Case Study: Triosim Corporation achieves unified customer data and improved sales pipeline visibility with Velosio

Velosio Helps Triosim Sales Teams Get Rolling with All Customer Data

Triosim Corporation, formed from a 2015 merger of several pulp and paper industry firms, needed to unify sales processes across six brands and 25+ sales engineers. They engaged Velosio to address manually intensive workflows, recreate best-practice sales processes, and deliver a future-proof CRM — Velosio recommended Microsoft Dynamics 365 for Sales and Service to support growth and streamline client relationship management.

Velosio implemented Dynamics 365 for Sales and Service using a collaborative methodology that engaged power users to transfer best practices into an easy-to-use system. As a result, Triosim gained pipeline visibility for sales engineers, faster follow-up on quotes and proposals via mobile entry, and improved team collaboration and customer service — delivering measurable efficiency and productivity gains attributed to Velosio’s implementation.

Triosim Corporation

Kurt Bramer

President of Southern Specialty