Project summary
AerFin, a fast-growing global aviation company specialising in aircraft and engine aftermarket services, needed a way to better connect its teams, processes and data across all customer interactions and sales opportunities. With complex, high-value transactions involving multiple internal and external stakeholders, visibility and coordination were critical to supporting its international growth ambitions.
Working with Transparity, AerFin implemented Microsoft Dynamics 365 Sales using a phased, intuitive approach to drive adoption across all staff. The platform now provides a single source of truth for sales and customer data, integrated with Power BI for enhanced reporting — giving AerFin a 360-degree view of its operations and the agility to continue growing.
The Challenge
Backed by private equity firm CataCap, AerFin is focused on strengthening its business and expanding internationally. Its complex, high-value transactions involve multiple stakeholders across both internal teams and customers, making visibility and coordination critical.
To support this growth, AerFin needed a way to better understand its customers and connect teams, processes and data across all interactions and sales opportunities. Improving operational agility and gaining better visibility of customer insights were key priorities to maintain its reputation for reliability and efficiency.
The Solution
AerFin selected Microsoft Dynamics 365 Sales to create a connected, centralised CRM platform that delivers a single source of truth across its sales operations. The platform enables seamless collaboration by connecting processes and automating interactions between departments.
A phased approach was taken to implementation, ensuring the solution remained intuitive and easy to adopt. Transparity worked closely with stakeholders across the business to understand existing processes, identify improvements and ensure the system aligned with how teams operate.
“We reviewed three solutions and felt Microsoft Dynamics was not only more enterprise-facing, but provided ease of adoption and value for money, allowing us to roll it out to all staff.” — Ben Pinington, SVP of Transformation, AerFin
“When we started the discovery phase with Transparity, it was clear they had done this many times before. They advised us to adopt a simple, logical and phased approach without over-complicating anything. Keeping the system intuitive was important for us to drive adoption.” — Eugene Assaf, Business Analyst, AerFin
The implementation connects sales processes across the organisation, enabling teams to log high-value opportunities, track progress and maintain full visibility. Integrated telephony allows users to instantly identify callers and access full communication histories, while mobile access ensures updates can be captured in real time.
Department leaders can access regional insights and assign actionable tasks, improving coordination and decision-making. The platform also integrates with Power BI, enhancing data reporting and providing deeper insights into performance.
As a result, AerFin has streamlined its operations, improved data quality and enabled greater collaboration across its teams. Staff can now access a 360-degree view of customer and sales data, supporting more informed and efficient decision-making.
“The simplicity of what we’ve created has led to faster and higher adoption rates, with staff accessing the system from wherever they are, whether via mobile, in the office or on the road.” — Ben Pinington, SVP of Transformation, AerFin
“Our lead conversion rates are already set to increase, while we are seeing the quality of our data dramatically improve.” — Ben Pinington, SVP of Transformation, AerFin
The Outcome
Improved sales and customer visibility
A single source of truth provides a complete, real-time view of customer interactions and sales activity across the business.
Enhanced efficiency and productivity
Sales and trading teams can work more effectively with instant access to data, reducing manual effort and improving responsiveness.
Stronger collaboration
Teams can easily share information and coordinate activities, supported by integrated tools and centralised data.
Flexible and scalable platform
Low-code capabilities enable super users to adapt processes as business needs evolve, supporting ongoing growth and optimisation.
