Tools to seal the deal instantly!
Sortera Group is the environmental company that, through its three business areas (Recycling, Industry and Materials), is the leading and most specialized player in construction waste in Sweden.
SORT
Construction waste
Sortera was in need of a modern CRM solution that can be easily accessed both in the office but above all out at the customer. 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 at the customer.
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.
– When you are in a meeting with a customer, it is not so fun to sit and try to connect to a VPN connection, instead we can now just open the phone and open up the CRM system and get the customer information we need or documents from the Onedrive desktop, this way we can now ensure that we always have the right information and the right opportunities to close the deal there and then on the spot, says Joakim Fardin, Sales Manager at Sortera.
Since implementing Dynamics 365, they now have access to a cloud-based CRM system where salespeople can easily and quickly access the information needed to close deals on site at the customer’s premises.
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.
Outcome
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.
– With Dynamics 365, we can now just pick up the phone and open up the CRM system and get the customer information we need and thus ensure that we always have the right information and the right opportunities to close the deal there and then on the spot, ” says Joakim Fardin Sales Manager at Sortera.
