Case study

Aerfin optimises data management with the support of Microsoft Dynamics 365 Sales


Aviation specialist achieves single source of truth in its sales and customer data with Microsoft Dynamics 365 Sales

Seamless, 360-degree visibility leads to engaging user experiences to support lead-generating opportunities

Efficiency gains strengthen business and help build long-term customer relationships

Dynamics 365 Sales empowers staff to collaborate and communicate easier

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About the organisation

AerFin is a fast-growing, global aviation company specialising in aircraft and engine aftermarket services. With its team of highly experienced aviation experts and extensive and high-quality inventory holding, it offers bespoke services ranging from whole aircraft and engine sale or lease, through to tailored flight-hour component support solutions. It supports airlines, lessors and MRO customers worldwide to reduce maintenance costs and keep fleets flying, through flexible component support and leasing solutions. Headquartered in South Wales, AerFin has inventory and offices located globally in London, Miami, Dublin and Singapore.

The challenge

Seeking to strengthen the business and build long-term relationships with its customers that go beyond anything else available on the market, AerFin is backed by private equity firm, CataCap, and ready for further international expansion.

Buying and selling aircraft and engines across the world, each transaction is bespoke and often involves an extensive team of people both on the AerFin side and the customer side. The business needed a way to more deeply understand its customers and connect teams, processes and data across its interactions and sales opportunities.

Enhancing operational agility and accelerating visibility of customer insight with the latest CRM technology would support its tailored customer experiences and maintain its reputation for meticulous reliability and efficiency.


The company chose Dynamics 365 Sales for its out-of-the-box functionality, customisable tools and the ability to create connected sales processes and bespoke customer experiences.

AerFin involved members of staff from different areas of the business to walk through their processes and share the documentation they were using. This gave Xpedition a really deep insight into how different staff and teams currently work, how they could collaborate further going forward and to identify efficiency gains for the future. Having these key champions across the business would also make it easier to roll out the solution widely.

Having a single source of truth is key to AerFin. It helps ensure it can service the needs of a rapidly expanding customer base, delivering the solutions they need when they need them at a competitive price point. Deploying Microsoft Dynamics 365, the business has connected its sales process by automating interactions between departments, making it easier to track progress and maintain full visibility between different teams.

Throughout buying and selling, numerous actions demand input from various team members across AerFin’s business. Everyone has clear visibility and quick access to the information they need. The trading and sales teams log high-value sales leads into the centralised system.

The integrated phone system allows the team to instantly see who is calling and bring up any communication history for that customer or sales lead, while site visits are recorded immediately via mobile phone. The CRM is also used by department heads who get the regional information they need for team updates with actionable tasks.

Overall, AerFin has streamlined processes and empowered the trading and sales teams to gain greater insights out of the data. Ways of working have changed, increasing productivity and efficiency, and best practices have been adopted. Collaboration between staff is easier because actionable customer and sales data is available in a 360-degree view at the click of a button.

Working with Xpedition

Eugene Assaf, Business Analyst, AerFin


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