Dynamics 365 CRM Consulting

Samson Rope Case Study: Integrating a Quoting System

April 19, 2023

If you are looking to increase profitability and reduce costs with a CRM Quoting System, this story is for you!

Background: Who is Samson Rope and What Do They Do?

Samson Rope

is a manufacturer and supplier of innovative synthetic rope solutions to customers across a multitude of industries, including mining, craning, defense, and utility. Samson Rope aims to deliver top-notch customer service by completely understanding its customers’ operations, rope needs, and challenges. Samson Rope’s Fabrication Department created a custom quoting system for calculating the complex components and costs that go into their fabricated rope products.

Challenge: The Custom Quoting System Involved Manual Efforts

In order to use the Custom Quoting System, teams had to perform multiple manuals, and repetitive tasks using different systems, including the sales team, the scheduling team (using SYSPRO) and the internal team (using the Custom Quoting system). This resulted in delays, additional costs, and undue stress.

“It took our team 7-8 minutes to use the custom quoting system, then enter the same information into CRM and then again in SYSPRO when it was time to use those same specs for an order.” – Samson Rope (Dean Haverstraw)

Solution: Integrating the Quoting System

To help the sales team save time, we coordinated with the Samson Rope Fabrication Department to support the functions of the Custom Quoting System using the Quoting System. The end result is a system that flows seamlessly between CRM, the Custom Quoting system, and SYSPRO. With a single ‘click’ of a customer order, the Connector for SYSPRO creates the required Inventory Items AND their associated Bills of Material and Routings, AND then the actual Sales Order. Processing time is reduced from hours to seconds.

Integrating these systems required a complex set of integration steps, each of which depended on the results of the prior steps.

Results:

– Eliminated a lot of manual effort such as rekeying

– Significantly reduced human/rekeying errors

– Reduced wasted time

– Lowered costs

– Fast and secure order processing

The Bottom Line

Once we activated the new integrations, we immediately saw a reduction in time to process orders. We are also able to track the accuracy of our quotes and flag costing exceptions or other anomalies so our quotes will become even more accurate in the future.

“After integrating the Custom Quoting System with the Quoting System and SYSPRO, all this manual re-entry was eliminated. Saving 40-50% of the overall entry time. It just pulled in the information for our teams to start using immediately. We could deliver feedback, orders, and answers to inquiries with record turnarounds.” – Samson Rope (Dean Haverstraw)

Interested in streamlining sales processes using a Quoting System?

We are eager to help deliver the same results as this Samson Rope project.

Learn more about how we can support and manage your customized integrations with our integration services.

Please schedule a free consultation and take advantage of your CRM capabilities!

Share Article

Related Blogposts

Dynamics 365 CRM Consulting
Continuous Improvement Ideas for Manufacturing Using Dynamics 365 CRM

The world of Dynamics 365 CRM continues to evolve, and with it comes the imperative need for manufacturers to stay ahead through continuous improvement. This blog explores the cutting-edge strategies and considerations that manufacturers can take using Dynamics 365 CRM for continuous improvement.   Five Ways to Use Dynamics 365 for Continuous Improvement   Get Deeper Process Improvement Insights With AI-Powered Data Analysis Explore how artificial intelligence is revolutionizing the data analysis process, automating everything from Lead Scoring to Prospecting, leading to more efficient use of Dynamics 365 and increased accuracy in customer interactions. Increase Productivity With the Dynamics 365 2024 Release Wave 1 Updates Let Microsoft do some of the work for you! Leverage the newest features being introduced in the Dynamics 365 2024 Wave 1 updates, such as AI functionality like Microsoft Copilot for Sales and enhanced Customer Insights (Marketing) Journeys. These new capabilities can significantly increase productivity with minimal effort on your part.   Customize Your CRM With Low-Code/No-Code Solutions Explore the growing popularity of low-code/no-code platforms for customizing CRM entities, fields, workflows, and approvals enabling organizations to tailor their CRM systems without the need for extensive coding.  These tools for Dynamics 365 are all available under the Power Platform and a lot of their capabilities are available to you at no extra charge. Enhance the User Experience With User-Centric Design and Training Focus on the importance of the CRM user experience. User-centric design principles and targeted training programs contribute to successful CRM adoption. “Engaging End Users Early and Often” is one of the core tenets of our CRM Success Methodology. Reviewing how end users are engaging with your CRM can often reveal simple changes that will improve their experience and increase productivity. Learn From Dynamics 365 Community Insights Take advantage of the real-world case studies and insights from the Dynamics 365 CRM community, highlighting best practices and lessons learned from successful CRM implementations and projects. We encourage all our clients to join the Dynamics 365 CE / CRM group at Dynamics Communities.   Navigate the Future of Dynamics 365 CRM Successfully If you’re a manufacturer striving to harness the full potential of Dynamics 365 CRM in 2024, a forward-looking and strategic approach is essential. Contact the team at Dominic Systems to learn how we can support your journey to continuous improvement. <Schedule Free Consultation>    

