Location:
Poland
Industry:
Footwear Manufacturing
Solution:
Microsoft Dynamics 365 Sales (Enterprise) + Microsoft Teams, Outlook, SharePoint, Power Automate
Conhpol is a footwear manufacturer with over 40 years of experience, combining traditional craftsmanship with a modern approach to business development. While the company began as a family-run workshop, today Conhpol is a dynamic, internationally operating producer. Thanks to its consistent focus on quality and openness to change, Conhpol has successfully delivered ambitious digital transformation projects.
In a world of constraints – Conhpol focuses on sales efficiency
Faced with a changing business environment, Conhpol’s sales team decided to optimize its operations by better leveraging existing resources and its current customer base. The company aimed to strengthen relationships with existing clients and streamline the sales team’s day-to-day work. A key part of this strategy was implementing a solution that would improve priority setting, speed up decision-making, and make customer relationship management more data-driven.
Instead of building new processes from scratch, Conhpol chose to organize and integrate the tools and systems they already used. This empowered sales representatives to work more dynamically, consciously, and efficiently. It was a thoughtful transformation that helped the company boost sales efficiency and better adapt to evolving market demands.
Giving CRM a second life
We joined the implementation team to complement the partner responsible for launching the ERP system.
Together, we introduced several key changes that organized the CRM and aligned it with the day-to-day needs of the sales team:
Configured the environment properly using ALM methodology
Adapted the interface to real user needs
Centralized access to sales documents
Deployed key CRM functionalities like Leads, Opportunities, Quotes, and Campaigns
Designed a data model to better manage leads, customers, and opportunities
Structured the sales process and translated it into system workflows to ensure consistency
Implemented automated reminders to follow up on clients and opportunities, maximizing the value of the existing database
“With Atteli’s help, we organized and developed our CRM. Thanks to their experience, the entire project ran smoothly and without complications. I especially appreciate their speed, professionalism, and genuinely friendly approach. From the beginning, Atteli understood our needs and proposed an efficient strategy—both cost- and time-wise.”
Sebastian Konopka,
Co-owner of Conhpol
Co-owner of Conhpol
From concept to action – streamlining CRM with the team in mind
The first step? Listening to the sales representatives – they know best what they need. Based on their input, we streamlined system management using proven application lifecycle best practices (ALM) and simplified the interface. As a result, working in the system became faster and more intuitive.
We also introduced automated reminders to support regular contact with existing customers, making it easier to maintain relationships and avoid losing sight of acquired leads.
As part of the project, we implemented two Power Automate flows that help sales reps systematically work with the existing customer base – without needing to manually track follow-ups.
Opportunity follow-up
When a sales opportunity is closed (won or lost), CRM automatically creates a follow-up task. The task appears in the sales rep’s calendar with a clear title like: “Follow up with Anna Nowak – opportunity closed a few months ago”
Inactive customer
If there’s no recorded activity (email, call, meeting, task) within a set period, CRM automatically creates a follow-up task and assigns it to the customer owner. Using Copilot functionality, the system generates a summary of key information about the contact – so the salesperson doesn’t need to dig through the history to know how to re-engage. This simple yet thoughtful mechanism proved especially effective during economic slowdowns, allowing the team to revive old leads and better leverage the existing customer base.
Additionally
We reorganized the file structure and implemented a shared SharePoint site
The team now fully uses Leads and Opportunities
Reps receive tasks directly in their calendars and contact customers based on set priorities
Results felt at every stage of the sales process
Dynamics 365 at Conhpol is no longer just a system for logging actions – it actively supports real-time sales. Thanks to the changes:
The team works within a clean, functional system
Automated reminders help maintain customer relationships
Data is centralized and easy to access
Views are clear, and Power BI reports provide full insight into the pipeline
And most importantly...
…every rep knows exactly when and who to follow up with
What’s next?
We continue to support Conhpol under a long-term support agreement. Currently, we’re working on embedding Power BI reports directly into Dynamics 365 Sales and Microsoft Teams – giving the sales team full visibility into their data.
Do you want to know more?
Write or call us and tell us about your needs. We’ll present the possibilities of Microsoft solutions, potential costs, and an action plan.
