Skip to content
  • FR
  • FR
  • About Us

    ABOUT US

    • Who We Are
    • Metholodogy
    • Careers
    • Customer Portal
  • Services

    CRM CONSULTING

    • CRM Solutions
    • CRM Platforms
    • CRM Selection

    CRM IMPLEMENTATION

    • CRM Services
    • How It Works
    • What You Get
    • Cost Factors

    CRM OPTIMIZATION

    • CRM Optimization & Improvement

    CRM SUPPORT

    • Post-Implementation Support
  • Partners

    CRM PARTNER PLATFORMS

    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • App Marketplaces

    Inception & Strategic Roadmap

    • Business & CRM Consulting
    • CRM Platform Selection
    • CRM Roadmap & Strategy

    CRM Implementation & Systems Integration

    • CRM Roadmap Release Plan Execution
    • User Adoption & Training
    • Systems Integration

    CRM Optimization & Continuous Support

    • Post-Implementation Support
    • CRM Optimization & Improvement
    • Personalized Support
  • Industries

    INDUSTRIES

    • Credit Union
    • Bank & Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Museum & Cultural Venues
    • Transportation & Logistics
    • Retail & Distribution
    • Services
    • Cosmetics & Beauty
    • Nonprofit
    • Construction
    • Government
    • Healthcare
    • Technology
    • Food & Beverage
    • Tourism
    • Other
  • Resources

    RESOURCES

    • Articles
    • Case Studies
    • Ebooks
    • Press Releases
    • Testimonials
    • Webinars

    LEARN MORE ABOUT...

    • CRM Strategies
    • Marketing Automation
  • About us
    • Who we are
    • Methodology
    • Careers
    • Customer Portal
  • Services
    • CRM Consulting
    • CRM Implementation
    • CRM Optimization
    • CRM Support​
  • Partners
    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • Marketplace
  • Industries
    • Credit Union
    • Bank and Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Others
  • Resources
    • Articles
    • Case Studies
    • eBooks
    • Press Releases
    • Testimonials
    • Webinars
  • Contact Us
  • About us
    • Who we are
    • Methodology
    • Careers
    • Customer Portal
  • Services
    • CRM Consulting
    • CRM Implementation
    • CRM Optimization
    • CRM Support​
  • Partners
    • Salesforce
    • Microsoft Dynamics 365
    • Creatio
    • Sugar CRM
    • Marketplace
  • Industries
    • Credit Union
    • Bank and Finserv
    • Insurance
    • Pharmaceutical
    • Higher Education
    • Manufacturing
    • Others
  • Resources
    • Articles
    • Case Studies
    • eBooks
    • Press Releases
    • Testimonials
    • Webinars
  • Contact Us
  • FR
  • FR
Contact Us
Case Study

Accelerating digital initiatives to grow sales, engagement, and acquisition

Published on November 19, 2024

A blank white background evokes the tranquility of outdoor living, with no visible objects or text, like an untouched canvas.

Home / Case Studies / Accelerating digital initiatives to grow sales, engagement, and acquisition

5 minutes reading time

Share this case study

LIMITING INTERNAL SILOS​
by aligning systems and internal processes
+150%​
in lead acquisition and prospecting
INCREASED SALES OPPORTUNITIES​
through automated business processes

ABOUT THE CUSTOMER

Barrette Outdoor Living (BOL), established in 1975, is a leader in the outdoor living product industry, providing a diverse and flexible range of solutions that bring homeowners’ dreams to life. Their products are ingeniously designed and meticulously engineered to hold up to family, life, and nature — beautifully transforming any outdoor space. At the core of their business is a passionate team who takes great pride in craftsmanship and possesses a dedication to creating solutions according to professionals’ and homeowners’ demand.

Get this as a case study PDF

CHALLENGES AND BUSINESS PAIN POINTS

BOL, saw a need for digitalizing and transforming their business and its processes to retain its competitive advantage in the industry. 

Since BOL has a complex structure that includes many brands, products, and countries – it became paramount to have an integrated system that would allow them to aggregate their business data and present a 360-degree view of their distributors, contractors and consumers.

They identified the need to start collecting meaningful data such as product registrations and corresponding warranty claims to have a better understanding of their product quality and issues and drive actionable insights from their end consumers (direct homeowners).

