Case Study

Instead of building processes from scratch, Conhpol decided to organize and integrate the tools and systems they were already using.
With Microsoft phasing out the Outbound module in Dynamics 365 Marketing by June 30, 2025, ITA needed support migrating its marketing operations to Customer Insights-Journeys.
The implementation of Microsoft Dynamics 365 Sales aimed to make the daily work of sales engineers easier – without forcing them to change how they operate.
To streamline their data gathering and reporting process to improve operational efficiency and provide better insights into the performance of their hotels.
Strefa Energii needed an advanced CRM system to streamline appointment scheduling and customer service processes. Atteli implemented an advanced CRM system tailored to the unique needs of the company.
The implementation of the CRM system brought significant improvements to Esri Polska in managing sales and financial processes. The use of reporting in Power BI accelerated and automated the creation of P&L reports and comparative analyses.

The implementation of the communication and process management platform has brought tangible benefits to the company, streamlining its operations and contributing to better work organization. 

How to segment the target audience for marketing activities more effectively and accurately? Can the customer acquisition process be accelerated and campaign planning be made easier for marketers?

The project in collaboration with Green Mark’s team to deliver a functioning solution promptly. The project followed an Agile model to allow for quick commencement and adopt a Minimum Viable Product (MVP) approach.

The main task was to build an IT tool that would enable efficient information flow across departments. This tool was intended to automate the process of reporting and approving costs from the marketing budget by the sales and marketing teams, as well as handling requests from Customer Support, Logistics, and Finance departments.

Laris Hotels Group needed a tool that could efficiently manage group bookings.

To introduce order and scalability, the Atteli team designed and implemented an integrated solution based on the Microsoft platform.
The client planned a pilot shadowing study – measuring how employees across different departments spend their time and allocate responsibilities.
Atteli’s team led the project from needs analysis through to full implementation of a new CRM system – tailored to the client’s international structure
Implement a PRM (Partnership Relationship Management) platform – a digital “Tenant Zone” – an online platform
To address these challenges, an integrated Project Lifecycle Management (PLM) system was implemented
To regain control over the complaints process, we implemented a solution based on Microsoft Dynamics 365 Customer Service
The Atteli team implemented a solution based on Microsoft Dynamics 365 Sales, standardizing communication and the customer database.

Efficient planning, production automation, and full document workflow integration all in one system.

Reduced production errors, improved operational efficiency, and significant cost savings – discover the impact of implementing Business Central.