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Affiliated’s CRM team deployed a tailored Microsoft Dynamics CRM Online solution integrated with their MAS 500 ERP application. Affiliated customized the solution by writing key applications, including an automated Accounts Receivable (AR) notification system linking CRM, ERP, and Microsoft Exchange.
The new CRM solution also centralized data, from inventory availability to account information, in real time. Affiliated developed a sophisticated quote-entry system where salespeople can now use tablets to enter quotes, access inventory data, initiate shipping dates, and get accurate pricing — all from the field.
From an operations perspective, US SafetyGear has reduced outstanding receivables by 13 percent, adding a cash influx of $150,000-200,000 to the business in the first 90 days of implementation and reduced man-hours on collections by nearly 50 percent. From a sales and customer service standpoint, the company now has centralized account information and automated account ordering capabilities which has greatly improved customer service and overall response times.
By Mike Moran, Affiliated, Microsoft Dynamics CRM Partner and CRM Integrator, Columbus and Cincinnati, Ohio