iOTA Office Furniture specialises in creating engaging, flexible, and productive working environments. They collaborate closely with businesses to deliver comprehensive design and furniture solutions that align with organisational needs, incorporate new technologies, and promote positive workspaces.
Background & Challenges
Background:
Established to enhance workspace productivity and flexibility, iOTA Office Furniture has grown to offer tailored design solutions across various sectors.
Challenges:
- Previous CRM Limitations: iOTA previously used Xero for CRM purposes, leading to challenges in business development, prospect management, quoting, and product management.
- Data Fragmentation: Information was scattered across spreadsheets and Outlook, hindering quick access and comprehensive insights.
- Inefficient Processes: The quote management process was cumbersome and time-consuming, relying heavily on manual data entry and retrieval.
- Reporting Deficiencies: Limited reporting capabilities within Xero hindered comprehensive business analysis and decision-making.
- Dependency on Expertise: The organisation relied heavily on individual knowledge, posing risks for scalability and business continuity.
The Solution & Implementation
Discovery and Planning:
Pragmatiq conducted a thorough analysis to understand iOTA’s unique operational needs and designed a bespoke solution using Microsoft Dynamics 365.
Execution:
- Implementation of Dynamics 365 Sales: Deployed to streamline sales processes, enhance data visibility, and unify customer information.
- Integration with Xero: Seamless integration facilitated end-to-end data flow from lead generation to invoicing, automating processes and ensuring data accuracy.
- Enhanced Quote Management: Introduced structured workflows within Dynamics 365 to streamline and automate quote generation, reducing time spent and improving accuracy.
- Custom Drawing Tracking: Implemented a bespoke feature to support the design team in managing project drawings, ensuring transparency and accountability.
- Integration with Outlook and SharePoint: Enabled efficient communication and document management by integrating with Outlook for email correspondence and SharePoint for file storage.
- Reporting Capabilities: Leveraged Dynamics 365’s robust reporting tools to create customised reports and dashboards, empowering management with real-time insights.
The Transformation
Results:
- Operational Efficiency: Centralised data management reduced redundancy and improved operational efficiency across iOTA’s sales and design teams.
- Enhanced Visibility: Dynamics 365 provided comprehensive visibility into sales pipelines, project statuses, and customer interactions, enabling proactive decision-making.
- Streamlined Processes: Automated workflows and integrated systems streamlined quote generation, project management, and communication, enhancing overall productivity.
- Scalability and Future Growth: With a stable and scalable CRM platform in place, iOTA is well-positioned to accommodate future growth and adapt to evolving business needs.
- Improved Data Security: Customised security features within Dynamics 365 ensured data confidentiality and compliance with privacy regulations.
Contact us today to discover how Pragmatiq can transform your organisation with expert Dynamics 365 consultancy and tailored solutions.
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