Dynamics 365 CRM Consulting
Latest Microsoft Dynamics 365 CRM Features to Revolutionize Your Business in 2024

As we step into the promising realm of 2024, it’s the perfect time to reevaluate and elevate your technology stack and how Microsoft Dynamics 365 CRM fits into it. In this blog, we’ll explore how you can harness the latest features of Dynamics 365 CRM to revolutionize your operations and propel your business to new heights in the coming year.   1. Streamlined Customer Relationship Management: Manage and nurture customer relationships effectively with Dynamics 365 CRM. The latest features and updates ensure a seamless customer experience, from lead generation to after-sales support. 2.  Enhanced Automation for Increased Efficiency: Boost your team’s productivity with the latest automation within Dynamics 365 CRM. CRM automation  can help streamline repetitive tasks, allowing your workforce to focus on more strategic and value-driven activities. 3. Integration for a Unified Ecosystem: Unify business processes with the integration capabilities of Dynamics 365 CRM. When you integrate your Dynamics 365 CRM with other Microsoft applications, you can build a cohesive ecosystem, breaking down data silos and providing a holistic view of your business operations. 4. Data-Driven Decision-Making: In the age of data, make informed decisions by harnessing the analytical power of Dynamics 365 CRM. Delve into the reporting and analytics tools that offer valuable insights into customer behaviour, market trends, and overall business performance. 5. Scalability and Flexibility: Ensure your CRM evolves with your business to adapt to your growing needs. Dynamics 365 CRM brings scalability and flexibility to the table. 6. Collaboration and Communication: Enhance collaboration among your team members by leveraging the collaborative features of Dynamics 365 CRM. Uncover tips and tricks for seamless communication, document sharing, and project collaboration within the CRM environment.   Position Your Business for Success and Growth in 2024 With Dynamics 365 CRM As we embrace the opportunities that a new year brings, Microsoft Dynamics 365 CRM stands as a key player in transforming the way businesses operate. By staying updated on the latest features and functionalities, you position your business for success and growth in 2024. Revolutionize your approach to customer relationship management, automation, and data-driven decision-making with Dynamics 365 CRM, and embark on a journey toward a more productive and prosperous year. Schedule a free consultation

Dynamics 365 CRM Consulting
How to Use Microsoft Dynamics 365 for Christmas Campaigns: A Holiday Guide for Businesses

How to Use Microsoft Dynamics 365 for Christmas Campaigns: A Holiday Guide for Businesses   How can you make the most of Microsoft Dynamics 365 this holiday season? In this festive blog post, we’ll explore four ways Dynamics 365 can bring joy to your business operations during the most wonderful time of the year.   Four Ways to Use Microsoft Dynamics 365 During the Christmas Holiday Season   Automate Your Holiday Campaigns Automate holiday-themed campaigns, from personalized email greetings to targeted promotions, using Dynamics 365 Marketing to help ensure your messages reach your target audiences.   Sleigh Through Sales with Dynamics 365 Sales Optimize the sales process during the holiday rush with Dynamics 365 Sales, using lead management to close deals efficiently and real-time insights to empower your sales team to make data-driven decisions.   Spread Cheer With Customer Service Keep up with customer inquiries during the busiest season with Dynamics 365 Customer Service, using AI-driven chatbots with a knowledge base integration to address customer inquiries promptly.   Supply Chain Magic with Dynamics 365 Supply Chain Management To meet increased demand during the holiday season, use Dynamics 365 Supply Chain Management to support inventory management, order fulfillment, and logistics optimization.   Get a Holiday Helper With Dynamics 365! Dynamics 365 is not just a business solution but a holiday helper, streamlining operations, and enhancing customer satisfaction. Book a free consultation and ask us how to leverage the power of Dynamics 365 to make this holiday season the most successful yet for your business.   Schedule a free consultation