Customer case
Tools to close deals on the spot!
Challenge
The sales department at Sortera is always busy, and meetings can get out of hand. When you are out at a customer’s site, it is not fun to connect to a VPN connection to access your CRM system. Sortera needed a modern CRM solution that can be easily accessed both in the office but above all out at the customer.
Solution
Sortera has started a digital journey together with Zelly & Microsoft. The choice of platform was Dynamics 365 where they have access to a cloud-based CRM system where salespeople can easily and quickly access the information needed to close business on site with the customer.
The result
Quick and easy: With a cloud-based CRM like Dynamics 365 Sales, sales reps can quickly and easily access the information they need directly from the application on their phone or desktop.
Real-time monitoring: Data is collected regularly so it’s easy to track activities and sales in real time.
Gather information: Sortera now has a platform where tools such as CRM and ERP are fully integrated with each other and the company can grow dynamically without thinking about new system support.
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