Case Study: TW Metals boosts sales effectiveness with Microsoft Dynamics 365

Metals producer uses cloud-based CRM to improve sales productivity, customer service

TW Metals, a global distributor of specialty metals, faced significant challenges with its outdated Lotus Notes and ACT! CRM system. The patchwork solution resulted in inaccessible data, ineffective tracking of sales activities, and difficulty for managers to monitor performance. Seeking to improve sales effectiveness and centralize its customer data, the company turned to Microsoft Corporation for a solution.

Microsoft implemented its Microsoft Dynamics 365 platform, a cloud-based CRM that integrated seamlessly with TW Metals' existing Office 365 and ERP systems. The solution provided a centralized database with mobile access for the sales team. The results were substantial, including a 215% ROI and a payback period of just six months. Key benefits included a 14% increase in outside sales productivity, the elimination of several planned hires, and significant savings on license and maintenance fees.

TW Metals

Erica McIntosh

Marketing Services and CRM Manager