Vertical Industry: Manufacturing and Design
Customer: NELCO
Customer Website: www.nelco-usa.com
Customer Profile:
From its start in 1930 to the present, NELCO has maintained a worldwide leadership position in the design, manufacturing and installation of specialized products and services to meet the unique needs of the medical, industrial and construction industries. They offer a wide variety of high quality products and services in the medical radiation therapy, medical diagnostic imaging, industrial radiation shielding and anti-corrosive lining fields. NELCO has consistently earned the highest reputation for quality, effectiveness, functionality and innovation. The entire NELCO team is dedicated to meeting and exceeding their customers' needs, no matter how difficult or complex the challenge.
Business Situation:
NELCO was looking to better manage their customer information, sales pipeline and overall visibility into the relationships involved with every project. Without a centralized information management system a good portion of their time was spent searching for information housed in various silos across the organization and within people’s heads. They decided it was time to invest in a system that would help centralize company information with the ultimate goal of eventually streamlining operations across sales, marketing and service departments. NELCO wanted a solution that would work within their existing infrastructure, ensure high user adoption and would be scalable and grow with their business.
Solution:
Microsoft Dynamics CRM 4.0
http://crm.dynamics.com/
Partner:
AbleBridge Inc
http://www.ablebridge.com
Benefits:- Flexible, web-based CRM platform
- Seamless Integration with Microsoft Outlook, Excel and Word.
- Easy Access from a web browser or right from within Microsoft Outlook.
- Ability to track inbound and outbound email messages against CRM records.
- Ability to track and schedule activities in CRM right from the Outlook Calendar.
- Familiar, intuitive interface makes for high end user adoption.
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Solution Overview:
NELCO enlisted the help of AbleBridge to assist them with their Microsoft Dynamics CRM implementation project. NELCO’s decision to partner with AbleBridge was based on the breadth of experience AbleBridge had successfully implementing CRM solutions over the past decade as well as their expertise with the Microsoft Dynamics CRM product. AbleBridge took NELCO through their implementation methodology which started with defining the business requirements. It was clear the immediate need was to consolidate customer and prospect information and create a consistent operating rhythm where they could accurately measure and manage sales pipeline. Measuring total sales pipeline across each product, territory, sales producer and sales stage was important visibility into the organization that NELCO was looking to implement in Phase 1 of the project.
AbleBridge worked with NELCO to translate their business requirements into functional system requirements. Once the functional requirements were defined AbleBridge executed on a functional Proof of Concept, customizations, data migration, installation and overall project management of the implementation.
Today NELCO utilizes Microsoft Dynamics CRM across many facets of the organization. It is a very important tool utilized by sales management to measure sales production against sales goals, forecasting sales opportunities across product lines and accurately rate the stage of each opportunity according to NELCO’s sales process.
“NELCO has come a long way since we implemented Microsoft Dynamics CRM. AbleBridge helped us streamline our sales operations and project implementation services; and through their structured implementation methodology we were able to quickly realize the benefit of our CRM investment.” Cliff Miller, MIS Director, NELCO |
The Microsoft Dynamics CRM implementation has proved very successful and NELCO is extremely pleased with the outcome. The ability to have a 360 degree view of their clients while streamlining their existing business processes has created an intuitive work environment for all of NELCO’s employees. The integration with Microsoft Outlook also allowed their employees to quickly ramp up from a training perspective. The fact they can capture information sent and received in e-mail messages right in CRM allows them to work in an environment they are already familiar with and is incredibly trouble-free.
About AbleBridge
AbleBridge specializes in helping companies streamline their business operations and improve business results by leveraging the features and capabilities of the Microsoft Dynamics CRM platform. AbleBridge’s consultants have more than 30 years combined experience in the CRM industry. This expertise, in conjunction with Microsoft Dynamics CRM, helps them affordably tailor a solution resulting in increased sales, improved customer connections, enhanced productivity and greater business agility.
AbleBridge's Core Competencies include: Needs Analysis, Business Process Management, Installation and Configuration, Data Migration, Customization, .NET Development and Training Services.
About Microsoft Dynamics CRM
Microsoft Dynamics CRM gives every customer-facing employee the information they need to truly impress customers. With Microsoft CRM, you can create a centralized repository of customer data that sits neatly alongside Microsoft Office and Microsoft Office Outlook—the applications your employees probably use every day. From Outlook, employees access Microsoft CRM sales, marketing, and customer service modules to make sales decisions, market products, solve problems, and get strategic views of the business. It’s CRM that works - because it works the way your users already do, works the way your business already does, and works the way technology should.