The brief

The brief

 

PJ Valves is a leading supplier of industrial valves to the On and Offshore Oil, Gas, Petrochemical and Power industries. They needed a new CRM system that would be able to manage its sales pipeline and international supply chains, whilst reducing costs and streamlining sales processes. One of the challenges was that employees were having to update large amounts of documentation and orders with hundreds of separate items, which took time to update and send to customers, was time consuming and was open to inaccuracies.

Our Approach

Our Approach

 

Core worked with PJ Valves to implement an advanced customised Microsoft Dynamics CRM implementation that provided a high level integration with Microsoft Excel, SharePoint and Dynamics GP, providing them with a fully integrated sales management system.

“Whilst we wanted Dynamics CRM we needed it to be relevant to our business processes. Throughout the implementation Core made sure the focus was on what we needed. The emphasis they place on the client when supplying CRM was what attracted us to them.”

The result

The result

 

Dynamics GP allowed PJ Valves to synchronise supplier and customer data between two applications, providing the ability to create Dynamics GP inventory items based on Dynamics CRM data – most notably in the retrieval of exchange rate data and creation of orders through the now familiar Dynamics CRM interface.

The final integration happened between Excel and Dynamics CRM to manage both contacts and documents, with the ability to export items from Dynamics to Excel. With a one click update, Dynamics CRM was also able to track changes. Version management was managed by Microsoft SharePoint.

Following user training from Core’s highly trained staff, the bespoke integrated solution has proved to be an instantly usable programme that has simplified the business process and one that all staff have adapted to in no time at all. This allows PJ Valves to ensure high levels of customer service are maintained and has resulted in the sales process running even more smoothly than before.