Case Study: a Chicago-based printing services company founded in 1929 streamlines quoting and customer tracking with Logan Consulting's Microsoft Dynamics CRM

Chicago-based Printing Services Company Founded in 1929 streamlines quote tracking with Logan Consulting in 3 weeks

The customer, a Chicago-based printing services company founded in 1929, was struggling with its Salesforce CRM system. The platform did not effectively track the high volume of quick-turnaround quotes that were central to its business, creating a burden on its inside sales team and a lack of visibility into a critical part of its sales process. Seeking a solution that fit their workflow, the company engaged Logan Consulting to implement Microsoft Dynamics CRM.

Logan Consulting developed a tailored Microsoft CRM Online solution that integrated a direct email-to-quote function, automatically routing requests into the system. This streamlined the process for the sales team, captured all customer interactions, and provided new analytics and dashboards for management. As a result, the client gained a complete 360-degree view of customer interactions, successfully captured every quote request for the first time, and set the stage for enhanced email marketing. Logan Consulting also handled the migration of legacy data from Salesforce as part of the successful implementation.