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Customer Story : CRANE Worldwide Logistics centralised their sales platform with Microsoft Dynamics 365

Microsoft Dynamics CRM /

As it approached its 10-year anniversary and its first billion in revenue, global logistics and freight company Crane Worldwide Logistics looked for a modern platform that brought all its sales tools into one place. With the Microsoft Relationship Sales solution, which brings together LinkedIn Sales Navigator and Microsoft Dynamics 365 for Sales, its salespeople have the tools to drive more meaningful engagements with customers, convert opportunities faster, and create more revenue. Just by getting the team using the platform, we’ve seen an uplift in activity in all areas. We’ve had record growth since implementing Microsoft Relationship Sales—the last quarter was excellent for us. John Jergens: Vice President of Global Sales Crane Worldwide Logistics A global sales team From a startup created in the risky business climate of the 2008 recession, Crane Worldwide Logistics has become a major player in the global transport and logistics industry, on track to hit USD1 billion in revenue in 2019. Created by former Eagle Global Logistics executives and headquartered in Houston, Texas, Crane Worldwide aims to provide customers with full transparency into its supply chains by coupling talented people with game-changing technology. But with salespeople spread across the globe, Crane Worldwide found itself with a visibility problem. “We weren’t all working on a common platform, so we were lacking in visibility,” says John Jergens, Vice President of Global Sales at Crane Worldwide. “We knew we had a vast sales pipeline out there, but there wasn’t much data available on it—so we couldn’t see how robust it was.” From data silos to connected visibility A key part of the Crane Worldwide ethos is providing customers with meaningful interactions—and that relies on having a customer relationship management (CRM) solution that salespeople can use to build and maintain relationships and convert opportunities more effectively. But, with a seven-year-old siloed CRM system that it had simply outgrown, the company lacked the tools its salespeople needed. “The previous system never had very good adoption,” Jergens adds. “It just wasn’t very functional.” So, the team went looking for a platform that could replace it. With implementation support from Microsoft Partner Network member PowerObjects, Crane Worldwide deployed the Microsoft Relationship Sales solution, a powerful combination of Microsoft Dynamics 365 for Sales and LinkedIn Sales Navigator, to support personalized, meaningful customer engagements. The team was already using LinkedIn Sales Navigator and Microsoft Office 365, so Dynamics 365 for Sales was the ideal addition to the Crane Worldwide ecosystem. “We saw how Microsoft Relationship Sales could help us focus on being easy to work with from a customer’s perspective,” explains Jergens. “So this whole deployment was part and parcel of becoming easier to do business with.” Now, just six months into deployment, Crane Worldwide has 300 Microsoft Relationship Sales users in its ranks, including 150 direct sellers along with employees from its marketing and account management teams. New processes, simpler sales Using the Microsoft Relationship Sales solution, Crane Worldwide salespeople have already changed the way they work. And they’re reaping the benefits of the visibility they’ve gained into the sales pipeline. “Once we rolled out Microsoft Relationship Sales, the overwhelming response was that it’s really easy to use, and it doesn’t take much time,” says Jergens. “We created a very simple weekly routine where our sellers spend about 30 minutes adding new data into Dynamics 365 for Sales. That’s just six minutes a day to keep everything up to date.” With faster processes freeing up more time for the sales team, sellers can focus their energy where it matters most—building the customer relationships that turn into revenue. And, at the end of each week, management can analyze activity through a global dashboard, which combines CRM and customer interaction data into detailed executive reports that show how salespeople are turning relationships into revenue. “With Microsoft Relationship Sales, we can generate KPIs that tell us what a healthy pipeline should look like. We look at the number of prospects and targets, how long the sales cycle takes, and the time from when we close an account to the time it generates revenue,” explains Jergens. “And if the pipeline isn’t where it should be, we can support the sellers with the resources that they need—it’s more productive all around.” A centralized sales platform Because Microsoft Relationship Sales brings together so many sales capabilities, Crane Worldwide sellers have everything they need to do their jobs in one place. Previously, they had to manage a relationship from scoping to sale across disconnected tools and platforms, far from an efficient process. “It’s difficult to put a number on what it’s like to manage 30 or 40 customers with an email folder and a spreadsheet,” says Jergens. “Now, once the salesperson finds a prospect using LinkedIn Sales Navigator, they use Dynamics 365 for Sales to easily track those conversations. Instead of creating and referencing a lot of notes, they can quickly link activities and discussions through Microsoft Relationship Sales.” With LinkedIn Sales Navigator and Dynamics 365 for Sales together, salespeople can start building the context they need to deliver a meaningful interaction before the first contact even occurs. Insight into potential prospects’ roles, connections, and priorities through LinkedIn Sales Navigator is fed straight into Dynamics 365 for Sales—increasing conversion chances from the very start. “It’s had a direct impact on the time it takes to develop customer relationships, because we have true visibility into those opportunities now,” explains Jergens. A built-in assistant also sends prompts to help sellers accelerate the sales cycle, reminding them to contact a lead that might go cold or nudge an opportunity as it approaches its estimated close date. A roadmap for integration In businesses the world over, sales and marketing teams struggle to communicate and collaborate effectively. As the sales team adapts to Microsoft Relationship Sales, Crane Worldwide is already adopting more of the solution’s capabilities to help sales and marketing stay on the same path. “The marketing teams are able to work in tandem with the sales team to help them understand how marketing activities can help nurture their

