Case Study: ProAmpac streamlines D365 CRM and sales reporting with Traction Consulting Group

ProAmpac cuts quote request steps by 5 with Traction Consulting Group

ProAmpac, a leading global manufacturer of flexible packaging, faced challenges with its Dynamics 365 CRM implementation. Their large, national sales force struggled with complex security requirements, an overly complicated data-entry process that hindered pipeline tracking, and a lack of daily tool adoption, forcing the team to rely on inefficient spreadsheets and email. They enlisted Traction Consulting Group to recover and simplify the system.

Traction Consulting Group revised the CRM's security setup and streamlined workflows, eliminating five steps from the quote request process. They provided targeted training to improve daily usage and implemented powerful Power BI dashboards for reporting. The outcomes included properly siloed data visibility, a more efficient sales process, and faster reaction times to business changes thanks to improved, aggregated reporting.

ProAmpac