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About
Maximum Data Solutions is the leading provider of real-time Barcoding and Data Collection applications that are seamlessly integrated into Microsoft Business Solutions.
To continue this impressive growth, Maximum Data turned to Microsoft® Gold Certified Partner First Tech Direct to implement Microsoft Dynamics® CRM, an easy-to-use, customizable, and scalable front office solution from Microsoft Business Solutions.
Having just recently implemented Microsoft Dynamics CRM, Maximum Data is already enjoying a wealth of benefits, including powerful tracking of sales activities, streamlined prospecting efforts, increased accountability for sales success, and improved customer service.
Business Needs
Founded in 1999 by David Carleton and Jeffrey Wright, Maximum Data, based in Ann Arbor, Michigan, is the leading provider of real-time Barcoding and Data Collection applications that are seamlessly integrated into Microsoft Business Solutions. Maximum Data has been a committed Microsoft® Business Solutions Developer since 1999. During that time, they have collaborated on over 200 successful data collection/barcoding implementations.
"We span the gap between traditional warehousing, manufacturing and distribution processes by integrating Microsoft Dynamics® GP ERP solution with our Automated Data Collection (ADC) system...The InTouch Series. By using barcode technology in conjunction with RF transmitting/receiving devices, the InTouch products allow companies to benefit from 'real-time' data collection on all of their manufacturing, receiving, distribution and service needs," says David Carleton, President & CEO.
Maximum Data customers come from a wide variety of different industries. Anyone using Microsoft Dynamics GP that has inventory and a need for better warehouse control and real-time inventory data in their ERP system is an ideal candidate for Maximum Data. They help all their distribution customers automate all of their Microsoft Dynamics GP inventory transactions that would have had to otherwise be addressed manually.
As a result, Maximum Data began searching for a way to easily and quickly share customer and prospect information with their sales team. Equally important, Carleton states, "Since we are a Microsoft Business Solutions (MBS) Developer for the MBS Channel, our MBS Partners are critical to our success. We realized the need to have better tracking and associating leads and opportunities back to appropriate MBS Partners."
In the past, Maximum Data had been using a popular off-the-shelf software solution to tract customer and prospect information. When their sales staff was calling on a customer, they did not have critical data such as: customer support issues, account balances or any note history once that prospect became a customer. The decentralized database made everything hard to manage.
Solution
Maximum Data extensive use of Microsoft technologies made Microsoft Dynamics CRM the logical choice. They approached their Microsoft® Gold Certified partner, First Tech Direct. Waugh explained that he needed customer relationship management software that could help him coordinate prospecting efforts, improve tracking of sales activities - such as leads assigned, number of contacts made, close ratios, and more - and act as a tool his sales team could use to simplify their sales, service, and prospecting efforts.
Also working in favor of Microsoft Dynamics CRM was its flexibility and ease of customization. "Microsoft Dynamics CRM allows us to implement our sales methodology in the system, instead of having the system dictate the sales methodology we need to use," Waugh says.
Maximum Data now has a centralized database to access information in real time with report capabilities, ability to send mass marketing campaigns, track orders and ultimately provide better service to their prospects and customers.
Benefits
Maximum Data is realizing many benefits from Microsoft Dynamics CRM, including:
- Centralized Source to Customer Information. Microsoft Dynamics CRM allows more detailed tracking than previously possible; with the online capabilities the sales team has a valuable tool to see the most current customer information.
- Information Sharing. Microsoft Dynamics CRM is helping Maximum Data manage information shared with their customers. This allows sales representatives to more accurately pinpoint customer needs, improve customer retention and increase sales to existing customers.
- Improved Sharing of Information. "One of our goals for the new system was to help us share information more effectively," says Waugh. Microsoft CRM is helping Maximum Data achieve that goal. "We now have the ability to track back and identify what lead sources our prospects are coming from and the web based capabilities makes it easy access information anywhere, anytime for anyone in the company."
- A Strong Platform for Growth. Maximum Data expects Microsoft Dynamics CRM to help the company maintain a rapid growth rate and surpass it. "Microsoft Dynamics CRM definitely has the ability to grow with our company," Carleton says.
From Manufacturing to Distribution to Mobile Services . . . Maximum Data Solutions offers several software options to work with your Microsoft Dynamics® GP solution.
This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.
Date Published: July 2004
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