Dynamics 365 CRM Consulting
See How Lee Spring Optimized Their CRM for Highly Custom Manufactured Parts
July 4, 2022
Introduction to Lee Spring
Lee Spring is a manufacturer of stock and custom springs and has developed its company to serve countless different businesses and customers. Their sales and operations cover the globe in countries such as the United States, Mexico, China, India, Germany, and the United Kingdom. Lee Springs has over 25,000 stock products and each of which has 25 quantity-break price levels in multiple currencies in each jurisdiction. Customers also have the customizable option to order springs that specifically meet their needs. Lee Spring is heavily customer-oriented and therefore requires a smart and efficient system that is able to maintain its customer engagements.
Challenge
Prior to hiring Dominic Systems as a trusted advisor, Lee Spring required a strategic systems plan for efficiently managing all of its customer interactions. Lee Spring needed a system that would help its team excel in customer interactions while maintaining a smooth and efficient flow of operations. The system also needed to keep track of a large variety of projects. Dominic Systems was ready to help with a strategic plan centred around Dynamics 365 Customer Engagement, a Customer Relationship Management (CRM) system.
CRM Solution Design
To begin this collaboration, Dominic implemented Dynamics 365 Customer Engagement and integrated it with SYSPRO so that all the product information could be tracked alongside customer information. Since Lee Spring offers customers the ability to order their own customized springs, it was important that there would be a solution that covered all the product variations; for an example, each Stock Spring has 50+ specifications such as diameter, length, max twist, etc.
Dynamics 365 was able to keep track of all the product variations, and even had features for measuring in imperial or metric units, along with a price breakdown of the springs by quantity. Dynamics 365 also supports multiple different languages and currencies within the system and even meets important regulatory requirements such as ITAR.
CRM Integrations
To fit in with Lee Spring’s various customer touchpoints, the CRM also required extensive integrations with Gatekeeper, eCommerce websites, Lee Design, and other in-house systems. The Dynamics 365 Customer Engagement implementation would now be a central repository for all the data, essentially ‘one version of the truth.’
CRM User Coaching
To begin the journey of Dominic Systems as Lee Spring’s trusted advisor, the user of the CRM system was primarily the Customer Service Team. As time went on, the usage extended to the Marketing Team as well. To be noted, there were also several acquisitions of other spring manufacturers.
The Outcome of CRM Integration and User Coaching
Dominic Systems continues to act as a trusted advisor to Lee Spring to this day, after years of a successful relationship. Dynamics 365 is now a mission-critical core component that helps Lee Spring process customer orders with little to no human involvement regarding stock orders—business processes have been efficiently automated!
Lee Spring is very happy with the CRM implementation, telling us “The Dynamics 365 Connector for SYSPRO has allowed us to share critical data across all departments. Accurate data improved our customer service quality and increased sales.”
Learn more about how we can effectively tailor a CRM to your custom product inventory!
Share Article
Related Blogposts
Bringing 3-1-1 Solutions into the 21st Century with Maptaskr
In today’s data-driven world, efficient and streamlined 3-1-1 solutions are crucial for local governments and service providers. Maptaskr, a comprehensive geospatial and location intelligence solution, offers a powerful way to modernize and optimize 3-1-1 services. The Problem with Custom-Built Solutions Traditionally, many organizations have relied on custom-built 3-1-1 systems. However, these solutions often suffer from limitations: Limited Adoption: Custom solutions are tailored to specific organizations, resulting in fragmented adoption. Maintenance Challenges: Maintaining and updating custom software can be resource-intensive. Lack of Scalability: Custom systems struggle to scale efficiently as demand grows. Leveraging Industry-Leading CRM Maptaskr integrates seamlessly with Dynamics 365 and Power Apps, Microsoft’s industry-leading CRM platforms. Here’s how it enhances 3-1-1 services: 1. AI-Powered Insights Maptaskr leverages AI to analyze data and provide actionable insights. Predictive analytics can help identify trends, allocate resources effectively, and improve response times. 2. Mobility Field agents can access Maptaskr on mobile devices, enabling real-time updates, efficient routing, and better communication with citizens. 3. Scale and Reliability Dynamics 365 and Power Apps offer robust scalability and reliability. Maptaskr ensures that your 3-1-1 services can handle increased demand without compromising performance. Integrating GIS Data Maptaskr goes beyond basic mapping. It integrates GIS data directly into the core of your 3-1-1 operations: 1. Spatial Context By overlaying geographical data (such as maps, boundaries, and infrastructure) onto service requests, Maptaskr provides a holistic view. This context helps agents make informed decisions. 2. Efficient Resource Allocation GIS data allows for optimized resource allocation. For example, during emergencies, Maptaskr can route field teams based on proximity and real-time traffic conditions. 3. Enhanced Citizen Experience Citizens benefit from accurate location-based information. Whether reporting potholes or requesting services, they receive timely and relevant assistance. Maptaskr revolutionizes 3-1-1 solutions by combining geospatial intelligence, CRM capabilities, and seamless integration. It’s time to embrace modern technology and empower your organization to deliver exceptional 3-1-1 services.
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>
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