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Microsoft Dynamics CRM

ArrMaz Products, LP

ArrMaz had a need to manage their Capital Acquisition Requests.  All requests were being handled on a spreadsheet managed by one person.  Communication on the status of requests and approvals was performed via email. As a result, the requisition process would often be delayed.  Management needed to improve the efficiency of this process.

What we did

Custom Solution Development

  • Capital Acquisition Request (CAR) – a pre-configured SharePoint workflow for management of capital purchase requests:
    Using standard SharePoint approval workflow & dashboards, team has a complete view of the approval process; where things stand and exactly what needs to happen next in the process. 
    • Managers can request more information prior to approval or if rejected, provide detailed explanations. 
    • The purchasing manager then uses the information to create the PO’s needed to fulfill the requests. 
    • Members from different departments are notified when their input in the process is needed.
    • Deployed through a web form, team members can contribute anytime, from anywhere.

The Outcome

Since deploying Capital Acquisition Request, ArrMaz has gained complete control over the status of all of their requests.  Requestors and managers now have the ability to monitor every step of the process and requests are no longer delayed waiting in someone’s inbox.

 

Breitling

When Breitling set out to open its flagship Manhattan retail store—the first in its 128-year history, it presented a need for a fundamental adjustment to their business management system, Dynamics GP, to incorporate new data, new uses for that data and many new layers of complexity.

What we did

Deployment

  • Microsoft RMS (POS System)

Integrations
Instantaneous and automatic updating of inventory transfers, sales orders and customer information.

  • RMS (POS) to GP
  • GP to CRM

Custom Add-on’s

  • Advanced RMA (aRMA)

Customized Dynamics

  • Matched workflows within Dynamics GP & CRM to actual company procedures
  • Andosi leveraged GP’s Field Service modules to create an equipment record at the time of purchase that links to the customer and to the specifi­c serial number so that the watch can be tracked when it comes in for service or repair eliminating the need to manually enter in GP.

The outcome

  • A POS (Microsoft Retail Management System RMS) that automatically shares data with Dynamics GP and CRM.
  • Detailed reporting, including control over GP’s native sales allocation methodology allowing income to be booked to separate ledger accounts to easily segregate revenue by product and sales location
  • Automatic tracking of each watch’s service record, warranty, serial number and ownership details without inconveniencing the customer or requiring significant data entry.
  • More efficient returns handling using aRMA

As of today, we still ­find that there was absolutely nothing that went wrong. It’s unheard of and shows the professionalism that surrounded the project.

–Sebastien Amstutz, VP of Breitling USA, Inc.

 

Hunter Warfield

A powerhouse in the revenue recovery industry, Hunter Warfield found themselves struggling to realize the promised benefits of implementing a Customer Relationship Management solution—a common problem in any organization. With growth potential projected to sky-rocket, executives knew they needed to sit down and iron out all their technology kinks before they could take the next steps in taking their company to the next level.

What we did

Workflow / Business Process Improvements

  • Detailed Requirements Analysis
    • Defined Sales & Customer Support processes
    • Detailed Documentation of workflows & processes

Dynamics CRM

  • Re-engineered/re-implementation of CRM
  • Customized CRM to actual Hunter Warfield processes

Custom Add-on

  • CRM Time Tracking – Track time sent within CRM to account for customer cost

Integration

  • Dynamics CRM to proprietary Production System

The outcome

  • Increase in user adoption / trust in the system
  •  Increased visibility:
    • Productivity of Sales Reps
    • Actual cost/time spent on each client
  • Fully integrated system, with little manual effort to maintain