CNHi Industrial | OnActuate
Customer Success

CNHi improves customer service with Microsoft Dynamics 365 Sales

Implementation – Dynamics 365 Customer Engagement /
Dynamics CRM
Microsoft Power Platform (Power BI, Power Apps, Power Automate)

Manufacturing & Distribution

About the Company

CNHi’s India unit designs, produces, and sells agricultural equipment and construction equipment (Case and New Holland brand families), trucks, commercial vehicles, buses, and special vehicles (Iveco), in addition to powertrains for industrial and marine applications (FPT Industrial). 

The OnActuate team took the time to listen to us and understand what we wanted – they are very patient and accommodating. We are thankful for the amazing developers at OnActuate who created a customized tasking system for us in Microsoft Dynamics 365 Sales.

Gloria Chouman, Operations Manager
Exponent Investment Management

Business Challenge

CNHi’s Thailand unit has operations across the country with a wide network of dealerships. Capturing sales information which could help them come closer to their dealers/customers were amongst the key challenges for their Thailand geography. Data that could help CNHi’s management make the right decisions at the right time and help dealers perform better in terms of sales and service was required.


We proposed Microsoft Dynamics 365 Customer Engagement as a solution, covering all key areas of operations within the CNHi Thailand entity. The solution will help CNHi capture leads to opportunity, order management and quote creation, providing a 360-degree view of the account and contacts in addition to helping them automate activities, such as email, task, phone calls, and appointments.

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