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Sheló NABEL's expansion highlighted challenges within its operating model. The company required real-time visibility and control to facilitate improved decision-making and effective management of independent entrepreneurs.

Sheló NABEL implemented Microsoft Dynamics 365 with the support of Best Practices Consulting, optimizing inventory management, sales and decision-making in real time. In addition, it incorporated Microsoft Copilot to improve efficiency and service to independent entrepreneurs with AI.

With Microsoft Dynamics 365, Sheló NABEL increased its sales by 17%, streamlined decision-making and optimized its inventory of more than 400 products in real time. Microsoft Copilot improves customer service, reducing response times.

“We were in the time of 'The Flintstones' and we needed to evolve. Best Practices Consulting guided us through every step of the way to ensure that Dynamics 365 met our needs exactly. Now we feel like we're in the era of 'The Jetsons'.”

Silvia Cázares, Director, Sheló NABEL

From artisanal to digital: more than 400 products managed in real time

A company's growth is rarely linear. Expansion requires rethinking processes, leaving behind old habits and taking risks. For Sheló NABEL, a Mexican company specializing in wellness and beauty products, that moment came when the growth of its network of independent entrepreneurs and the requirement for its products demanded better and greater control in its operating model. The family in charge of the business Sergio Hernández, Silvia Cázares and their children Yair and Yareli Hernández Cázares understood that modernizing the management was not an option, but a necessity. And instead of postponing it, they made the decision to move forward.

For several years, Sheló NABEL conducted its operations using tools that were beneficial initially but became inadequate as the company expanded. The company's growth necessitated precision, agility, and real-time business insights.

With the support of Best Practices Consulting, Sheló NABEL implemented Microsoft Dynamics 365, revolutionizing decision-making and optimizing inventory control for its more than 400 products. Reporting that used to take hours is now five times faster, allowing for more accurate decisions aligned with market demand.

"We were in the time of 'The Flintstones' and we needed to evolve. Best Practices Consulting guided us through every step of the way to ensure that Dynamics 365 met our needs exactly. Now we feel like we're in the era of ‘The Jetsons’", says Silvia Cázares, Director of Sheló NABEL, reflecting on the impact of digital transformation.

“This growth demonstrates the effectiveness of Dynamics 365 and the value of our partnership with Microsoft. Sales grew by 17%, which is a record for us.”

Sergio Hernández Flores, Director, Sheló NABEL

+17% in sales redefine the business

The benefits of the new system were evident in the first two months of the year: sales reached unprecedented figures in the company's history.

"This growth demonstrates the effectiveness of Dynamics 365 and the value of our partnership with Microsoft. Sales grew by 17%, which is a record for us", says Sergio Hernández Flores, Director of Sheló NABEL.

The transformation goes beyond numbers. Automation and real-time data availability optimized demand planning. This has been essential for Sheló NABEL, as a family business, to maintain efficiency and meet growing demand.

Data-driven strategic decisions for more than 50 branches

With a network of more than 50 business centers, Sheló NABEL faced significant risks when making decisions without accurate information. Implementing Microsoft Dynamics 365 transformed their operations by providing access to real-time data, allowing for immediate strategic adjustments.

“We now have greater visibility into our costs and profitability. We can identify in which areas we are investing more and where we can optimize resources to strengthen the business”, explains Yareli Hernández Cázares, Member of the Board of Directors of Sheló NABEL.

Dynamics 365 also improved the company's responsiveness to unforeseen events. “The new system helps us detect and resolve situations faster, ensuring that our operations run more smoothly and our customers are more satisfied”, adds Sergio.

“I really like how Dynamics 365 maintains a detailed history of every customer conversation. Copilot enables the generation of automatic summaries that consolidate key information into a single paragraph, eliminating the need to read the entire conversation. In 5 seconds, whoever handles a case understands its context and can address it immediately.”

Yair Hernández Cázares, Partner, Sheló NABEL

AI to serve customers in seconds

With the implementation of Microsoft 365 Copilot and Dynamics 365 as its new CRM, Sheló NABEL is transforming the way it manages communication with customers and independent entrepreneurs, facilitating access to relevant information in a matter of seconds.

“I really like how Dynamics 365 maintains a detailed history of every customer conversation. Copilot enables the generation of automatic summaries that consolidate key information into a single paragraph, eliminating the need to read the entire conversation. In 5 seconds, whoever handles a case understands its context and can address it immediately", explains Yair Hernández Cázares, Partner of the company and advocate for modernization.

To improve service, the company develops indicators that detect the most recurrent challenges. “What matters most to us is using technology to optimize customer service”, adds Yair.

With vision and determination, Sheló NABEL has integrated AI and automation to strengthen its operation, make it more efficient, explore new growth opportunities and consolidate its leadership in the market. A step forward that reinforces their path to the future.

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