Trinity Group

20.06.2023 | Our Cases

CRM-Driven Equipment Catalog, B2B Lead Pipeline, and QR Customer Feedback Ecosystem on Microsoft Dynamics 365

Trinity Group is the official exclusive Ukrainian distributor of world-leading road-construction machinery, specialized asphalt and compaction equipment, and geosynthetic and infrastructure construction materials, supporting full-cycle road construction and pavement maintenance projects nationwide.

Business Challenge

Distributing heavy road-construction machinery and specialized engineering materials involves managing hundreds of technical specifications, configurations, attachments, and service lifecycles. Trinity Group needed a unified digital architecture where product catalog updates, incoming B2B customer inquiries, field service feedback, and internal team coordination operated from a single CRM core rather than disconnected spreadsheets and standalone web admin panels.

Microsoft & Indi Vision Solution

Indi Vision engineered an integrated B2B digital ecosystem combining enterprise Microsoft cloud platforms with a fast, modern customer web experience delivered in partnership with award-winning design studio Y Agency:

  • Microsoft Dynamics 365 as Catalog & CRM Core: deployed Microsoft Dynamics 365 as the central system of record for Trinity Group's machinery, materials, and service catalog, synchronized directly with a responsive WordPress web storefront so customers enjoy a fast, intuitive catalog while managers govern product data and pricing in CRM.
  • Automated B2B Lead Pipeline & 38f.co QR Survey Module: routed web catalog requests straight into Dynamics 365 sales stages and integrated Indi Vision's proprietary survey and QR-code generation solution (38f.co), enabling clients and field engineers to scan equipment or order QR codes to submit instant service feedback and structured inquiries directly into customer CRM timelines.
  • Microsoft Modern Workplace (Microsoft 365): rolled out Microsoft Modern Workplace collaboration and document-management tools to streamline cross-departmental operations, contract approvals, and tender preparation.

Measurable Results

  • Unified CRM-to-Web catalog governance: eliminated duplicate manual content entry by making Microsoft Dynamics 365 the single source of truth for road-construction equipment and materials.
  • End-to-end B2B lead & CX capture: connected web inquiries and QR-triggered customer surveys via Indi Vision's 38f.co module directly to account records and sales workflows.
  • Reduced total cost of ownership (TCO): combined lightweight web frontend agility and organic search visibility with enterprise-grade Microsoft Dynamics 365 security and Microsoft Modern Workplace operational efficiency.

Solution Architecture Summary

Delivered jointly by Indi Vision (Microsoft Dynamics 365 CRM architecture, 38f.co QR & customer feedback integration, and Microsoft Modern Workplace deployment) and design partner Y Agency (UX/UI and web storefront engineering) for Trinity Group.

Trinity Group Digital Ecosystem - Microsoft Dynamics 365 + 38f.co QR Feedback + Microsoft Modern Workplace

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