2. D365 for Sales & Customer Service implementation at Manufacturing company, USA
2. D365 for Sales & Customer Service implementation at Manufacturing company, USA
The company is established in 1986 and manufacturing plumbing and electrical equipments with base in USA. Their client base includes commercial and residential builders and architects.
About Company
They deployed D365 for Sales & Customer Service to improve the overall visibility across sales and customer service specifically.
Implemented Modules of CRM
Implemented Features from D365 for Sales:
1.Leads, Opportunity, Accounts, Contacts, relationship cycle workflows
2. Orders & Quotes
3.Dashboard reports
Implemented Features from D365 Customer Service:
1.Customer Complaint Management Module
2. Service Agreements
Pain Areas
- Manual entry process via excel sheets ; difficult to manage all sales & service data across the company due to lack of automated CRM system
- No system to manage sales and service agreements
- Wastage of time in repetitive tasks and decrease of employee productivitys
Key Benefit Areas:
- Access to real time accurate data and increase in employee as well as client satisfaction
- Easy to navigate interface allowed client to invest more time in productive work and keep momentum with the new system
- Easy to navigate interface allowed client to invest more time in productive work and keep momentum with the new system
- Real time information on mobile devices allow employees to work from anywhere everywhere while making sure to satisfy client needs