Company Profile
Business Segment
Chemical Manufacturer
Company size
1000+ Employees
Key features
Quotations, Office 365 integration Case management
CHALLENGE
Client is a pioneer in supplying cleaning solutions to businesses across several industry segments. Initially, Sales team use basic Excel based contact lists hosted on their internal portal to manage prospect management, client appointments, customer correspondences (phone, email, telephone conversations etc.). Day to day operations became a hassle as their business grew and felt a lack of centralized application to manage customers and keep pace with digital innovation around them lacking integration with social media and document real time document sharing such as e-invoice, quotations and approval process.
SOLUTION
Client’s major concern was customer quotation management and approval process. Neoteric365 proposed Dynamics 365 Customer Engagement to integrate all islands of manual process. Following are the organized approach:
- Setup Dynamics 365 Customer Engagement cloud hosted system
- Setup Prospect, Customer, Bid features and email integration
- Setup Customer quotation and approval matrix
- Data migration from excel to new CRM system
- Train customer support team to work with case management
- Create custom dashboards
RESULT
- After an initial struggle with the new system and tailored training program customer support team felt the ease of use of latest CRM features
- Flexible approval process and very intuitive and rich email notifications
- Pricing team have streamlined control over their daily process
