The TM Group
59 Case Studies
A The TM Group Case Study
An auto parts supplier faced challenges managing rapid growth and diversification with its existing combination of Microsoft Dynamics SL and disconnected spreadsheets. This led to inconsistent data, a lack of visibility across departments, and an inability to track client growth plans effectively. They turned to their long-time partner, The TM Group, to implement a flexible CRM solution to streamline data and improve productivity.
The TM Group implemented Microsoft Dynamics CRM, integrated with the existing Dynamics SL system, to create a unified order process. This provided sales teams with complete visibility into client financials and product information, simplified order processing, and eliminated wasted time. The solution also enabled the creation of customized forms and a planned system of alerts to keep users informed on project statuses and required actions.
Auto Parts Supplier