CATEGORY
Industry: Trading (Chemical)
Location: New Jersey, USA
SOLUTION
Microsoft Dynamics CRM
Dynamics 365 CRM Implementation Services – Syscom Global Solutions (syscomgs.com)
BACKGROUND
CRM was being considered as a solution to the issue of key-person dependency and to enable management to gain a better overall view of sales activities.
REQUIREMENTS
Key-person dependency
Sharing details of sales activities
Managing progress on sales and post-sales activities
Improve reporting functions
RESULTS
The ability to visualize sales activities for each customer. With Email integration, management can now get details of a situation in a timely manner. With the ability to create quotes in CRM, it is now possible to see what is going on at each stage from opportunity to order, and see sales reports in real time.
WHY SYSCOM ?
During the pre-sales stage, they conduct a thorough consultation to discuss the needs of the client, and then offer a proposal that is easy to understand for a system that fits those needs.