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Microsoft Dynamics 365 project for Surrey procurement company

IPA Purchasing Logo
ServicesMicrosoft Dynamics 365

Surrey-based IPA Purchasing provides purchasing and procurement services for a range of multi-site organisations across the UK.

IPA Purchasing approach purchasing helps to save their customers money on their supplies. IPA keep track of their business with a customer relationship management system delivered on Microsoft Dynamics 365. When it came to making the latest improvements to their CRM, they found it difficult to work with their development company to achieve the changes they wanted to make. Akita were able to help with their latest Dynamics 365 project.

Through careful consultancy to understand IPA’s business and its requirements, Akita was able to deliver the project smoothly and efficiently. Updates included CRM reporting on monthly sales figures, with a comparison to the same period the year previously. If comparative sales show a marked drop, a new workflow triggers a review of the account with a requirement for the account manager to investigate changes in spending and report within the CRM.

Akita also helped to customise IPA’s Dynamics 365 installation, removing unnecessary menu items and creating an improved information hierarchy for customer entries.

The latest upgrades have improved the functionality of Dynamics 365. IPA now receive more in-depth and comparative data on sales, which helps the company to focus its energies on accounts that need attention so sales don’t slip. This in turn ensures sales remain consistent, thereby ensuring the business performance remains strong year-on-year.

Improvements to the interface have also increased the efficiency of Dynamics 365 for users, ensuring they can get straight to the information they need.

For more information on how Akita can assist with your Microsoft Dynamics 365 project, please get in touch: