In this Acceleration Case Study, learn how Triosim, a paper manufacturing company, improved its sales process by using Dynamics 365 Sales and Service. In 2015, the merging of several companies resulted in the creation of Triosim. They needed to find a way to implement a process for managing client relations. Additionally, Triosim needed the solution to improve the sales process while unifying the client base under one system. Read how Triosim accomplished this by partnering with Velosio.
Business Challenge – Finding a Way to Better Manage Sales Process
The merging of multiple businesses formed Trioism to create a wide-ranging network of companies. Within this network, these companies held extensive knowledge and experience in managing pulp, paper, and other industries. Because of this merger, numerous brands with similar customer bases united. It also enabled them to better meet the needs of their customers by aligning manufacturing, fabrication, and welding under one business. However, Triosim needed to track client relationships before building a team to help manage and develop these relations with each customer.
Triosim had to understand how to manage the sales process for six brands. Furthermore, the company had to manage more than 25 sales engineers while combining several existing sales processes. In addition, they needed to recreate the sales process that offered the best results from the previous organizations. Creating a future-proof CRM platform while giving sales reps the tools to be successful was another top priority. Ultimately, Triosim needed to implement a system that could support its growth while giving it the best chance to succeed with end-to-end capabilities.
Software Solution – Dynamics 365 Sales and Service
When determining the ideal solution, Triosim worked with Velosio, an IT service managment company. Velosio helped Triosim in identifying the best sales processes to implement while working with such a diverse range of clients.
After much contemplation, the team landed on using Dynamics 365 for Sales and Service. This system would help them in unifying client relationship management through a standard process. By using this approach, it resulted in a simple-to-use system. Furthermore, the system helped boost the efficiency and productivity for each user.
Implementing Dynamics 365 for Sales and Service enabled sales engineers to gain greater visibility into their existing client pipelines. This remains one of the main keys to success for Triosim. Also, the project team can easily collaborate while following up on quotes and proposals to provide a much better customer experience for the entire client base. Because of Dynamics 365, the sales team can enter information quickly by using the mobile app. Access to quotes and proposals in real-time from any location provides better communication between the sales team and each client. These different benefits only further highlight why implementing Dynamics 365 Sales and Service was an excellent choice for Triosim that improved the entire sales process.