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.
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Mobile Software

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

Technology is a hard nut to crack so better we help technology work with you and for you.

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