The owner of KBG Technologies was a shareholder in Buckman, another company where enCloud9 had previously completed a successful project.
Client Overview: KBG Technologies specializes in advanced chemical solutions for water systems and the pulp and paper industries. As a new company, they sought to establish efficient systems for managing client communication, sales pipelines, and quoting processes.
The Challenge: KBG Technologies initially operated solely on QuickBooks, which was insufficient for managing their growing business needs. They lacked a comprehensive software solution to handle client communications, track sales opportunities, manage the sales pipeline, and generate quotes. This limitation hindered their ability to streamline processes and maintain organized records.
Our Solution: enCloud9 implemented Dynamics 365 Customer Engagement (CE) to address KBG Technologies’ challenges. The solution included:
- Sales Pipeline Management: Enabling KBG to track communications with customers and prospects, monitor opportunities, and report on pipeline status.
- Quoting System: A robust quoting system was established, allowing KBG to generate accurate and timely quotes for their customers and prospects.
- Data Migration: Comprehensive data migration from existing systems to ensure seamless transition and data continuity.
Results Achieved: The project was completed within two months, significantly enhancing KBG Technologies’ operational efficiency. The new Dynamics 365 CE system provided a centralized platform for managing all sales-related activities, from client communication to quoting and document storage. This integration improved their ability to track and manage sales processes, ultimately supporting better decision-making and customer engagement.
Conclusion: KBG Technologies was particularly pleased with the improved quoting process and the overall enhancement in managing customer and sales data. They plan to continue their partnership with enCloud9 for ongoing support and potential future projects, including order management. This successful implementation has positioned KBG Technologies to grow and scale their operations more effectively.
