K3 CRM recommended and installed the Dynamics CRM SYSPRO Integration module into the UK business, which provides seamless functionality between the two systems. Dudson recognised that Microsoft® Dynamics CRM and SYSPRO are powerful systems that integrate readily and work together to enable their users to work very efficiently. It allows data to be entered once only, eliminating duplication and allowing the information to be accessed from anywhere.
”We wanted to combine Dynamics CRM with SYSPRO so that we have one point of access for all our business processes. We wanted everyone to have instant and easy access to all the information they required all in one place, says Kevin Barker, Business Analyst,” Dudson.
For example, the integration allows Dudson’s salespeople to see details of their customers quotes, orders and invoices from their laptops and other mobile devices.
This gives them the information they need when speaking to customers. Sales calls and activities can be logged with ease, and the powerful CRM workflow engine can be used to trigger CRM sales processes when new quotes and orders are entered into the integrated system.
Through one easy to use CRM system, sales staff can look at the current stock levels, with a breakdown to show where the stock is held and how much is available for their customers.
Dudson makes life easy for its sales team
Dynamics CRM allows the sales people to use Microsoft Outlook as the main software user interface, giving them a user friendly, familiar software environment