SECO Tools:
Dynamics 365 CRM for a Global Salesforce
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Seco Tools is a global leader in precision tooling, serving industries through both direct sales and an extensive distributor network. With a commitment to innovation and efficiency, the company sought a robust CRM solution to support its worldwide sales force and enhance customer interactions. The challenge was to create a system that could seamlessly integrate with existing processes while providing flexibility for different regional requirements.
Through this project, we gained deep insights into the complexities of developing and implementing a custom CRM system tailored to Seco Tools' unique needs. The solution now empowers over 1,000 sales representatives across the globe, offering seamless functionality in seven languages. By optimizing workflows, centralizing critical sales data, and enabling real-time collaboration, the CRM enhances customer engagement and drives operational efficiency at scale. With intuitive features designed for a distributed sales force, the platform ensures that teams can focus on building strong client relationships while leveraging data-driven insights to drive growth.
Challenges
Extensive Global Sales Network – Over 1,000 sales representatives operating across 32 subsidiaries, each located in a different country, requiring a unified approach to sales management.
Lack of Standardized Sales Processes – Without a structured framework, individual sales representatives relied on independent methods, leading to inconsistencies and inefficiencies in client interactions and deal management.
Absence of Formal Training and Development – No standardized onboarding, training, or continuous education program existed for sales representatives in the field, limiting skill development and sales effectiveness.
Delayed and Inefficient Data Access – Sales, inventory, and pricing data often reached the team late, with reporting heavily reliant on printed documents that were frequently disorganized and inaccessible, often stored in physical boxes within sales representatives’ vehicles.
Dynamics 365 Solution
Structured and Scalable Implementation Process – Established a streamlined two-week deployment plan for each subsidiary while managing global updates and rollouts at every stage—before, during, and after implementation.
Optimized Sales Workflows – Translated complex sales tasks into CRM-compatible processes, embedding best practices within the system to enhance sales team efficiency and engagement.
Comprehensive Training and Global Adoption – Designed and delivered a “week-in-the-life” training manual for both managers and sales representatives, successfully training teams across nine countries.
Digital Transformation of Reporting – Replaced paper-based reports with real-time, integrated dashboards and automated reporting systems, ensuring instant access to key metrics and actionable insights.
Outcome
Solution-spend averaged less than $32/user/month for the entire life of project – 12 years in total
A complete system to manage the Customer Lifecycle Process (CLP) of their clients
Training (sales and manager) that speaks the language of Customer Lifecycle Process in CRM tactics
Faster reaction time to changing business climates, ability to manage-by-exception, ability to search and drill-down into reporting data