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Microsoft CRM application in Delteq---Better information management

Better information management

Founded in 1990, Shanghai Delteq is a leading company in Shanghai, it has 400 workers and branches in Beijing, Sichuan, Guangdong, Zhejiang, and so on. It is mainly engaged in sales of IT hardware,covering those areas as education, pharmacy and public health, government, other companies, etc.

 

  
  Delteq exerts great efforts to succeed sales in the cutthroat competition. Moreover, it’s been recognized that company may making more profit from more goods for any company couldn’t make more profit from the transaction of small amount. Therefore, each GM pays great importance to wining customer, wining the market and maintaining stable market share.

The sales workers are responsible for lead, projection and bidding. And the business features of IT distribution companies contain delivery, check and acceptance and after-sale installation in terms of commerce and after-sale project. However, customer information and other crucial information, the key factors, are normally remembered by the sales workers or recorded in their PCs; the order, delivery and other information are recorded by the commercial workers and even filed; as well as the after-sale workers keep project implementation plans and solutions. All the information is recorded by different workers, thus needed customer information could not be available all at once, and brain drain also causes information losses.

 

 

 

 


Microsoft CRM MS CRM is of great importance to potential needs and max value of customers

  MS CRM plays an important role in realizing the max value of consumer’s demands and customers

  Support opportunity management, order management, delivery management, implementation management and payment management

  Evaluate sales workers and managers by performance system

  Create report supporting decision-making analysis

  Consider Microsoft product as application foundation platform

Performance

  Integrate customer information for better communication and data access

  Standardize business process and streamline management

  Enhance customer information with a view to lay a solid foundation for further development

  Ensure precise customer information, shorten reporting time and improve efficiency

  Response to customer’s needs quickly, feedback to related departments and mangers, pave way for winning customers and market



   
Implementation

  Support and concerns of high-level leaders is crucial in this stage, we arrange clear goals and which could pave way for future process and successful application of CRM according to reality.

  Pre-sale module phase: Project management   

  Sales module phase: Order management

  After-sale module phase: Delivery and project implementation management   

  Service module phase: Case and Key Number/code management

  Marketing event module phase

  Reporting phase



Our experience

  Integrate customer information

  Search project information through customer

  Standardize business process and streamline management

  Enhance customer information with a view to lay a solid foundation for further development

  Ensure precise customer information, shorten reporting time and improve efficiency

  Response to customer’s needs quickly, feedback to related departments and mangers, pave way for winning customers and market


IT distribution company in early stage could improve sales and management ability applying Microsoft CRM
 
 
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