The previously manual, fragmented way of working has been replaced by a transparent, logically structured system. Instead of juggling tasks, the sales persons can now focus on growth. That, in short, sums up the results of InnoSol Informatikai Kft.’s digital transition.
GROWTH REQUIRES A SYSTEM
Since 2004, InnoSol Informatikai Kft. has been steadily building its IT portfolio. The company has grown into a key player in the Hungarian IT market, selling, designing, operating and integrating complex systems. Thanks to direct relationships with manufacturers, it can also provide global support for international enterprises.
“Before we introduced the CRM, we relied on Excel spreadsheets, and they often gave us headaches. Misalignments, data loss, and hard-to-trace formatting or content changes made it difficult to keep information up to date. We couldn’t send instant alerts to Sales about new business opportunities so they could act on them. Nor could we set reminders, tasks, or activities for expiring support contracts, agreements, or anniversaries. But now, our colleagues could more easily overlook a business opportunity in time,” said Tamás Széll, Sales Director of InnoSol Informatikai Kft.
The main challenges of InnoSol’s old system were:
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Information scattered across multiple platforms
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No 360° view of the customer
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Manual deadline tracking and contract management
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Inaccurate sales forecasts
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Time-consuming searches across different applications
With the introduction of the Microsoft Dynamics Sales module, we built a future-proof, scalable solution tailored to InnoSol’s specific business needs, fully supporting the company’s sales processes.
Let’s see the concrete benefits this digital transition delivered:
1. From a sea of data to a 360° customer view
The system assigns every customer a full profile that contains:
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every previous interaction,
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all deadlines and details for contracts and license renewals,
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every past and planned activity plus any unique customer requirements,
No more hunting for information—everything is in one place, clear and transparent.
This lets Sales make fast, well-informed decisions every day.
2. No More Missed Deadlines!
An automated notification engine proactively monitors contract expiry dates.
As a deadline approaches, the task’s priority is raised and it moves to the top of the to-do list—so not a single renewal slips through the cracks.
“Thanks to the new system, the responsible colleagues can respond to expiring deadlines in time, providing a higher-level, proactive service that anticipates client needs,”
— said Tamás Szekeres, Managing Director
3. Reliable forecasts instead of crystal-ball guessing
A sophisticated forecasting module—with extensive filter options—delivers the most accurate possible revenue and margin planning.
Where forecasts once relied on Excel sheets and gut feeling, company leaders now see in real time which potential orders are in the pipeline, what revenue to expect, and where to focus their efforts.
This isn’t guesswork—it’s data-driven planning.
4. Growth instead of juggling
Sales reps no longer drown in administration; they focus on what matters.
With the Sales Accelerator feature they can switch effortlessly between customers, opportunities, and tasks.
5. Measurable results
✅ Full implementation and go-live in just 4 months
✅ 360° customer view: real-time, structured data
✅ Automated task handling: contract churn rate dramatically reduced
✅ More accurate forecasts: better-grounded business decisions
✅ Higher team efficiency: Sales spends time with customers, not paperwork
“By introducing the CRM we gained many advantages. Clients, a complete view of their infrastructure, and business opportunities are all available in one integrated system. Automation has made sales more efficient: we get alerts about service anniversaries, expiring contracts, and support renewals, saving our sales colleagues a lot of time and improving productivity. We now catch far more opportunities in time, and having all client-related information on a single screen is a huge support for the team.”
Magyar