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?
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.
– 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!
Companies are increasingly turning to robust Customer Relationship Management (CRM) systems, like Microsoft Dynamics 365, because they need customer data to competitively enhance business operations and customer interactions. However, the successful adoption of a CRM platform hinges on quality data, including historical customer data, to tell the full story. This article will help you migrate your customer data into a new CRM using best practices. Best Practices for a Smooth and Effective Data Migration to Microsoft Dynamics 365 CRM 1. Thorough Data Assessment Before initiating the migration process, conduct a comprehensive assessment of your existing data. Identify the critical data fields, eliminate duplicates, and clean up irrelevant information. This not only streamlines the migration but also ensures that only relevant and accurate data is transferred to Dynamics 365. Your users will find the Dynamics 365 CRM system more useful. User adoption and engagement – key factors in success – will increase. 2. Data Mapping and Transformation Establish a clear mapping of data fields between your current system and Dynamics 365. Ensure consistency in data formats and structures. If there are discrepancies, implement necessary transformations to align the data correctly. This meticulous planning prevents data loss and maintains data integrity during the migration process. Management will get more useful reporting more quickly. 3. Data Backup Prioritize the safety of your data by creating a secure backup before migration. This precautionary step provides a safety net in case of unexpected issues during the migration process. Regular backups serve as a safeguard against data loss, allowing you to revert to the previous state if needed. 4. Engage Stakeholders Collaboration with key stakeholders is crucial for a successful data migration. Involve individuals from different departments to provide insights into specific data requirements and ensure that all relevant data is accounted for during the migration. This collaborative approach helps in creating a more comprehensive and accurate CRM database. It also boosts use engagement and adoption. 5. Data Validation and Testing Performing practice migrations with rigorous testing is paramount to identify and rectify any errors before the final migration. Validate data integrity by cross-referencing migrated data with the source system. There should be some reporting and/or analysis that can be run in both the old and new systems to verify that the numbers ‘stack up’. Conduct test migrations in a controlled environment to address any issues and refine the migration process iteratively. 6. Incremental Migration Consider adopting an incremental migration approach, especially for large datasets. Break down the migration process into manageable chunks, focusing on specific data segments or departments. This approach minimizes disruption to daily operations and allows for targeted troubleshooting if issues arise. 7. User Training and Communication Equip end users with the necessary CRM Success training to navigate and utilize Dynamics 365 effectively. Clearly communicate the migration process, timelines, and potential impacts to all relevant stakeholders. Proactive communication helps manage expectations and ensures a smoother transition. 8. Post-Migration Monitoring Monitor the system closely after migration to identify and address any post-migration issues promptly. Establish a support system to assist users with any challenges they may encounter. Continuous monitoring ensures a seamless transition and enhances user confidence in the new CRM system. Enhance the Success of Your CRM Data Migration Dominic Systems can help you migrate your CRM data using a meticulous and collaborative customized approach and our time-saving custom migration tools. Learn more about our migration services or book a free consultation to discuss your migration project.
Wildly variable supply and demand issues during the COVID-19 pandemic had an outsized impact on the North American manufacturing industry, creating significant shifts in consumer behaviour that manufacturers had to quickly adapt to. Customer service became even more important than usual. Here’s how to use a CRM system, such as Dynamics 365, to give your customer service capabilities a boost. How Does Dynamics 365 Improve Customer Service for Manufacturers? Quickly Identify Service Hotspots Specifically tailored to the manufacturing sector, Dynamics 365 streamlines the process of identifying service hotspots, enabling businesses to concentrate on quickly addressing the most important issues. Get Real-Time Status Updates A CRM for manufacturers provides real-time updates on the status of service cases, eliminating the need to constantly inquire with the ‘back office.’ Seamless Communication Between Departments Dynamics 365 facilitates seamless communication between departments, enhancing overall productivity and coordination. Customer Service Representatives (CSRs) and Field Service Technicians can instantly retrieve customer purchase details, serial numbers, service history and more (particularly if CRM is tightly integrated with ERP). Increase Customer Loyalty In today’s busy world, customers value businesses that prioritize efficiency and responsiveness. By utilizing automated processes like predictive analytics offered by Dynamics 365, companies can meet their customers’ needs promptly and increase customer retention. This kind of proactive problem-solving also helps improve the company’s reputation and foster stronger customer loyalty. Prepare for the Future of AI As leaders look to embrace AI, it becomes more critical than ever to prioritize having a data-driven business, fortified with digital and cloud capabilities. This approach will help organizations leverage generative AI as an accelerant to transformation. Why Manufacturers Need to Prepare for the Future of Customer Service Recent months have put a spotlight on advancements in Artificial Intelligence (AI), and the possibilities of its application to deliver pragmatic business outcomes. For organizations around the world, there is an incredible opportunity to enhance products and services. The pace and scale of technological innovation happening today is unprecedented and breathes optimism into what is in many other respects, very demanding economic times. From Rogers improving connectivity for Canadians through automation and AI to the Ministry of Education in the United Arab Emirates developing an AI tutor for students, the possibilities are both limitless and part of today’s realities. Companies leveraging Dynamics 365 — hosted on the most trusted, comprehensive and integrated cloud — are best positioned to take advantage of these advancements. Is Your Manufacturing Company Ready to Embrace the Next Generation of Customer Service? Schedule a consultation with Dominic Systems to learn how Schedule Consultation
Product Update: Dynamics 365 Marketing and Dynamics 365 Customer Insights are now one product under the Dynamics 365 Customer Insights name. In today’s competitive manufacturing landscape, manufacturers are no longer just producing goods, they are building relationships with customers who are increasingly discerning, seeking not only high-quality products but also personalized experiences. Manufacturers must adapt to this shift by focusing on customer-centric strategies. In this blog post, we will explore how Dynamics 365 Customer Insights, a powerful new tool from Microsoft, is transforming customer engagement in the manufacturing industry. Five Ways to Use Dynamics 365 for Customer Engagement in the Manufacturing Industry 1) Personalized Marketing Campaigns Create highly targeted and personalized marketing campaigns to target individual customers or specific segments by analyzing customer data, including purchase history and preferences. This level of personalization enhances customer engagement and increases the likelihood of conversion. 2) Seamless Multichannel Communication Interact with customers through various channels, including email, social media, and webinars, using a centralized platform to manage all these communication channels. This simplifies channel management and supports consistent messaging and marketing. 3) Marketing Automation Streamline marketing processes with automated email campaigns, lead nurturing, and customer follow-ups. Automation takes care of repetitive communications and tasks so that marketing teams can focus on strategy and creativity. 4) Lead Management and Scoring Convert prospects into customers with effective lead management and lead scoring capabilities that allow you to prioritize leads based on their likelihood to convert. When sales teams focus their efforts on the most promising opportunities, they can improve conversion rates. 5) Customer Insights and Analytics Gain valuable insights into marketing performance with robust analytics and reporting tools that allow manufacturers to make data-driven decision. By tracking campaign effectiveness and customer behavior, marketers can refine their strategies for better results. Easily Integrate Dynamics 365 Customer Insights With Your CRM Dynamics 365 Customer Insights seamlessly integrates with your Microsoft’s Dynamics 365 Customer Relationship Management (CRM) platform. This integration provides a unified view of customer data and interactions, enabling manufacturers to deliver a consistent and personalized customer experience across the entire customer journey. Learn more about Dynamics 365 Customer Insights Schedule Consultation