A Surrey-based company provides purchasing and procurement services for a range of multi-site organisations across the UK.
In response to the company's need for a more tailored purchasing software to streamline operations, Akita successfully developed a Microsoft Dynamics 365 procurement solution.
Alongside simplifying their sales management, the solution aimed to enhance the company's ability to help customers save money on supplies. With the company's staff already using Microsoft Dynamics 365 as their CRM system, the integration of the new procurement solution proved seamless, fostering improved customer relationships and more effective sales processes.
Requirement
The company faced challenges when attempting to implement the latest improvements to its Dynamics CRM with its existing development company. Finding it difficult to achieve the desired changes, the company turned to Akita, drawing upon our years of experience supporting various Microsoft applications. As a trusted partner, Akita's expertise in Dynamics 365 and our profound understanding of the company's requirements paved the way for a successful collaboration, resulting in more bespoke and efficient procurement software.
By working closely with the company, Akita identified crucial pain points and designed a tailored solution that perfectly aligned with their operations. The collaboration led to significant improvements in their procurement processes, enabling increased efficiency, cost savings, and heightened customer satisfaction. Throughout the development journey, Akita maintained transparent communication and ensured the seamless integration of the new procurement solution into the existing Microsoft 365 environment.
Purchasing software improvements
Beginning with consultancy to understand business requirements, Akita's consultants were able to design and deliver a Dynamics 365 procurement solution to meet the company's needs.
Improvements to the Dynamics setup included advanced reporting on monthly sales figures. These reports would draw a comparison between a customer's sales for the same period a year previously. If comparative sales show a significant drop, a workflow triggers a review of the account. The account manager is then required to investigate changes in spending and report back within Dynamics 365.
Akita has also helped to customise the company's Dynamics 365 setup to be more personalised to their requirements. This has included removing unnecessary menu and field items and creating an improved information hierarchy for customer entries.
Success with the Dynamics 365 procurement solution
The latest upgrades have significantly improved the functionality of Dynamics 365. The company now receive more in-depth and comparative data on sales, which helps the company to focus its energies on accounts that need the most attention. This, in turn, ensures sales remain consistent, ensuring business performance remains strong year-on-year.
Improvements to the company's Dynamics 365 procurement solution have increased the overall value of the CRM for the business, helping increase the volume of sales.
View more about Microsoft Dynamics 365 CRM solutions.