They also wanted to better understand and optimize their relationships with their retail partners, dealers, contractors, architects, etc. to identify opportunities to drive sales and revenue. 

Many processes such as bid for projects and follow-ups were done manually or on disparate tools, such as Excel sheets, making it difficult to collaborate internally and identify trends to make intelligent and timely decisions.

Although a strictly B2B retailed company, they saw a need for personalized and at-scale B2C communications, alongside their current B2B interactions. 

Being a small team that oversee international activities, they also wanted to automatize processes and communications to ensure their team’s time is spent on business objectives, rather than menial time-consuming tasks.

CRM AND DIGITAL TRANSFORMATION SOLUTIONS

  • Integrated solution: Build a customer 360 by integrating data from the ERP, Outlook, phone system, construct connect, website, chat and product management system and data to combine transactional, behavioral, and demographic data in real-time.
  • Customers and buyers' journey: Analysis and understanding of customer touchpoints, alongside customer views based on Microsoft proprietary audience intelligence.
  • Trigger workflows and processes: Using Power Automate and AI to automate business activities and identify sales opportunities.
  • Store visit app: Enable retail reps to standardize their store visit process and collect information through a mobile app linked to CRM.
  • Engagement strategies: Consolidation and alignment of all marketing strategies to ensure the best customer experience, including email (inbound, nurturing), event management, social management, lead acquisition, landing pages and website pages, subscription management, surveys, and forms, etc.
  • Reporting dashboards, analytics, and Power BI setup: Complete analytics and business intelligence to define and track key performance indicators  and ensure ROI.
  • Territory Management: Defining retail stores territories to visualize and optimize the day-to-day operations.
  • Account and Contact Management: Assign and keep an eye on the different activities for your clients/dealers and trigger actions based on those activities.

CONCLUSION

By implementing Microsoft Dynamics 365, Barrette Outdoor Living modernizes its systems, internal operations and optimizes its sales and marketing activities. They were able to accelerate their motive to get closer to their end consumer while improving relationships with existing distributors, retailers, contractors, suppliers, and architects.

Get this case study as a PDF

Other resources

  • Articles

CRM and NFT in Retail: Changing the Game

February 22, 2025

Learn about the powerful combination of NFTs and CRMs in the retail industry
Learn more
  • Articles

Tech Trends in The Retail Industry​

February 22, 2025

Learn more about how these technologies change CRM in retail and what it means for your business.​
Learn more
  • Case Studies

Enhancing operational efficiency and customer service excellence

December 19, 2024

Discover how Thibert, a leading North American distributor, transformed its workflows using Creatio's no-code CRM.
Learn more
Looking to Upgrade Your Current CRM
or
Make the Switch to a Better System?
Schedule Your Free Demo
Popular Tags
  • Article
  • Banking
  • Case Study
  • Construction
  • Creatio
.
  • Credit Union
  • CRM
  • Distribution
  • Education
  • Healthcare
.
  • Insurance
  • Manufacturing
  • Marketing
  • Microsoft
  • Museum
.
  • Pharma
  • Retail
  • Sales
  • Salesforce
  • Services
.
  • Sugar
  • Testimonal
  • Transportation
  • Webinar
Our Authors
  • Sébastien Forget
  • Kaliopi Spiropoulos
  • Myroslava Kryvoshei
  • Sarah-Rose Menard
About Us
  • Who We Are
  • Methodology
  • Careers
  • Customer Portal
  • Privacy Policy
  • Site Map
Services
  • CRM Consulting
  • CRM Implementation
  • CRM Optimization
  • CRM Support
  • CRM Strategies
  • Customer Services
Partners
  • Salesforce
  • Microsoft Dynamics 365
  • Creatio
  • SugarCRM
  • App Marketplaces
Industries
  • Credit Union
  • Bank & Finserv
  • Insurance
  • Pharmaceutical
  • Higher Education
  • Others
Resources
  • Article
  • Case Study
  • Press Release
  • Testimonial
  • Webinar
  • Authors
Linkedin Facebook Youtube X-twitter Instagram
© 2025 Solutions Metrix. All rights reserved.