Our CRM system is now being used to great effect and now provides us with a single view of our sales pipeline and business development activities. Brantas provided training in a structured manner that has enabled all users to quickly and effectively make use of the sales management system. This has now become an integral part of our day to day operations.

Bill Burns, Head of Sales, Capito Ltd

NEED

Capito needed to centralise the collection of their sales information from a collection of disparate systems used by different regions into a unified customer relationship solution with the capability to report by sales territory.

BUSINESS CHALLENGE

Brantas had to deliver a customer relationship solution that could appease the traditional beliefs of a seasoned and successful sales force. Our main challenge was to create a sales management solution that could facilitate quick data entry for sales staff whilst also providing a clear transactional history between Capito and their customers. Sales management also wanted to reduce the time to create a sales pipeline report for all sales territories.

SOLUTION

We knew Microsoft Dynamics CRM provided the technology base that could meet Capito’s requirements. We implemented a simple sales process that allowed all sales staff to enter opportunities quickly without leaving the familiarity of Microsoft Outlook. We authored reports that were consistent with Capito’s management reporting system and provided meaningful information to aid decision making.

RESULTS

• Increased business insight
• More accurate reporting
• A transparent sales process
• Better decision making capability