Isabel Group

Isabel Group uses Dynamics 365 to centralize customer information and streamline sales, marketing and customer support activities.

sector

Financial advice

region

Belgium

services

Sales, marketing & customer service

technology

Dynamics 365 CE, Power Platform, Azure

Data-driven customer engagement

Isabel Group is the largest FinTech company in Belgium and offers customers a complete range of financial software solutions (including Isabel6, CodaBox and Zoomit). The company consists of more than 300 experts and has been active for 25 years. Customers such as Barco, Port of Antwerp and Colruyt Group use their solutions for already many years to digitize their financial processes. To help customers even better, Isabel Group invested in a data analytics team and a new CRM tool. Within their vision of data-driven customer engagement, they want to be able to better anticipate the wishes of their customers. For this they need a 360° view of each customer. Net IT took care of the implementation of Microsoft Dynamics 365 as one central common database. Thanks to this central data model, sales, marketing and customer service can work (together) much more efficiently.

Data integration, change management and security

The CRM project brought a lot of challenges, such as the integration of data from different systems and applications and change management. “The tool can work perfectly and be perfectly integrated, but if you don't go the extra mile to make sure people can use the tool successfully, it's going to be difficult,” said Tim Van der Wee, Chief Information & Technology Officer at Isabel group. In addition, security is also very high on Isabel Group's list of priorities, more specifically the confidentiality of data. That's what Microsoft's ecosystem offers them. Microsoft provides components that allow them to find the right balance between security and flexibility.

Tim Van der Wee Chief Information & Technology Officer

“Microsoft Dynamics 365 offers the right balance between security and flexibility”

Data-driven customer engagement with Microsoft Dynamics 365

With their vision of data-driven customer engagement Isabel Group invested in a data analytics team and a new CRM tool.
With Microsoft Dynamics 365 as a central data model, Isabel Group can better streamline its sales, marketing and customer service activities. Ultimately, all of this should lead to consistent customer interaction and customer experience.

Download this customer story now (pdf)

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