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Dynamics 365: 2020 release wave 2 plan

Business Central Implementation /

The Dynamics 365 release plan for the 2020 release wave 2 describes all new features releasing from October 2020 through March 2021. You can either browse the release plan online or download the document as a PDF file. The PDF file also includes information about Power Apps, Power Automate, Power Virtual Agents, Power Platform governance and administration, and Common Data Model and data integration. The Microsoft Power Platform features coming in the 2020 release wave 2 have been summarized in a separate release plan as well as a downloadable PDF. 2020 release wave 2 overview The 2020 release wave 2 for Dynamics 365 brings new innovations that provide you with significant capabilities to transform your business. The release contains hundreds of new features across Dynamics 365 applications including Marketing, Sales, Customer Service, Field Service, Finance, Supply Chain Management, Human Resources, Commerce, Fraud Protection, and Business Central. Marketing Dynamics 365 Marketing improves the customer journey canvas experience and adds integration with Microsoft Teams for virtual events. Segmentation is enhanced with a new natural language experience to create and consume segments, helping eliminate the specialized skills needed to build complex segments. Sales Dynamics 365 Sales continues emphasis on simplified experiences, app integrations, gamification, a new mobile experience for quick access to customer information, and new enhancements to forecasting to natively create and manage bottom-up sales forecast processes. Dynamics 365 Sales Insights continues investments across multiple areas: sales acceleration, conversation intelligence, relationship intelligence, and advanced forecasting and pipeline intelligence with predictive lead and opportunity scoring to help sales teams uncover top deals. Dynamics 365 Product Visualize empowers sellers and accelerates complex sales processes by showcasing and customizing products in their real-world environment. Sellers can place a 3D digital twin of a product in their customer’s environment and make detailed notes about their requirements. Service Dynamics 365 Customer Service expands agent productivity capabilities enabling agents to engage in multiple sessions simultaneously. Omnichannel for Customer Service is enhanced with additional extensibility options to enable integration with mobile applications, Microsoft bot framework, and outbound messaging channels. Dynamics 365 Customer Service Insights adds new capabilities to help agents using similar case suggestions to resolve customer issues quickly and easily. A new analytical view for customer service managers helps them focus on key support areas that need attention. These highlights will also be included directly in the core Customer Service Hub app so that users can get insights in context without having to switch between applications. Dynamics 365 Field Service continues to add intelligence capabilities including a new Field Service dashboard for monitoring key KPIs and work order completion metrics. There are many user experience enhancements to enable proactive service delivery. The Field Service mobile app is enhanced with capabilities such as push notifications and real-time location sharing. This release wave also includes scheduling enhancements such as multiday manual scheduling and enhanced skill-based matching. Dynamics 365 Remote Assist expands its range of scenarios beyond calls, allowing technicians to perform activities such as capture service and repairs data, perform surveys and walk-throughs independently, and derive service insights from their service operations. Finance and Operations Dynamics 365 Finance continues to focus on automating common tasks to reduce the number of manual processes and add insights and intelligence in Finance. Asset leasing enhances the core capabilities of Finance and the global coverage for Finance continues to expand in this release wave. Dynamics 365 Supply Chain Management expands planning optimization for Manufacturing to perform supply and production planning in near real time with in-memory services. Enhancements to Product Information Management include engineering change management and product versioning capabilities. Cost Management includes new features that will enable global companies maintain multiple cost accounting ledgers by allowing dual currency and dual valuation. Enhancements to the job card device include a new user experience and a new feature to enable reporting serial numbers. Dynamics 365 Guides is focusing on intelligent workflows in this release wave. By taking advantage of data and AI innovations, work instructions can be configured to adjust on the fly based on operator inputs. In addition, insights will make it easier to use time-tracking data and connect that data to your business. Dynamics 365 Project Operations unifies operational workflows to provide the visibility, collaboration, and insights needed to drive success across teams from sales to finance. Project Operations connects your sales, resourcing, project management, and finance teams within a single application to win more deals, accelerate delivery, empower employees, and maximize profitability. Human Resources Dynamics 365 Human Resources expands leave and absence and benefits management capabilities to transform the employee experience. Employees and managers will be able to manage leave and absence directly from Microsoft Teams. This release wave enables streamlined integrations to recruiting and payroll partners, thereby building a Human Capital Management (HCM) ecosystem. Commerce Dynamics 365 Commerce continues to expand capabilities enabling non-developers to easily design and manage digital commerce experiences. Customers can increase lift online and in store with “Shop similar looks” for recommendations. Customers can discover and deploy third-party services, connectors, modules, and themes from Microsoft AppSource. Dynamics 365 Connected Store adds a number of new capabilities such as integration with Dynamics 365 Commerce, front-line worker task assignment and tracing with Microsoft Teams, integrated workflows with Microsoft Power Platform, intelligent command center, store analytics, and store insights solutions such as anomaly detection, inventory recommendations, and shift management recommendations. Fraud Protection Dynamics 365 Fraud Protection adds integration with Dynamics 365 Commerce and a new “manual review” capability that allows customers to use the Fraud Protection rules experience to flag transactions for review, and then allow expert human agents to consume and adjudicate those transactions. SMB Dynamics 365 Business Central investments for this release wave include service enhancements to meet the demands of a rapidly growing customer base, improved performance, handling of file storage, geographic expansion together with support for Group VAT, top customer-requested features, and deeper integration with Microsoft Teams. Customer data platform Dynamics 365 Customer Insights enables every organization to unify disparate data—be it transactional, observational or behavioral sources—to gain a single view of customers and derive intelligent insights that drive key business processes. Dynamics 365 Product Insights enables organizations to understand their customers’ journey, usage,

