The Client
The client is the developer of a patented onboard oil refining system that streamlines oil maintenance routines for large vehicles and industrial equipment.
Challenge
This business was a start-up with a compelling message to share to attract business. They also had a responsibility to care for the ongoing needs of their current customers by tracking the customer's assets relative to installation and maintenance of the equipment their product was installed on.
Solution
The client purchased Microsoft Dynamics CRM 3.0 to manage the customer facing information. They came to Harvest Solutions through a relationship Harvest Solutions has with another Microsoft partner that was already helping them with Microsoft Dynamics GP. Our consultants configured Dynamics CRM to meet the customer's requirements, imported legacy data and installed an integration solution between Dynamics CRM and Dynamics GP using Scribe Insight.
Results
Their remote sales team and installation teams can now access the data they need using disconnected and connected access to their client data. Important integrated sales and invoice data is immediately available for the sales team to analyze. Product installation records are now tracked by asset and company to improve the customer service offered by their organization.