Microsoft Dynamics CRM gives you the capability to easily create and maintain a clear view of customers from first contact through purchase and post-sales. Microsoft Dynamics CRM helps you drive consistent and measurable improvement in everyday business processes.
The company helps organizations achieve business results through superior sales, customer service, leadership and teamwork. AchieveGlobal Canada was a subsidiary of its U. Its customers are mostly found in the top half of the Canadian Fortune The Challenge The company has a complex inventory model, with highly configurable kits, bills of materials and third party warehousing; and the warehouse staff have no knowledge of the constraints and rules regarding kits and assembled packages.
In addition, the company has a number of complex, multi-layered customer contracts. These determine pricing based a number of variables relating not only to the customer and product, but also the type of order and a number of other circumstances.
Until the change of ownership, they were using their U. When the sale of the franchise was announced, the company was given a three month deadline to find and implement a replacement system. An intensive project was mounted to perform a detailed needs analysis, develop custom features where necessary for the unique inventory and contract requirements, test, train end users, define business procedures, and perform extremely complex data conversion.
A project of this magnitude would usually take place over 5 to 6 months, but Achieve had less than three. By using the strengths of Solutions Accounting and the Microsoft Access environment, and tapping in to the Excel skills already existent at Achieve and the tight integration between Solutions Accounting and Excel, Achieve was able to go live on time with real, up to date converted data, and all the necessary complex business rules were accommodated.
Limited functionality screens were added for remote access by the third party warehouse.
Due to the immense flexibility of Solutions Accounting and the knowledgeable staff at Blue Link, we were able to customize the system to meet our needs. Subscribe to Blog via Email Join other subscribers.Case Study: Defense contractor Microsoft Dynamics CRM implementation, re-mapping of the sales & quoting process, & a custom integration with Epicor ERP Posts about Microsoft CRM written by Andre Margono.
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Work and Study book – Dynamics (CRM) Blog Recently I worked on a demo to showcase Dynamics Service (case management) capability.
Sharing my Journey with Microsoft Dynamics Business Solutions. Microsoft Dynamics Case Study Microsoft Dynamics Manufacturing Capture new opportunities across your business when you bring people, data, and processes together with Microsoft Dynamics , an intelligent cloud based application that unify CRM and ERP capabilities to help you run your business .
Many of our clients include manufacturing and distribution companies that we’ve worked alongside implementing CRM and ERP solutions.
From our work with these companies, it became clear that there was a definite need for a comprehensive warranty management and product repair solution that was capable of supporting these needs. Case Study: PRO Sports Club | Health Club "We look forward to every new Microsoft product upgrade, as they never fail to improve our IT department." which integrates into the business portal.
The original solutions deployed by The Resource Group gave PRO Sports Club increased controls, improved accuracy, smoother integration, enhanced.
Microsoft Dynamics CRM Customer Success Stories: Full Case Study [PDF] Microsoft Dynamics CRM Gives Foreign Currency Exchange Company a Degree View of Customers and Business Operations "Microsoft Dynamics CRM provides Associated Foreign Exchange the necessary functionalities for enhancing sales efficiency and .