Driving Growth: Visionet's CRM Solution Enhances Sales Efficiency and Customer Satisfaction in Distribution

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Client

The client is a renowned distribution company specialized in disposable products, serving various clients across diverse industries such as healthcare, food service, and hospitality.  

Challenges

The client faced difficulties in effectively managing its channels and fulfilling ever-evolving customer expectations. Additionally, the sales leadership encountered challenges in pricing, configuration, and gaining profitable insights. These severely affected the decision-making capabilities of the client hampering its operational efficiency and growth.  

Solution

The client partnered with Visionet  for implementing a comprehensive CRM solution to tackle its challenges effectively. A fully integrated centralized customer management, seamlessly integrated with their S2K ERP system in real time, optimized sales processes and differentiated between distribution and national businesses units. Custom CPQ tools in Dynamics 365 sales enabled precise quoting, while digital signatures accelerated agreements. Leveraging Power BI yielded numerous benefits for the client as the sales leadership gained access to real-time insights, enhanced productivity, and accuracy. Further it greatly reduced quote generation time and streamlined customer onboarding and sales tracing.  

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Estimated Time
1 min read