Making the Jump to CRM:
The Best in Water Management
Gains the Best in Selling Solutions
River Valley Pipe implements Dynamics 365
to unify sales processes and company vision.
“Being able to complete and submit an order electronically, on the go, at home or in the office has afforded our sales team more flexibility, while also providing them with instant access to sales/customer data. As our company grows, the usage and capabilities of Dynamics will grow with us.” – Kyle Dentino, River Valley Pipe
River Valley Pipe, LLC (RVP) is Illinois’ premiere builder and purveyor of quality water management products, having supplied farmers and land improvement projects across the Mid-West region since 2015.
Challenge 1: Sales Process Maturity
RVP needed a way to streamline business processes and unify systems, eliminating the need for manual processes by their sales team.
Challenge 2: Adoption
RVP previously was operating with no customer relationship management (CRM) software and needed a user interface that would provide their sales agents with a user-friendly, easy-to-use system that they could quickly learn.
Challenge 3: Optimize Customer Experience
RVP holds a strong dedication of quality to their customers and needed a way to better organize and track customer interactions to optimize a positive customer experience through every step of the business process.
Microsoft Dynamics 365 for Sales
Drawing on experience of implementing software for first time CRM users, JourneyTEAM found that the answer to the client’s challenges was a full implementation of Dynamics 365 for Sales. Since RVP did not have a legacy CRM, customer data was imported from QuickBooks directly into D365 Sales.
With the implementation of Dynamic 365 for Sales, River Valley Pipe was able to gain:
A Single, Unified System: D365 for Sales implementation made it possible to streamline and unify sales processes while eliminating data silos and the need for manual entries, resulting in the increased visibility and traceability of sales processes and the sales pipeline.
Intuitive, User-Friendly UI: D365 for Sales provided employees with an easy-to-use system that the users were able to quickly learn and implement both in the office, and in the field.
Improved Customer Experience: Staying true to RVP’s dedication to quality, D365 for Sales made it possible for agents to better track customer interactions, organize records and better anticipate customer needs.
JourneyTEAM team members:
Johnathan Hunkin (Project Lead)
Jefferey Smith (Solution Architect)
Brandon Pineda (Project Manager)
Length of Project: 3 months
Find out more. Have a JourneyTEAM expert contact you.