Crowe Metals Accelerator for Microsoft Dynamics 365

Sales and Marketing

Dynamics 365 and CMA offer a suite of integrated customer management, sales, and marketing capabilities designed to optimize the efficiency of sales representatives. Here are how these tools work together to empower sales teams and increase company sales:

• Integrated customer management: Salespeople can access a unified interface displaying all pertinent information about prospects and customers, streamlining inquiry responses and customer interaction management.
• Sales and marketing capabilities: CMA enriches Crowe Metals Accelerator with advanced features, enabling sales representatives to provide quotes, place orders, and track customer-specific item details and specifications. Sales history and inventory availability are readily accessible, along with support for convertible units of measure, enhancing sales operations’ flexibility and responsiveness.
• Make-to-order wizard: This feature allows salespeople to create custom product formulas and routes based on customer requirements on the fly or utilize predefined formulas and routes to generate a production plan.
• Integrated customer management: Salespeople can access a unified interface displaying all pertinent information about prospects and customers, streamlining inquiry responses and customer interaction management. 

These capabilities ensure that sales teams have the tools they need to effectively manage customer relationships, respond quickly to market demands, and ultimately drive sales growth.

Procurement and Sourcing

Crowe Metals Accelerator, enhanced with CMA, offers a powerful suite of capabilities specifically designed for the metals industry. Here is how it benefits purchasing personnel:

• Unified interface: Provides a single interface for purchasing personnel to access all relevant vendor information, respond to inquiries, and create orders efficiently.
• Purchase Specifications Management: Enables buyers to track and manage purchasing specifications, ensuring that orders meet the required standards.
• Convertible Unites of Measure: Allows order quantities to be entered in convertible units of measure, offering flexibility in how materials are ordered and managed.
• Mass Updates: As supply chain dynamics shift, CMA gives users the ability to mass update receipt dates and purchase prices, keeping pace with market changes.
• Purchasing Notes: Enhances the ability to capture and communicate purchasing notes throughout the application, facilitating better communication and record-keeping.