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Home / Case Studies / Dynamics 365 Customer Engagement Implementation Helps a Chemicals Supplier Streamline the Workorder Approval Process
June 29, 2020 - by Synoptek
Services: Dynamics 365 Customer Engagement
The client supplies chemical solutions to customers across several markets and has a huge sales team with over 700 resources. The client used a basic SharePoint system to carry out day-to-day sales operations, with no dedicated CRM system provide exact quotations to customers. However, since the approval process was extremely complex, comprising sales reps, managers, regional presidents, COOs, finance and more, several levels of approvals were needed.
The client had a quotation management need and was looking to embrace features across pricing and discounting, so it could provide customized discounts to specific customers based on contract. Since the SharePoint system only offered a limited set of sales capabilities – and no advanced sales features – the chemicals supplier wanted a process-oriented system in place – with proper approval flow – to streamline the quotation approval process and boost overall sales efficiency.
The client partnered with Synoptek to help enhance the quotation approval process as well as improve the efficiency with which the sales teams manages workorders and cases.
Given Synoptek’s experience and expertise in CRM, we recommended implementing Dynamics 365 Customer Engagement to streamline the complex quotation approval process and make it easy and convenient for the supplier’s sales team to manage customers and optimize sales.
As part of the engagement, we carried out several activities for the client:
Under Synoptek’s guidance and support, the chemicals supplier was able to achieve several business benefits through Dynamics 365 Customer Engagement implementation including:
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