Demain Foundation, previously, started business relationships with another company which installed the CRM system. As this relationship did not produce good results, the managers decided to terminate this relationship. With the arrival of AlfaPeople, advisory process began addressed to strengthening systems’ best practices, because previously they were mixing ERP and CRM. The aim was to have a more fluid relationship with the customer, because the foundation consists of several interrelated companies. Within the Project, Demain Foundation, Agualogica, Expressive Theater, and Link Services were involved. In the future it is expected to integrate CRM with accounting information of the organization.
Also, due to the absence of a system within the foundation, assigning tasks such as scheduling customer visits, assigning installations and run basic, such as control service orders, record the required inputs for sales, record inventory movement, among others, made it difficult to manage information internally.
Before implementing Dynamics CRM, they had a system that was a mix between ERP and CRM, which did not allow the organization to adequately manage and control information and proper registration of resources.
By installing Dynamics CRM, they have been able to carry out activities in detail. In addition, collaboration and coordination of different areas of the organization have been more agile, so supervisors have greater vision over their respective areas of work.