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When do you know that your business needs a CRM software?

Uncategorized /

[vc_row][vc_column][vc_column_text]Customer Relationship Management is a process of managing or organizing prospects throughout the sales life cycle. The more the advancement in serving the clients, the more will be the payment stream for the Company. Trident’s CRM software solutions happen to be one of the most effective and efficient CRM software that could easily cut overhead costs and give highlights which demonstrate helpful to different business firms. Many CRM software programs available have several features that can be used or restricted – so in effect a business can modify to make their own CRM software. However, utilizing CRM software gives various advantages to both organizations and customers and that is the reason each genuine business has implemented some of the other CRM applications. So who can opt for Trident’s CRM software? A simple response to that question would be “Any business with customers would utilize CRM“. However, in the real world, it is not just as simple as that. Choosing an appropriate CRM software solely depends upon the business process along with a range of profitable features. Below are the type of Businesses that could gain benefit from using Trident’s CRM software solutions. 1- The business that uses any form of Marketing:  For any business that uses marketing campaigns to promote, sell or advertise their products or services in the market through various communication mediums such as phone, email, etc. Reaching to customers in bulk within a short period as well as recording the response on the go makes it more effective to manage the marketing process. 2- A business that deals with B2B and B2C Sales: For any business that tends to cope up with the Customers to sell or cross-sell the products. Maintain relevant sales data such as documents, communication records, etc. Identify the process flow starting from Lead up to the deal gets closed. 3- A business that creates Quotations & Invoices:  Built-in invoicing module to track the quotations and invoices generated against an opportunity. Efficiency to merge the billing details into the document which can further be mailed to the customer right from the CRM software without any need to switch between the applications. 4 – A business that deals in Customer Service:  For any business that believes in increasing customer satisfaction by helping them in tracking as well as resolving the issues completely. Managing the cases within CRM as well as auto – escalations triggered on a timely basis not only guarantees better customer satisfaction but at the same helps the Management to track resource performance. 5- A business that wants to increase efficiency:  Well-organized business results in better output which can be ultimately tracked with the help of various Reports, Dashboards, etc. Well-improved or say the advance level of features incorporating in CRM with the latest release of versions has enhanced the CRM which has ultimately proved beneficial for Business growth. Thus using CRM software gives you numerous benefits to enrich both Business and Customer Relations by serving your customers better with stronger service and support. To know more about how can CRM software help you, you can check out our CRM software solution on https://tridentinfo.com/microsoft-dynamics-crm-software-solution/ and contact to our experts on https://tridentinfo.com/contact/.[/vc_column_text][/vc_column][/vc_row]

