Contact
Contact
All Client Stories

Leading Nonprofit Blood and Biotherapies Provider

Healthcare Provider Achieves 100% CRM Adoption, Saves 10+ Hours Weekly   

A leading healthcare provider unified lead management across divisions with a 12-week Dynamics 365 rollout, achieving 100% CRM adoption. The project eliminated manual processes, saved over 10 hours weekly, and established a single source of truth for customer relationships.

OVERVIEW 

Unified CRM Drives Operational Efficiency and Growth

A leading nonprofit blood and biotherapies provider faced critical challenges launching a new business line without a robust CRM. In just 12 weeks, a Dynamics 365 implementation unified lead management across divisions, eliminated manual processes, and delivered 100% CRM adoption. The result: over 10 hours saved weekly, reduced IT overhead, and a single source of truth for customer relationships – empowering both operational efficiency and strategic growth. 

Immediate Value Through CRM Transformation 

A rapidly expanding healthcare organization needed to modernize its operations and support a new biotherapies business line. The lack of a unified CRM hindered growth and created inefficiencies across divisions. By implementing Dynamics 365, the organization established a single, secure platform for lead management, enabling faster customer response and improved cross-selling. The transition from manual SharePoint processes to automated workflows eliminated redundant systems and reduced administrative overhead. 

THE CHALLENGE

Addressing Growth, Efficiency and Risk 

Launching a new biotherapies division alongside established Blood Services created complex challenges. The organization needed to accelerate growth in the new unit without disrupting core operations. Overlapping customer bases and differing decision-makers required a flexible, secure CRM solution. Manual processes and data silos slowed sales cycles and increased risk. The key question: how to enable rapid, efficient growth while maintaining operational integrity? 

To engage new customers, a streamlined process was implemented for adding contacts to the CRM, ensuring both divisions could operate independently while maintaining data integrity. Role-based access controls provided clear data separation, allowing teams to view relevant activities without compromising sensitive information. Enhanced sales opportunity tracking and funnel visualization delivered actionable insights for both business units.  

OUR SOLUTION 

Strategic CRM Implementation Unifies Operations  

A comprehensive, 12-week Dynamics 365 rollout unified lead management for both Blood Services and Biotherapies. The approach balanced operational efficiency with security, enabling future scalability. Custom workflows and specialized configurations ensured seamless adoption and data segmentation. The phased implementation included discovery, configuration, testing, and user rollout, supported by detailed training resources. 

Custom lead filtering and segmentation maintained security boundaries while enabling data transparency. Specialized fields and integrated agreement management mapped the complete sales lifecycle for biotherapies, while automated workflows streamlined Blood Services operations. The unified platform eliminated duplicate data entry, reduced administrative overhead, and improved reporting capabilities. 

  • Configured Dynamics 365 CRM with lead filtering and segmentation for dual business lines   
  • Developed custom workflows and integrated agreement management 
  • Delivered comprehensive training and phased rollout for rapid adoption 

THE RESULT

Measurable Results and Strategic Impact 

The Dynamics 365 implementation delivered immediate operational improvements and set the stage for long-term growth. Both divisions achieved 100% CRM adoption, establishing a single source of truth for customer relationships. The Blood Services team saved over 10 hours weekly by eliminating manual processes, while enhanced pipeline visibility and faster response times improved customer engagement. 

Custom security roles ensured data transparency and compliance, while the removal of redundant systems reduced IT overhead. Improved data accuracy and comprehensive reporting empowered both business lines to make informed, strategic decisions. 

technology

Robust Microsoft Technology Stack   

The solution leveraged a secure, scalable Microsoft ecosystem to support current operations and future growth. Integration with existing infrastructure ensured seamless adoption and robust data management. 

Innovation starts with a conversation.

Fill out this email form and we’ll connect you with the right person for your needs.

Related Case Studies

View All Case Studies
A Leading Provider of Networking and Connectivity Solutions

AI Platform Customization Drives Sustained User Growth and Expedites Integration Readiness               

A leading provider of networking and connectivity solutions for industrial automation, enterprise networks, and broadcast infrastructure, engaged Allata to implement the Allata AI Accelerator Platform (“AI Accelerator”) to transform manual support processes and centralize fragmented business knowledge. Over the course of three months, Allata delivered a mobile-responsive UX, advanced file management, chat-driven document generation, role-based administrative controls, session memory, integration solutions, Model Context Protocol (MCP), and Agent-to-Agent architecture for future Salesforce Agentforce connectivity. These improvements drove active users from 400 to 1,000 while reducing administrative overhead and saving time.
  • Manufacturing
  • Artificial Intelligence

    • Manufacturing, Artificial Intelligence
A National Provider of Full-Service Recycling and Depackaging Solutions

AI-Powered Contract Intelligence Automates Contract Pricing and Identifies Hidden Revenue Opportunities               

A national provider of full-service recycling and depackaging solutions realized it was missing revenue opportunities because allowable Consumer Price Index (CPI) and fuel surcharge increases were not being identified consistently across its fragmented contract systems. The inconsistent manual review left these pricing opportunities at risk of being overlooked, limiting its ability to capture eligible revenue. Allata implemented the Allata AI Accelerator Platform in the company’s Microsoft Azure environment to analyze hundreds of contracts, detect CPI and fuel surcharge opportunities, and route findings into a human review workflow with Snowflake staging and Excel-ready outputs.
  • Energy & Utilities
  • Artificial Intelligence

    • Energy & Utilities, Artificial Intelligence
Commercial Real Estate Firm

Commercial Real Estate Firm Transforms IT Operations Through Structured, Measurable Application Support              

A fast-growing, commercial real estate firm overseeing more than 215 million square feet of assignments and $5.8 billion in annual transactions struggled to operationally sustain a quickly growing portfolio of custom-built applications across its complex, matrixed organization. In partnership with Allata, the firm implemented a structured three-year support framework with defined service level agreements (SLAs), automated health monitoring, and monthly quality metrics, establishing the operational foundation necessary to support sustainable enterprise growth.
  • Real Estate & Construction
  • Technology & Cloud

    • Real Estate & Construction, Technology & Cloud
View All Case Studies