ERA Arqueologia manages projects, clients, and sales via the Microsoft cloud

Customer challenges

Based in Portugal, ERA Arqueologia contributes decisively to the production of knowledge and the safeguarding and valorization of the country's historical-archaeological heritage. The company works in the fields of civil construction, consulting, geology, topography, conservation and restoration of materials and archaeological structures. Managing and monitoring projects, clients, sales, business opportunities, and teams in an increasingly digital world and in a highly technical and document-driven—and often geographically dispersed—industry was becoming a challenge. ERA needed a cloud-based solution to centralize client information and deliver insights that would help foster long-lasting relationships.

Partner solution

myPartner started by performing an audit of ERA Arqueologia to gain insights into the company and how it works. The amount of information that ERA deals with is substantial, and it needed to be organized, accessible, and stored in a safe way. myPartner chose Microsoft Dynamics 365 Sales as the preferred solution to handle ERA's entire commercial flow. Further, all documentation from ongoing projects was stored within a centralized SharePoint repository before being migrated to Microsoft Azure.

Customer benefits

Dynamics 365 allowed ERA Arqueologia to centralize all of its client, supplier, and partner information while providing decision-makers with accurate insights and increased visibility into new business opportunities. For ERA Arqueologia, this transition was a milestone in the company's history, and Dynamics 365 Sales became ERA's main management tool for its entire commercial flow.