Case Study: Rotex Global LLC. Gains Insights with Dynamics CRM Implementation and Integration with Dynamics GP

Case Study PDFDownload “Rotex Global Enables Smarter Business Decisions with Dynamics CRM”

About the Company

Rotex pioneered the industrial separation process. Since 1844, the company has been setting and surpassing industry standards with proven machines like the APEX™ , Rotex® and Minerals Separator™ — all featuring its exclusive Gyratory Reciprocating Motion.

  • Staff can access information when and where they need it.
  • Integration with Dynamics GP ensures that all data is accurate and accessible in real-time.
  • Because inventory, manufacturing, order entry, purchasing, and financial reporting are all integrated, all departments are getting better information and the result is more informed decision making.

 

The Challenge

Previously, Rotex Global, LLC found itself with a system that lacked financial and accounting components. These vital tasks were left to separate, stand-alone applications. It was difficult for Rotex Global to get an overall view of the organization, and difficult to share data and collaborate across departments and locations. Additionally, the company had no CRM solution.

 

The Solution

Velosio was recommended as a local Microsoft business partner with the resources, experience, and expertise to help drive the large implementation. Velosio implemented an integrated business management solution based on Microsoft Dynamics GP and Microsoft Dynamics CRM.

The Results

The use of its CRM solution helped the company automate its sales cycle, facilitate communication with distributors and customers, and enable management to better monitor leads and sales activities.

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