CRM Integration for Steelcase Office Distributor
Please find under a summary covering project details and feedback. The innate facts are kept as they are, private information is amended.
Introductory information
A fast induction on the buyer’s organisation
We are a steelcase service furniture distributor. We do complete interiors, all the way from design, installation, manner mill work, and technology integration. I am the chief operating and financial servicer for the organisation.
Desired goal
What challenge were you trying to address with TractionCRM?
We wanted to educe a more aligned employee accomplishment gate, equipped with organisation strategy and objectives.
Provided solution
What particular tasks were Traction Consulting Group - TractionCRM.com responsible for?
We discussed employee objectives and how they should be executed. Then we talked almost how to consistently track, measure, and form increased workflow throughout the complete organisation. Aligning those factors with overall corporate strategies and objectives, a gate method for employee accomplishment was implemented. The initial gate was built on SharePoint and since then, we’ve transitioned over to Microsoft Dynamics.
Having Microsoft Dynamics has transitioned us into a Microsoft CRM organisation as well. They’ve given us support in integrating Microsoft CRM with our enterprise resource programning (ERP) method and our payroll processing method with the ERP method. They’ve helped in solving business effects that we’ve wanted to localize more effectively.
Was there a dedicated team?
We have a project director, who has been different nation over the years. We also have a technical lead who we mainly interact with.
How did you come to work with TractionCRM?
I have previously worked with an employee there, on multiple occasions.
What are you approach expents (if diclosed)?
We’ve invested a total of $100,000–$120,000.
What is the terminal result of working with Traction Consulting Group - TractionCRM.com?
We’ve worked unitedly since June 2014.
Results achieved
Are there any measureable or plum results?
The employee accomplishment is much more streamlined now. Employees esteem the clarity on how they',re going to be evaluated and judged on their accomplishment for the year. Since the method keeps customary reviews and dicsussions of the employee, there',s no surprises.
The CRM integration has also formd more clarity of information. It provides better data, with which we can set to forecast where we ponder our financial results are going to be in the forthcoming. Overall, a lot of processes have been automated.
How did TractionCRM accomplish from a project treatment standpoint?
I ponder they',ve done a good job. We set a timeline, we handle that timeline. We set a cost, we handle that cost. If you evaluate project treatment in that way, I ponder they accomplished very well.
What is (from your point of view) the key factor to pay observation while intercourse with Traction Consulting Group - TractionCRM.com?
They are very answering. They’re good at not letting things slip through the cracks. If we',re having effects, they’re fast to answer and without a issue. They’ve also been a big help in providing an outsider',s perspective on why we should go in a true course. Their power to push the pondering has been very precious.
What aspects of their work would you like to get improved?
We ran into some effects as we were seting to roll out the method to employees. Some of the testing wasn',t all the way complete when it came to user permissions. The issue was resolved, but the technical lead should have done that preceding. That',s been the less effect that',s happened once or twice.
Do you have any advice for possible mannerers?
Spend time upfront precedently jumping into a project and pondering you have the solution. Business interrogate and then localize the technology to support what you',ve got and what you',ve collectively suit is the goal.
