Discover how our IT wizards crafted a lightweight CRM for a textile client using Microsoft Power Apps. Seamlessly integrated with Dynamics NAV and Outlook, this user-friendly system, running on tablets, streamlined data access, showcasing digital transformation success from UK support & implementation experts.

Finding Consistency and Efficiency

In the fast-paced world of sales, efficiency is key. Imagine vital business information scattered across notepads, emails, and spreadsheets. Chaos, right?

Meet our client in the textile industry facing this exact dilemma. Their sales team needed a unified system for storing and accessing data effortlessly.

Enter our team of IT wizards. Tasked with designing a user-friendly CRM using Microsoft Power Apps, we revolutionised the game. Working in unison with our trusted partner, Requisite Solutions, this lightweight system seamlessly integrated with Dynamics NAV and Outlook, running smoothly on tablet devices.

By migrating customer records online, we bid farewell to messy notebooks and endless spreadsheets. Our solution allowed for easy appointment scheduling, syncing directly with Outlook calendars for better visibility and organisation.

But that’s not all. Leveraging the tablet’s location services, we enabled sales reps to pinpoint customer locations and identify nearby prospects efficiently. This smart feature boosted appointment density and minimised travel time.

And the best part? Instant feedback and action items at the end of each meeting. No more scrambling for information at the last minute. Now, generating standardised, insightful reports is just a click away.

With our tailored IT solution, our client in the textile industry found the consistency and efficiency they desperately needed. Another success story in the world of digital transformation.