A large and reputable leasing/financing organization for big box furniture, mattress, electronics, and upscale jewelry stores had been experiencing explosive growth. This is a great problem to have; however, they were in a quagmire of growing pains. With over 200 employees in over 45 states, they knew they needed to manage their sales operations and processes more efficiently. The organization had been utilizing an obsolete homegrown system for their customer relationship management tool. They needed a proven, innovative method of tracking their expansive customer base and their sales and sales opportunities, and they needed to move into more advanced software to do so. After seeing a demonstration from The TM Group of Microsoft Dynamics CRM, the company realized that this robust platform was the exact solution to fit their ongoing needs.
The on-site implementation of Microsoft Dynamics CRM was approved and executed smoothly. Microsoft Dynamics CRM’s ability to integrate with all the other software applications they are using was paramount. Incorporation is the key factor here in order for all the company’s software (including Microsoft Dynamics GP) to run cohesively. The team needed the flexibility of adding and modifying custom fields, which is easy to accomplish using Dynamics CRM. The software they had previously used did not lend itself to customizations on the fly – tedious written code by developers was needed to alter the software, and it was a cumbersome task. An individual at their organization was chosen as the designated CRM systems professional so they could remain self-sufficient and independent.
An important benefit the organization gained with Microsoft Dynamics CRM is that they are now provided with superior reporting for their sales pipeline and forecasts, allowing them to track all their contacts, sales, and opportunities more precisely. User adoption has been fully embraced through comprehensive Dynamics CRM training that was provided for the entire team.
Future projects will encompass electronic document signature software that will streamline and enable their customers to complete the loan process efficiently and securely. The team will also be able to manage and program all their marketing collateral through Microsoft Dynamics CRM. Another venture will be to add a progressive sales and marketing automation application that works natively within CRM.
Now is definitely the time to consider an effective CRM and ERP solution for your company’s needs. 2014 is just under way, and The TM Group will architect a system designed specifically for the demands of your organization and budget. Please call us today at 888.482.2864 or visit our website for more information at
Authored by: Kelly Rose and Jennifer Swiderski, The TM Group, Inc.