Hereford, HR2 6SR,
United Kingdom
FormusPro
FormusPro, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. FormusPro collaboration with software players such as Microsoft empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
|---|---|---|---|---|
| FormusPro | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | CRM |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight |
|---|---|---|---|---|---|---|---|---|---|---|
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Premium Credit | Banking and Financial Services | 350 | $132M | United Kingdom | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2017 |
In 2017 Premium Credit implemented Microsoft Dynamics 365 Sales as its central CRM platform, deploying capabilities drawn from the Sales Automation,Sales Engagement category to consolidate customer and opportunity data. Microsoft Dynamics 365 Sales was positioned as the primary system of record for sales and commercial engagement across the organization.
The deployment emphasized core Sales Automation,Sales Engagement functionality, including lead-to-opportunity management, account and contact management, activity and task automation, guided business process flows, configurable dashboards, and pipeline visibility. The implementation used native Dynamics 365 Sales modules for opportunity tracking, activity capture, and configurable sales process orchestration to align seller workflows and engagement sequences.
FormusPro served as the systems integrator, configuring the Microsoft Dynamics 365 Sales tenant on Microsoft cloud infrastructure and deploying role-based security and tenant-level configurations. The architecture followed a cloud-first Dynamics 365 model with extension points for API-based integrations and customization, and the rollout targeted Premium Credit’s UK commercial and sales organization.
The engagement was delivered as a digital transformation using D365, with governance structured to standardize sales process definitions, a common data model for accounts and contacts, and a phased rollout to support user adoption. FormusPro supported configuration, change management, and go-live sequencing to centralize CRM governance and operationalize sales engagement and automation.
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Buyer Intent: Companies Evaluating FormusPro Services
- Abacus.Ai, a United States based Professional Services organization with 160 Employees
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