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A leading manufacturer of high-quality medical supplies in Florida, USA
Case Study
D365 Business Central and CRM implementation
The client is a leading producer of premium medical supplies in Florida, USA. They wanted to improve sales output and operational efficiency. The organization previously used QuickBooks and a variety of different systems. They were struggling to manage customer service, financial accuracy, and operations. We proposed and implemented Microsoft Dynamics 365 Business Central and Dynamics 365 Sales and Customer Service to handle these problems.
Business Challenges Faced by the Company
Objectives of the Implementation
With the following goals in mind, Dynamics Square proposed a complete solution to address the challenges faced by the organization:
Boost Operating Efficiency: Simplify processes and reduce mistakes through integrated solutions.
Improve Financial Accuracy: Boost financial accuracy by means of detailed reporting.
Track KPIs Effectively: Offer strong data for monitoring important performance markers.
Boost Sales Productivity: Increase efficiency and productivity within the sales team.
Professionalize Customer Service: Improve the quality of customer interactions and service.
Facilitate Employee Transitions: Simplify software transitions and reduce system-wide duplicating of work to help employee transitions.
Solutions Delivered: Microsoft Dynamics 365 Business Central and Sales/Customer Service
Business Central Implementation
- Improved finance, inventory, sales, marketing, procurement, project management, and warehouse management.
- Integrated True Commerce EDI for efficient order processing, improved shipping and logistics, warehouse systems, automated financial reconciliation, and payroll processing.
- The solution enhanced communication and scheduling and provided standard and custom Power BI reports for advanced data analysis.
Sales/Customer Service Implementation
- Implemented standard features including an account dashboard, outbound email campaign management, visitor tracking, lead generation, and customer quote management.
- Integrated with Business Central for smooth data flow and Outlook for improved email and calendar integration.
- The combination of these features and integrations simplified CRM processes and boosted overall productivity.
Benefits of the Reimplementation
Conclusion
Microsoft Dynamics 365 Business Central and Dynamics 365 Sales/Customer Service provided the client with a complete solution to increase operational efficiency, financial accuracy, and sales productivity. Integration of several systems enabled professional customer service and simplified processes, therefore positioning the business for ongoing development and success.
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