​​Centralized CRM for Streamlined Operations and Engaged Customers

​​Situation

Advanced Roofing Inc. is dedicated to delivering exceptional customer experiences by providing accurate solutions for building needs using premium materials and award-winning craftsmanship. However, their existing on-premises systems were only capable of handling basic operations, which limited their ability to manage complex business processes efficiently. They needed a more robust solution to streamline their Request for Proposal (RFP) business process, manage approvals, and enhance overall operational efficiency.

​Challenges

​Basic On-Premises System:
Advanced Roofing Inc. was operating with basic on-premise systems that were not equipped to handle the growing complexity of their business processes. This limitation hindered their ability to manage RFPs, approvals, and other critical business functions effectively. 

​Inefficient RFP Management:
The lack of a streamlined RFP process made it difficult for Advanced Roofing Inc. to manage sales projects and approvals efficiently. Without a centralized system, tracking and managing RFPs was cumbersome and prone to errors. 

​Fragmented Internal Processes:
Their internal processes were not well-categorized, leading to inefficiencies in managing marketing journeys, forms, and sequences. This fragmentation affected their ability to execute marketing campaigns effectively and engage with customers in a personalized manner. 

​Solution

To address these challenges, Advanced Roofing Inc. implemented a suite of Microsoft solutions, including Dynamics 365 Sales, Power Automate, and Dynamics 365 Marketing. These tools provided a comprehensive solution to streamline their business processes and enhance customer engagement.

​Dynamics 365 Sales:
This provided a centralized platform for managing all sales activities, which was crucial for streamlining the Request for Proposal (RFP) process. This platform enabled the sales project manager to oversee the entire RFP lifecycle, ensuring that all proposals were tracked accurately, and approvals were obtained in a timely manner. The real-time tracking of customer interactions and sales data allowed for better management of sales pipelines and improved forecasting accuracy. 

​Power Automate:
Power Automate played a pivotal role in automating various business processes, particularly the RFP approval workflow. By automating these processes, Advanced Roofing Inc. was able to reduce manual efforts significantly, ensuring that approvals were handled efficiently and without delays. This automation also facilitated better collaboration among team members, as SharePoint was integrated to provide necessary access to relevant personnel, enhancing overall productivity and information sharing. 

​Dynamics 365 Marketing:
Dynamics 365 Marketing was implemented to streamline and categorize internal marketing processes. This platform allowed Advanced Roofing Inc. to manage marketing journeys, create marketing forms, and set up sequences more effectively. The ability to execute personalized and targeted marketing campaigns improved customer engagement and satisfaction. By leveraging the capabilities of Dynamics 365 Marketing, the company was able to enhance its marketing efficiency, ensuring that all marketing activities were aligned with business goals and customer needs. 

​Benefits/Impacts

​Centralized Sales Management:
Dynamics 365 Sales provided a unified platform for managing all sales activities, reducing the complexity and inefficiencies associated with their previous on-premise systems. This centralization allowed Advanced Roofing Inc. to maintain a clear view of the sales pipeline and improve sales forecasting. 

​Automated Business Processes:
Power Automate streamlined the RFP approval process, reducing manual efforts and ensuring timely approvals. This automation improved overall operational efficiency and allowed the sales project manager to focus on strategic tasks. 

​Enhanced Marketing Efficiency:
Dynamics 365 Marketing enabled Advanced Roofing Inc. to categorize and streamline their internal marketing processes. This led to more effective marketing campaigns, improved customer engagement, and a better overall customer experience. 

​Improved Collaboration:
The integration of these platforms facilitated better collaboration among team members. SharePoint access ensured that all relevant personnel could access necessary information, enhancing teamwork and productivity. 

Outcomes (KPIs)

​Sales Efficiency:
The implementation of Dynamics 365 Sales led to a significant improvement in sales efficiency. The centralized platform allowed the sales team to manage customer relationships more effectively and track RFPs in real-time. 

​Operational Efficiency:
Automating the RFP approval process with Power Automate reduced manual efforts and improved the accuracy and timeliness of approvals. This automation contributed to smoother business operations and better resource allocation. 

​Marketing Effectiveness:
The use of Dynamics 365 Marketing resulted in more effective marketing campaigns. The ability to manage marketing journeys, forms, and sequences in a streamlined manner improved customer engagement and satisfaction. 

​Business Growth:
Overall, the implementation of these solutions drove business growth for Advanced Roofing Inc. The improvements in sales efficiency, operational processes, and marketing effectiveness contributed to increased revenue and solidified their position as a leader in the commercial roofing industry.