Microsoft Dynamics CRM Case Study
Chemicals distributor enhances customer service and sales with a CRM solution
A-Gas Australia, a blender, repacker, and distributor of specialty gases and chemicals, including refrigerants, foam-blowing agents, aerosol propellants, and solvents, needed a better way to manage its customer relationships.
The company, which has 25 employees, deployed Microsoft Dynamics CRM running on the Microsoft Windows ServerTM 2003 operating system and using Microsoft BizTalk® Server 2004 to integrate CRM with the company's existing Microsoft Dynamics GP financial management software.
A-Gas Australia, which is completing a pilot program and preparing for full deployment, anticipates benefiting from a unified view of the customer, the integrated solution's efficiencies, better customer service, and enhanced sales management.
A-Gas Australia is a blender, repacker, and distributor of specialty gases and chemicals, in particular, replacements for chlorofluorocarbons used primarily as refrigerants; foam-blowing agents, aerosol propellants, and solvents. The company, which has 25 employees, is a wholly-owned subsidiary of the United Kingdom-based AGas International Holdings.
Top management at A-Gas Australia identified the need for a customer relationship management (CRM) solution to help it manage the company, better track account activity, and create more reliable sales forecasts, demand planning, and opportunity management. To do this, A-Gas Australia needed a single, unified view of its customers, which was not possible with its existing patchwork of applications that kept information in silos.
The lack of a unified view also led to inconsistencies in data, because information on the same customers was kept in separate data stores and accessed by separate business applications. The company also wanted its CRM solution to give its customer support personnel the unified data store required to resolve product shipment queries and enhance customer service.
As A-Gas looked for a CRM solution, it specified that the application seamlessly integrate with its existing deployment of Microsoft® Business Solutions-Great Plains® software, which the company uses for financial management and business intelligence. The company also needed the CRM application to integrate with its Microsoft Office Outlook® 2003 messaging and collaboration client, which the company deployed with Microsoft Exchange Server 2003.
Working with Microsoft partner Professional Advantage, which helped the company successfully deploy Microsoft Great Plains software, A-Gas Australia chose Microsoft Business Solutions CRM. The company is engaged in a pilot project and is preparing for full deployment of Microsoft CRM version 1.2.
The solution is being deployed on the Standard Edition of the Microsoft Windows ServerTM 2003 operating system, the foundation of the Microsoft Windows Server SystemTM integrated server software. The company has already implemented the Active Directory® directory service, a technology of Windows Server 2003, and upgraded all of its servers to Windows Server 2003. Microsoft SQL ServerTM 2000 provides the CRM data store, and SQL Server Analysis Services handles the company's online analytical processing. Microsoft BizTalk® Server 2004 serves as an integration hub.
Deploying Microsoft Great Plains went so well in Australia, it has been deployed in a second subsidiary, A-Gas United Kingdom, which also anticipates deploying Microsoft CRM. The combination of Microsoft Great Plains and Microsoft CRM will also be deployed in two other subsidiaries: A-Gas South East Asia and A-Gas South Africa.
A-Gas Australia anticipates a number of benefits from its integrated CRM solution, including a unified view of the customer, an integrated solution, better customer service, and enhanced sales management.
Unified view of the customer
Microsoft CRM helps A-Gas Australia build profitable customer relationships by providing a unified view of the customer. "The Integrated Sales and Customer Service modules of Microsoft CRM help employees share information, improving sales success and delivering consistent, efficient customer service," says Scott Miller, Managing Director at A-Gas Australia.
Sales and customer service features include leads and opportunity management, a complete view of customer history, automated incident management, and a searchable knowledgebase. Microsoft CRM also gives A-Gas Australia reporting tools for accurate forecasting and measuring business activity and employee performance.
The unified customer view also enhances productivity by eliminating redundant data entry and streamlining business processes by integrating with A-Gas Australia's deployment of Microsoft Great Plains.
Built using Microsoft .NET-connected technologies, Microsoft CRM provides the integrated solution that A-Gas Australia needs. It is easy to deploy, customise, and use and is accessible from Microsoft Outlook and the Web.
Microsoft BizTalk Server is an integration point between
Microsoft CRM, Microsoft Great Plains, and other applications
providing CRM data. The integration with A-Gas Australia's
deployment of Microsoft Great Plains gives customer representatives
and other A-Gas employees access to the financial data they need to
respond to customer queries. Also, integration with Microsoft
Office Outlook 2003 makes it easy to incorporate e-mail,
including notifications and automated alerts, into the customer service process.
Better customer service
The unified customer view and integration with Microsoft Great Plains helps A-Gas Australia provide superior customer service while increasing its capacity to handle requests, without adding employees. "The Microsoft CRM Customer Service module helps our service representatives track customer requests, manage support issues from initial contact through successful resolution, and provide customers with the consistent, efficient service that ensures satisfaction," says Miller.
The Customer Service module also helps ensure efficient customer service processes by making it easy to assign, manage, and resolve support incidents with automated routing, queuing, and escalation of service requests, along with case management, communications tracking, and auto-response e-mail.
The module also supports routing and workflow management to route service requests automatically to the appropriate representative or teams for resolution, escalation, or reassignment, and a searchable knowledge base to resolve common support issues quickly. A-Gas Australia's customer service representatives can use automated tracking of customer email messages to simplify communications and record keeping. "We like creating solutions that are based on Microsoft CRM and Great Plains, because they integrate so well with all of the other Microsoft applications and servers," says Brad Tattersall, Microsoft CRM Business Manager at Professional Advantage.
Enhanced sales management
Microsoft CRM enhances sales management with key performance indicators (KPIs) for all customers and partners, which highlight performance against the target. KPIs can be created for any criteria, including order status, credit status, and year-to-date sales. The solution also shows previous payment history, which is a helpful guide when approaching a customer with a new product or service proposal.