DYNAMICS 365 CRM CONSULTING
How Powell Solutions Embraced Dynamics 365 As A Customizable CRM
Introduction to How Powell Embraced Dynamics 365
Founded in 1964 and based in Saint Louis, Powell Solutions provides custom chemical manufacturing equipment to users across the entire globe. Specializing in Sodium Hypochlorite (NAOCI) production and Chlorine (CI₂) processing equipment. Powell also offers services to chemical processors, toll blenders, distributors, contract packagers, and end-users.
To manage its complex operations and growing customer base, this is how Powell embraced Dynamics 365—streamlining processes while supporting a wide range of industrial, municipal, and consumer needs. Powell offers a variety of chemical systems and custom process designs tailored to specific requirements, including air treatment, filter, and scrubbing systems.
How Powell Embraced Dynamics 365 Challenges
Powell needed a Customer Relationship Management (CRM) system to better manage customer interactions and communications. Their clients rely on a wide range of customizable chemical products, equipment, and services. Powell delivers custom-engineered solutions that require complex installation, commissioning, and long-term support. With Dynamics 365, the team can actively track and manage all communication related to installation and ongoing support issues. Powell needed a CRM solution that could manage all communications around installation and support issues.
CRM Integrations
When introduced to Dominic Systems, Powell purchased and implemented Microsoft Dynamics CRM (On-Premises). To begin the collaboration, Dominic Systems first implemented an early version of the Dynamics 365 Connector for SYSPRO. For an example of the new integration, Powell was able to pass data from ERP to CRM, like creating RMA’s in SYSPRO from cases in CRM.
CRM User Coaching
Dominic Systems worked with Powell employees to ensure they were fully educated and engaged with the new system of Dynamics 365. Dominic placed and continues to place heavy emphasis on this step of CRM implementation, as sufficient user coaching makes certain that Powell gets the most success and use of Dynamics 365.
More recently, as Powell’s business began to evolve, their CRM system developed to Dynamics 365 (Online) and Dominic Systems fully supported the migration and applied all necessary changes required to the integration setup for a successful transition.
The Outcome of CRM Design, Integration, and User Coaching
Powell is now fully equipped and trained to use Dynamics 365 as their CRM. By embracing Dynamics 365, Powell has successfully been able to manage all customer interactions and custom orders in a CRM that provides all their customer information and orders. Dominic Systems is Powell’s primary Dynamics 365 partner and provides continuous support for the entire system. Dominic systems provides additional support for any enhancements and upgraded features for their CRM system.
Powell is extremely satisfied and pleased with their CRM implementation and continuous support, sharing that “Dominic Systems met our deadlines. Their ERP/CRM integration package is thorough. Their people are personable and professional.”
Learn more about how we can expertly tailor a CRM to your custom products!
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