For business management solutions email us or call 020 3004 4600

Case Study: How Sagacity transformed their business through Dynamics 365 / CRM


With the growing need for their services all over the world, Sagacity needed a CRM system that could be implemented quickly to manage opportunities and was easily scalable as the business grew.  

Who are Sagacity? 

Founded in 2005, Sagacity are a dynamic technology company dedicated to helping organisations solve complex business challenges. Their expertise spans several industries including Utilities, Telecoms and Financial Services across territories all over the world.  

The Challenge 

Sagacity use the latest technology to fix operational problems for their clients, so they need the latest technologies to ensure that they were on time, on budget & doing the work better than they can. 

Furthermore, Sagacity pride themselves on the personal touch, they are a small but ambitious company. Technology helps them achieve more for their clients and when they decided that they wanted to grow the business they needed a solution that would keep them on top of their business opportunities. 

The Solution 
They took some time and evaluated a range of CRM systems, including the likes of Salesforce , before settling on Dynamics 365.  

As Dan Ret of Sagacity commented “We already knew the Microsoft ecosystem, being users of Outlook, Office etc so adopting Dynamics 365 was the natural choice. 

Why Sagacity decided to choose Advantage as their CRM partner? 

The next step was finding a partner that could deliver. Having chosen the system, they knew what they wanted and Advantage fitted the bill. Like Sagacity, Advantage are an organisation that are big enough to deliver, but small enough to care. 
We spend time constructing our detailed requirements for our CRM systemDan carries onand Advantage were able to get us up and running in about a month, and they didn’t try and sell us extras we didn’t want or need. However, as our needs change, we know the system can develop with us. The team at Advantage are fantastic. Sven and Andrew were very clear on timeframes and gave us a full understanding of what to expect.” 

Sven Kolczak, the Business Development Manager at Advantage carries on the theme “Sagacity were great to work with, as they had a clear idea of what they wanted. We were able to improve their sales process in a very short space of time and integrate the system with Quickbooks for a seamless experience. They are very hands on and when new developments, such as the recent Unified Interface, come along we can jump on Teams for a training session”. 


Following the successful implementation of this CRM system, Advantage continue to help provide Sagacity with valuable and knowledgeable Dynamics CRM support as and when they require it to ensure that their CRM system is operating as smoothly as possible. Furthermore, Advantage has recently worked with Sagacity to successfully and smoothly move them from the old CRM interface to Microsoft’s new Unified Interface.