Distributor Transforms Reporting to
Analyze Sales Patterns and Fuel Growth
Business Challenge: Company growth overwhelmed reporting
process
Technical Supplies International Company LLC (TECS), an Omani-based industrial
products distributor, has always understood the value of the data gathered through
the sales process. When TECS was a smaller company, Excel worksheets provided an
adequate solution to support sales activity analysis.
Solution Design:
Microsoft Dynamics CRM Online
With the help of IOTAP,
TECS evaluated the
potential fit of Microsoft
Dynamics CRM Online.
One of the clear
strengths of Dynamics
CRM is the robust
reporting capabilities —
both out of the box and
easily customized.
Integration with MS
Outlook ensured that sales
coordinators could use a familiar working tool for entering data. Email
communication regarding a Lead, Opportunity or Order could be stored within
Dynamics CRM system attached as a reference to the entity. This ensured that if
management wanted to refer a particular order, all information could be found in a
single place.
Solution Benefits:
Easy reporting with full
analysis capabilities
IOTAP worked with the TECS sales and management
team to implement Microsoft Dynamics CRM Online.
While TEC’s sales process has historically been effective and streamlined, IOTAP’s
implementation of Dynamics CRM with fined tuned reporting ensures that TEC will
continue to improve and excel.
- Virtually eliminate data entry errors.
- Track leads and opportunities from inception to closure.
- Have sales coordinators assign follow up tasks as
reminders with lead, opportunities or orders.
- Provide management with accurate and extensive
reporting that allows for analysis without any
limitations.
- Take proactive actions to improve sales processes and outcomes.
- Provide management with an accurate sales pipeline showing high level view of
the leads, and opportunities in various sales stages.
Transform your sales and marketing with IOTAP
IOTAP is a Microsoft Gold Partner with highly trained and certified Microsoft CRM
architects, developers and implementation consultants. As an STPI member, we
meet the strict requirements of the Government of India for software development.