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Microsoft CRM solution for a famous machinery distribution company---Integrate customer information and standardize market activity management

An equipment company was founded in January 2001 under the Australian Capital Equity (ACE) Group of Australia and which is one of the biggest Caterpillar dealers. Its business covers West Australia, New South Wales, Canberra, Northeaast and North China. The Australian branch has been engaged in distributing Caterpillar products for decades and it has always been rated as one of the most successful overseas Caterpillar dealers

 

Business Background

  The prevailing strategy of many companies includes winning by high quality and by famous brand name. Most entrepreneurs have realized that customer-oriented decision mode valuing customers is increasingly important. Well-known companies, in particular, international corporations put more emphasis on communicating with customers, furthermore, some takes various measures to set up the communication platform as to serving by hotline, website, customer club, dealer club, periodicals, etc., as well as some have organized CR management and service department.

Company Background

It is designated as the exclusive Caterpillar dealer in Northeast and North China for Provinces of Heilongjiang, Jilin, Liaoning, Hebei, Shanxi, Inner Mongolia Autonomous Region, the Municipalities of Beijing and Tianjin, covering a total area of approximate 400,000sq.km. At present, it has set up 25 branches in Northeast and North China as well as world-class equipment repairing and rebuilding center in Tianjin, it develops fast ever since with more than 1000 workers.

There are many problems with its further development: weak daily management, lacking in scheduled visiting plans, marketing event analysis, as well as principle to manage and control events, approval procedure and analysis platform in working capital, and so on.
 

     


Project Objective

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

  Support market event, convert market event to opportunity

  Sales representative and manager could apply scheduling, approving and visiting management

  Evaluate sales workers and managers by performance system

  Create report supporting decision-making analysis

  Consider Microsoft product as application foundation platform


Benefit from CRM

  Complete CRM message function for mobile integration of customer resources

  Accomplish unified management, control and analysis of customer information

  Manage sales group and standardize customer’s visit

  Standardize marketing event management, promote purpose and efficiency of marketing event

   
Implementation Goal


  Support team work and current data   

  Standardize sales procedure

  Develop sales process

  Maximize company value

  Support data and mobile integration

  Support SMS





 
 
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