PRIMETOOL chose the Microsoft Dynamics 365 Customer Engagement software - Sales module, to support the sales team in managing customers and lead contacts, and to have all the information recorded in one place, permanently updated and accessible from anywhere.

The main challenge of this project was to implement a solution that would be useful for all commercial consultants and that would facilitate the process of updating the internal database, motivating the team to record all the relevant information for each phase of the sales cycle, so that if you missed any details.

Profile

       Company: PRIMETOOL - PRODUCTION OF ELEMENTS OF COMMUNICATION, LDA. 

       Location: Torres Novas, Portugal 

       Sector: Advertising and Communication 

       Products and Services: Design and production of communication and advertising elements 

       Solution implemented: Microsoft Dynamics 365 Sales 

About PRIMETOOL

Company specialized in the production of equipment for institutional communication, such as illuminated signs, signage, exhibitors, monobloc complaints, digital printing, merchandising, digital panels and billboards.

PRIMETOOL conceives effective and creative solutions, where technology, innovation and design are the philosophy assumed by a cohesive team where the human factor is the key to success. Accumulating more than 35 years of experience and know-how of the Filipe Faria Group, the company has evolved strongly in solutions for the B2B market.

Challenge

“One of the great challenges of our sector is, without a doubt, the great competition we face, business after business. And so that we can face this competition and always be prepared for the challenges of our customers, we need to have information about our customers always registered, updated and accessible anywhere” – Sara Faria, PRIMETOOL Commercial and Marketing Department.

With the growth of the company, PRIMETOOL felt the need to introduce a tool to support the commercial team in the management of contacts and potential customers.

“Updating the database about our customers has always been one of our biggest problems. As we work with internal servers, this information always ends up only being available when we are in the office, making it difficult, in part, for the commercial to spend the day on the street and need to access the client's history, ongoing business, among other information.”

Goals

The main objectives of PRIMETOOL with the implementation of the solution were:

• Have an updated customer and business database available anywhere outside the office;
• Offer to the commercial team the possibility to do a follow-up work on the ongoing business with greater ease;
• Have a personal agenda of activities and tasks available anywhere outside the office;
• Make more real and detailed analyzes of the department's sales.

Approach

Considering the needs and objectives of PRIMETOOL, Hydra iT's team of consultants implemented the Microsoft Dynamics 365 Sales solution in the company, providing the commercial team with web and app access for tablets so that they quickly access the information of their businesses and Customers and register relevant information for each sales cycle.

To allow the quickest adaptation to the Dynamics 365 Sales platform, Hydra iT carried out the initial migration of Accounts, Contacts and Opportunities.

Results

“We undoubtedly have an updated customer and business database available anywhere outside the office.”

With the Microsoft Dynamics 365 Sales solution, PRIMETOOL's commercial and marketing team now has the entire database of customers and businesses updated and available anywhere, even outside the office;

The work of the commercial department is more organized and fully documented, with the guarantee that they do not lose relevant information, as well as the follow-up work of the ongoing businesses started to be carried out with greater ease and efficiency.

In general, there was an improvement in the working methods of each person within the department, and the personal agenda of activities and tasks is a great asset for the coordination of activities and tasks of each member of the sales force team.

“The performance of the Hydra iT team was very good, always very attentive and concerned with adapting the solution to our working methods that have been used for many years, when we would think it had to be the other way around. Obviously we recommend the services of Hydra iT” – Sara Faria, PRIMETOOL Commercial and Marketing Department.

Dynamics 365 Sales - The CRM that will modernize the management of the sales team's tasks and increase sales volume

With over a decade of experience implementing CRM solutions for customers in different sectors of activity, we help companies to leverage their resources.

This solution is chosen for its speed of implementation, ease of integration with other systems, for allowing customization of features and for being recognized by our customers for their excellent cost-benefit.