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A CRM That Fits the Reality of Sales
When Martin & Servera took the next step in their CRM support
Martin & Servera Restauranghandel is Sweden’s leading wholesaler and partner for restaurants and commercial kitchens. Martin & Servera Restauranghandel offers a complete range of fresh produce and other food as well as drinks, equipment, non-food and chemicals. Martin & Servera Restauranghandel is close to the customers with local sales offices all over Sweden. In addition to a wide range, the offer also includes service, services and training for the industry. Martin & Servera Restauranghandel are available to their customers – through knowledgeable salespeople, a variety of digital tools that facilitate customers’ everyday life and an e-commerce platform that is constantly developed in dialogue with customers.
challenge
When Martin & Servera took a comprehensive approach to their CRM support, there was a clear ambition: to create a system that really supports the salespeople’s everyday life and at the same time lay the foundation for future development. The existing, in-house developed CRM system had served its purpose, but was perceived as limiting both from a user and management perspective. The challenge therefore consisted of two parts. Partly to develop a modern and intuitive interface in Microsoft Dynamics 365 CRM that reflects the sales process and facilitates the daily work. Partly to dismantle the old system in a safe and controlled manner and migrate all business-critical data without losing history, quality or trust in the organisation.
solution
The solution was built in Microsoft Dynamics 365 CRM with a clear focus on standard functionality. By minimizing customer-specific adaptations and instead using the platform’s built-in capabilities, a user-friendly, scalable and future-proof sales interface was created. The solution was designed to be easy to further develop, easy to manage and cost-effective over time. By minimizing customer-specific code, a sustainable solution was created that can easily be further developed as the business grows and changes.
Result and next step
The result was a uniform CRM support that gathers the entire sales process in a common system. The sellers got a clearer workflow, which increased both efficiency and user acceptance. At the same time, data quality improved significantly, which provided better insights and a stronger decision-making basis for both sales management and operations. With a stable foundation on the Microsoft platform, Martin & Servera has now strengthened its digital capabilities and created new opportunities going forward.
“In this project, Nexer delivered a clear commitment with high energy right from the solution proposal and through all phases of the project. Above all, the presence and flexibility when everything does not go as planned has been highly valued within Martin&Servera.”
CONTACT US
We have a long experience of successfully implementing and supporting Dynamics 365 CRM solutions for companies in manufacturing, logistics, service management and retail. We also provide integrated add-on solutions to Dynamics 365, such as IoT, AI and other technologies, enabling businesses to become fully connected.