ProAmpac:
Recover and Simplify D365 CRM implementation for global packaging firm
ProAmpac is a leading global manufacturer of flexible packaging, known for its innovative solutions, exceptional customer service, and award-winning designs. With a commitment to sustainability and cutting-edge technology, ProAmpac partners with businesses worldwide to deliver high-performance packaging that meets the evolving needs of various industries. Their expertise spans multiple markets, providing tailored, high-quality solutions that enhance product protection, shelf appeal, and consumer convenience.
By combining advanced material science with a customer-first approach, ProAmpac helps brands achieve their packaging goals—whether it's improving sustainability, extending product shelf life, or enhancing functionality. Their collaborative approach and deep industry knowledge enable them to develop custom solutions that not only meet regulatory standards but also drive efficiency and brand differentiation in competitive markets.
Challenge
Large national sales force consisting of 300+ salesmen responsible for cross-sharing territories but with unique security requirements.
Extensive data-collection requirements were implemented, causing too many steps to effectively track the sales pipeline.
Daily usage of the tool as a sales planner was non-existent. Searching for next-step information was disjointed and not readily accessible.
Basic Sales Reporting was often inaccurate at best, instead the team was leveraging Excel spreadsheets and email communications to update the business as to ongoing progress within sales operations.
Dynamics 365 Solution
Defined and managed the complete implementation process, revising vital security setups to better reflect and simplify the needs of the business.
Helped reduce steps and data-entry requirements in order for the team to rapidly track and facilitate client projects and quote requests.
Defined key week-in-the-life actions for both Managers and Salesmen and provided train-the-trainer sessions in order to gain better daily usage for follow-ups.
Recommitted to leveraging CRM Reporting with a focus on utilizing newer Sales Reporting capabilities of Dynamics CRM, as well as implementing data-rich Power BI dashboards and reports.
Outcome
Sales Rep management and visibility of data are siloed and protected to ensure users had access to vital information, while protecting financials on a need-to-know basis.
A revised streamline workflow, eliminating 5 steps in order to request a quote, and reducing required data elements across the entire sales pipeline process
Can readily train sales reps on the value of using CRM as a day-to-day planner, with simple 2-click operations and readily visible next-step actions.
Faster reaction times to changes in business climate, ability to manage-by-exception, ability to search and drill-down into reporting data, aggregation of reporting leveraging other separate systems.