Stoke-on-Trent, ST10 2PS,
United Kingdom
Strategy 365
Strategy 365, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. Strategy 365 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 |
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| Strategy 365 | Microsoft | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | CRM |
| Strategy 365 | 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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Marstons | Retail | 10000 | $1.2B | United Kingdom | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2019 |
In 2019 Marstons implemented Microsoft Dynamics 365 Sales to establish a centralized CRM capability focused on Sales Automation,Sales Engagement, with Strategy 365 engaged as the implementation partner. The deployment emphasized a cloud-hosted Microsoft Dynamics 365 Sales instance provisioned to support structured sales engagement workflows and pipeline management across the commercial organization.
The Microsoft Dynamics 365 Sales implementation included configuration of core sales modules such as account and contact management, opportunity and pipeline tracking, activity and task orchestration, and sales engagement sequencing aligned to hospitality retail commercial processes. The project team worked with Marstons product owners and business analysts to map sales workflows and adapt standard sales automation patterns to support promotion handling and voucher awareness used in venue-level customer interactions.
Integrations were delivered to connect Microsoft Dynamics 365 Sales with Marstons operational landscape, notably linking CRM records and campaign orchestration with the Flooid Personalised Offers solution for unique voucher generation and redemption, and coordinating data flows into the broader EPoS data management architecture. Third party D365 developers collaborated with internal data architecture resources to implement those integration points, while dataset ownership focused on inbound EPoS feeds for product, price, stock and promotional data. The implementation was designed to interoperate with head office data management and venue systems supporting 1000 plus sites and the device estate described in Marstons retail environment.
Governance was driven by an internal data architect who maintained product ownership responsibilities, authored training guides, led wireframe and testing reviews, and chaired bi-weekly stakeholder sessions to align commercial, operations and IT teams. Strategy 365 and the internal data governance model enforced structured testing and training cycles, and the delivery model emphasized iterative configuration with staged rollout coordination between head office teams and venue operations.
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Marstons | Retail | 10000 | $1.2B | United Kingdom | Microsoft | Microsoft Dynamics 365 Customer Engagement | Customer Engagement | 2019 |
In 2019 Marstons implemented Microsoft Dynamics 365 Customer Engagement to centralize customer contact and promotion orchestration within its Customer Engagement stack, engaging Strategy 365 alongside third party D365 developers for delivery. The implementation was positioned to support guest communication, voucher lifecycle management and promotion workflows across corporate and venue operations.
Microsoft Dynamics 365 Customer Engagement was configured to handle contact and campaign management, support promotion engine methodology, and orchestrate personalized offer workflows. Configuration work included mapping promotion and voucher use cases into the application, defining redemption rules and embedding personalized offer processes that aligned with Marstons business analysts and product owners.
The rollout integrated Microsoft Dynamics 365 Customer Engagement with the Personalised Offers solution from Flooid, where Marstons’ D365 developers and the data architect delivered unique voucher generation and redemption capabilities into Marstons operational environment. Implementation work ran alongside extensive EPoS data management responsibilities, covering product data, price data, stock data and purchase order process feeds that supported venue and head office operations across 1000+ venues and 10000+ devices.
Governance and delivery were led by an internal data architect and product owner model, with Strategy 365 and third party D365 developers executing technical delivery and bi-weekly stakeholder sessions driving scope and prioritization. Initial, explicitly stated use cases implemented through Microsoft Dynamics 365 Customer Engagement included staff and shareholder discounts, and ongoing product ownership continued to evolve promotion and guest contact capabilities.
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Buyer Intent: Companies Evaluating Strategy 365 Services
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