Berkeley Group is a FTSE 100 property developer based in Cobham, Surrey, renowned for building high-quality homes and sustainable communities across London, Birmingham, and the South of England. The company is recognised for its commitment to design excellence and operational innovation.
Berkeley’s leadership sought to transform their Microsoft Dynamics 365 (C360) platform into a true single source of truth for customer interactions. The existing system’s fragmented data model and heavy customisation led to operational friction, unreliable reporting, and a poor user experience, all of which hindered sales performance and strategic decision-making.
We delivered a strategic enhancement of the C360 platform, focusing on simplification, consolidation, and user experience. The core of our solution was merging ‘Enquiry’ and ‘Opportunity’ entities into a unified ‘Lead’ model, streamlining the sales funnel and enabling accurate, real-time reporting. We overhauled the agent interface with intuitive forms and a consolidated activities timeline, and replaced inefficient workflows with high-performance plugins. A meticulous, multi-stage data migration moved nearly 1 million records with minimal disruption, supported by 24-hour global teams and live QA. Change management and user training ensured rapid adoption and long-term success.
Significant improvements in system performance, user engagement, and sales pipeline visibility.
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