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实例探究 > Sultan Healthcare: A Revolutionary Solution for Remote Reps

Sultan Healthcare: A Revolutionary Solution for Remote Reps

技术
  • 应用基础设施与中间件 - 数据交换与集成
适用行业
  • 医疗保健和医院
  • Professional Service
适用功能
  • 商业运营
  • 销售与市场营销
用例
  • 远程协作
服务
  • 系统集成
  • 培训
挑战
Organizing and Updating Data for Remote Access\nWith its global sales force and customers, Sultan needed to find an efficient means of organizing and updating data that could be accessed remotely. Sales reps and distribution partners needed to know the status of sales to gain insight into a customer’s buying history and payment schedule.\nSultan also needed to find a solution that would allow them to move away from their outdated paper-based field service system. Office employees needed to find and update information regarding complaints and share within the office and remote field service. In addition, Sultan wanted to leverage their investment in Microsoft technology (email platform, accounting) and needed a CRM system that would work well with existing infrastructure.
关于客户
Over the course of their 135 year history, Sultan Healthcare has grown to be one of the world’s leading manufacturers of infection control products, dental materials, preventives and oral therapeutics. Sultan Healthcare is dedicated to providing the global healthcare community with innovative products and fast, reliable service. Their on-going commitment to research and development allows us to constantly offer you their own exciting new products. They also aggressively seek out the latest product developments worldwide and bring them to you through their international distribution alliances and exclusive product acquisitions.
解决方案
Experience with Velosio: Sultan chose Microsoft Dynamics 365 for Sales because of its robust features, its ability to be rapidly deployed, and its compatibility with current technology systems. Velosio’s experience with both Microsoft Dynamics 365 for Sales and global CRM implementations made them the logical implementation partner as Sultan moved forward.\nTo meet Sultan’s complex needs, Velosio customized Microsoft Dynamics 365 for Sales by creating fields and modules that linked CRM to other systems and drew on information from accounting, inventory, and product history. Velosio organized this data into a single interface, streamlining the organization and presentation of information to the sales reps. Sultan’s sales reps now had a 360 degree view of their customers at all times.\nVelosio created custom entities within the service module to help it fit their customer complaint process. In addition, checks were put in place to monitor the system and alert the necessary people when complaints were not being resolved.\nAs each part of the system was implemented, Velosio tailored a training session for Sultan’s IT department to allow them to understand how their system worked. This enabled them to train the sales force and office staff more efficiently. The customized training, along with Microsoft’s intuitive interface that integrated with Outlook, helped increase end-user adoption of the CRM system. As a result, Sultan saw a quicker return on investment as its employees immediately began utilizing the tools to organize and track essential data.
运营影响
  • The new CRM system has provided up-to-date customer information in real-time for reps.
  • The ability to synchronize offline information for meetings, phone and email conversations.
  • One central location for customer information.

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