BE C&I Solutions Holding Pte. Ltd Case Study Hero Background

How BECIS Accelerated Deal Velocity and Prevented Slippage with Dynamics 365 Sales Automation

LocationSingapore

SolutionDynamics 365 Sales Automation

Zero

Missed Follow-Ups with Trigger Alerts

Automated

Lead Management & Deal Tracking

100%

Pipeline Visibility & Escalation Control

At-a-Glance

BE C&I Solutions Holding Pte. Ltd (BECIS) — a leading clean energy and power solutions provider headquartered in Singapore.

Case Study

CHALLENGE:

Ineffective sales management from lack of visibility into ongoing deals and follow-ups; delayed sales team responses resulting in missed opportunities; and customer dissatisfaction leading to lost deals.

SOLUTION:

Configured Dynamics 365 Sales process automation workflows for lead and deal tracking, implemented trigger-based automated notifications, and established escalation procedures for unresolved activities.

RESULTS:

Elimination of response bottlenecks, systematic deal tracking, proactive management escalation, and enhanced client trust across power and energy engagements.

The Challenge: Ineffective Sales Tracking & Delayed Commercial Follow-Ups

BE C&I Solutions Holding Pte. Ltd (BECIS) delivers commercial and industrial energy solutions across Asia. In a complex, capital-intensive power and energy sector, timely responsiveness and proactive deal tracking are crucial to winning and sustaining long-term utility and energy infrastructure contracts.

The company faced substantial commercial hurdles due to ineffective sales management. Sales leaders lacked visibility into ongoing deals and pending follow-ups. Reps struggled to respond promptly to prospect inquiries, resulting in missed commercial opportunities. Furthermore, poor follow-up procedures led to lost deals and decreasing customer trust.

Ineffective Sales Management: Absence of centralized visibility into ongoing deals and pending customer follow-ups.

Delayed Responses: Sales teams struggled to respond promptly, causing commercial opportunities to go cold.

Customer Dissatisfaction: Deficient follow-up procedures resulted in lost deals and weakened client relationships in the power and energy market.

No Escalation Mechanism: Stalled deals and unanswered inquiries remained unflagged with no management intervention.

Why BE C&I Solutions Holding Pte. Ltd (BECIS) Chose Intelegain

BECIS selected Intelegain for their proven ability to engineer automated sales workflows, configure trigger-based notifications, and enforce operational discipline within Microsoft Dynamics 365 Sales.

Workflow & Process Automation:

Expertise in building automated lead qualification, opportunity progression, and activity management rules in D365.

Automated Notification Systems:

Capability to design dynamic, trigger-based alerts across email and internal messaging to prevent missed deadlines.

Escalation Architecture:

Experience creating structured escalation hierarchies that flag overdue sales activities directly to commercial leadership.

Implementation: The Intelegain Approach

Intelegain configured Dynamics 365 Sales to serve as an automated, highly disciplined deal-tracking engine.

Phase 1: Deal Process Mapping & Workflow Design

Mapped BECIS’s energy sales lifecycle from initial inquiry through commercial proposal and contract closure, identifying key response SLAs and follow-up milestones.

Phase 2: Sales Process Automation & Alert Engine Configuration

Configured Dynamics 365 Sales workflows to automate lead tracking and deal stage progression. Implemented trigger-based alerts that instantly notify sales reps when customer touchpoints and follow-up activities are due.

Phase 3: Escalation Hierarchy & Management Dashboard Rollout

Established automated escalation procedures ensuring that unresolved sales activities and unworked opportunities are systematically flagged and escalated to sales management to prevent delays.

Microsoft Dynamics 365 SalesAutomated Workflow EngineTrigger-Based Notification RulesActivity Escalation HierarchiesExecutive Pipeline Dashboards

Measurable Results

Zero

Missed customer follow-ups through automated trigger alerts

Automated

Systematic lead management and deal stage progression

Proactive

Automated escalation paths resolving stalled activities

100%

Real-time visibility into the power & energy sales pipeline

By configuring sales process automation, automated trigger alerts, and systematic escalation procedures in Dynamics 365 Sales, BECIS eliminated response delays, restored customer confidence, and gained complete visibility over their commercial pipeline.