23 Jan Case Study: Fitflow ( Fire Equipment ) | Quote Manager CPQ for Microsoft Dynamics 365
CASE STUDY: Fitflow ( Fire Equipment )
- South America
- Dynamics 365
- Quote Manager CPQ
Christian Sulaque at Fitflow said:
Finally, we have a quoting solution in Dynamics where the sales team have no excuse to not quote in the CRM system.
Company profile
Fitflow are providers of fire protection products and training across South America
What were the challenges?
We have been using Microsoft Dynamics for a number of years, we synchronise our products from various ERP system into Microsoft Dynamics.
The problem is that the standard quoting experience in Dynamics does not meet the needs of the sales team, so over time the sales teams have migrated back to using word and excel.
It was difficult to get a clear metrics of the number of quotes raised and the win loss ratios by sales team as the information is buried in excel and word in folders.
There was no clarity on if / when quotes were being followed up as this was not visible.
The Solution: Quote Manager CPQ
We contacted CRM Dynamics and they showed us their Quote Manager solution.
Christian Sulaque at Fitflow said:
The capability of the system meant that the sales team have the flexibility to control the structure of the quote the way they would do as if it was Excel.
It was critical that the solution was 100% in our own Dynamics system both in terms of our ability to modify the system using standard Dynamics skills. Plus we did not want any of our data residing in any external service, Quote Manager data is held completely in our own Dynamics system
The project was completed on time and on budget. We found the delivery team to be very flexible and responsive to the inevitable project complications that can arise
Benefits
- Sales Now have to use Dynamics to Quote - Quote Layout features of Quote Manager give the sales team the control then need so that they have no excuse not to use the CRM system to quote.
- Quotes are followed up - As there is complete visibility on our quotes we can ensure that Quotes are followed.
- Key Metrics can be measured - Now we can get accurate metrics from our quoting process
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