Chicago Area Distribution Company Implements Microsoft Dynamics CRM

Logan Consulting Helps Chicago Area Distribution Company Improve Sales with Microsoft CRM.

The Client

Our client was established in 1933 as a small Chicago machinery repair shop. Since then, they have grown into a diversified machinery distributorship with multiple locations. They provide a vast array of pump, blower and compressed air products, systems and services to their customers in Eastern Iowa, Northern Illinois and Northwestern Indiana.

The Opportunity

The client had recently implemented an ERP system to handle order entry, shipping, invoicing, inventory control and the accounting functions. In line with their IT strategy, they were  then interested in reviewing a system to handle Customer Relationship Management (CRM).

The client used several disparate systems and manual based systems to handle its sales activities. These systems resulted in a lack of consistency and poor internal communication between customer service, product managers and the sales team. Furthermore, sales managers and marketing groups had difficulty developing timely and cohesive marketing programs. Finally, management lacks the ability to gather reports to analyze customer interaction and overall sales objectives.

The Solution

Our client chose Microsoft Dynamics CRM to handle their sales activities. Dynamics CRM met all of Amco’s requirements. They wanted their sales personnel to work seamlessly in Outlook while offline and be able to integrate with MS Excel. They wanted to be able to load data effortlessly on the fly and not have to engage IT whenever a change was needed with the interface. Microsoft Dynamics CRM enabled them to create Marketing Campaigns and qualify their lead base.

The Results

With one location for all customer records in Dynamics CRM this client improved their customer interaction and internal communication.

  • Using the Advanced Find functionality Logan Consulting created sales opportunity pipeline and forecast reports.
  • Collaboration of Account and Opportunity knowledge.
  • With Microsoft Dynamics CRM Off-Line capabilities Amco’s salespeople were able to leave the office with all their account information with them.