CHALLENGE
Ultraflex needed a CRM system that was simple and intuitive to use, yet powerful enough to provide automated marketing workflows and customer support functionality.
SOLUTION
The company partneredwith the their MSP and Net at Work to deploy Microsoft Dynamics 365 CRM, including add-on solutions for marketing automation and integration with Sage 100.
IMPACT
• Automated workflows save 500 staff hours every year
• New insight into sales funnel allows Ultraflex to hone sales strategies and convert more leads
• Metrics surrounding prospects allow company to segment its database and target marketing communication
• Web form integration with Dynamics 365 CRM and Sage 100 eliminate manual steps and duplicate data entry