Case Study: TW Metals achieves faster sales-trend detection and smarter pricing & inventory decisions with Microsoft Dynamics 365

Specialty Steel Distributor Uses Cloud Solutions to Identify and Respond to Trends

TW Metals, a global specialty steel distributor with operations across 30 locations, needed a faster way to identify and respond to changing customer and sales trends. Their legacy CRM was hard to access from the field, customer records lived in isolated places, and sales data was split across multiple systems—making it difficult for account managers to get a complete view of customer activity and buying patterns.

TW Metals implemented Microsoft Dynamics 365 for Sales alongside Office 365, OneDrive, and Power BI to create a cloud-based, single source of truth accessible from anywhere and integrated into Outlook. The solution gave sales teams real-time visibility via dashboards, faster trend detection, and the ability to quickly adjust pricing and inventory—improving responsiveness, sales insight, and providing a scalable foundation for future growth.

TW Metals

Erica McIntosh

Marketing Services and CRM Manager