CRM Software Logo

A panel of Microsoft Dynamics CRM/Dynamics 365 experts provide reviews and opinions to aid professionals with the CRM selection process.

 
 
Ryan Plourde, Crowe Horwath

How Dynamics CRM Helps a Christmas Tree Broker Enjoy the Holiday Season

Email | Print

The holiday season can make or break any distribution business, but a company that distributes Christmas trees has even more pressure to perform.

One of our Dynamics CRM clients is a Christmas tree broker. They need to manage the relationships between farms, trees, truck distributors, retail locations and orders. And they need this information quickly in order to take advantage of the short, but frenzied, holiday season.

They are using Microsoft Dynamics CRM with the AbleBridge Editable CRM Grid tool to keep track of the species and sizes of trees that they've ordered prior to the Christmas tree season.

They work with different farms and they need to see a list of types of trees and sizes as inventory. As they sell the trees they update the inventory within CRM and see the data grouped by species, or grouped by the farms they bought from as well as the outlets they distributed to.

The EditAble CRM Grid tool quickly allows the distributor to see where they're buying the trees and how much they've paid for them. Then they can look across species of trees, across the farms that they've purchased them from, to actually see how many of each they have in stock.  From a distribution standpoint this is huge because now they know what they can reserve for different retail places that will be reselling these trees.

This is not a business you would typically think of as using Dynamics CRM, but in fact it is a real life example that helps demonstrate the power of Dynamics CRM with EditAble CRM Grid for a distribution company.

Here is another example: How a Distributor Improved the Quoting Process in Dynamics CRM

To find out how you can use Dynamics CRM with EditAble CRM Grid to make your holiday season more enjoyable and efficient, contact AbleBridge at [email protected] or 877-600-2253.

By AbleBridge, Microsoft Dynamics CRM Gold Partner, www.ablebridge.com

Follow us on Twitter: @AbleBridge

Ask This Expert a Question / Leave a Comment

 

 
 
Show Buttons
Hide Buttons