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IoT device management dashboard monitoring software updates, device status, and security in real time.

IoT Device Software Management: Are You Doing It Right?

Manufacturing IoT, Smart Retail IoT /

Every enterprise today runs on software – and nowhere is that pressure more intense than in IoT device software management. As connected devices multiply across factories, hospitals, logistics networks, and smart infrastructure, the stakes for getting software delivery right have never been higher. Yet most organizations are still managing IoT device software the way they managed desktop applications a decade ago – slow release cycles, siloed teams, reactive testing, and little visibility across the device lifecycle. That approach no longer works. Industry disruptors are not waiting. They are shipping faster, patching smarter, and scaling IoT fleets without proportional cost increases. Meanwhile, enterprises clinging to outdated development practices face a widening gap – in speed, in quality, and in customer satisfaction. The choice is now binary: modernize your IoT device software management strategy, or watch competitors who already have pull further ahead. Organizations that embrace lean, agile, and DevOps-driven approaches to IoT software delivery are not just keeping up – they are setting the new benchmark. What Is IoT Device Software Management? IoT device software management refers to the processes, tools, and strategies used to deploy, monitor, update, and maintain software across a fleet of connected devices – from sensors and edge nodes to industrial controllers. Unlike traditional software environments, IoT ecosystems introduce unique challenges: devices operate in remote locations, run on constrained hardware, and require Over-the-Air (OTA) update capabilities to stay secure and functional. Without a structured management approach, enterprises risk firmware drift, security vulnerabilities, and costly manual interventions at scale. As it pertains to the “new normal” DevOps standards, organizations now face many challenges such as cost overruns, software development projects that don’t scale in line with the enterprise growth, and increased market demands for speed. On top of that, the available outdated testing tools don’t offer visibility to ensure the right specifications get tested in the right time. How Lean and Agile Principles Transform IoT Software Delivery So, how can you make sure your organization is ready to manage unexpected changes, and deal with any dependencies that you already have under the hood? How do you ensure a strong balance between the existing business and the new development? Many of you may already be familiar with lean and agile principles and have probably even tried applying them in smaller teams. But what we’ve seen so far in the market is that many of you struggle to apply these principles across the entire organization. Lean and agile principles can help you reach your goals in today’s hyper-competitive world of digital product delivery. By becoming a lean and agile enterprise your organization will be able to adapt faster to the needs of the market by improving internal collaboration and communication. You will be able to learn in real-time from your clients to ensure that you are producing the prioritized set of features that drive economic value. By managing test labs, test planning, and ensuring the tight linkage between product demand and delivery, your organization will be able to reduce waste (time, effort, resources), while ensuring that your business strategy is aligned with the investment and development goals. The Numbers Don’t Lie: Agile IoT Transformation Results Let’s have a look at a few examples of what some of the industry leaders have achieved, using lean and agile processes. Nationwide achieved 50 percent improvement in code quality and 70 percent reduction in system downtime by applying lean principles to transform the software delivery lifecycle. Diagnostic Grifols, a world-leading healthcare enterprise headquartered in Barcelona Spain, increased the efficiency of development documentation by 30 percent-facilitating compliance, ensuring consistency of records across all product lines, and reducing operational costs. IoT Software Security: The Risk You Can’t Ignore A lean and agile development lifecycle isn’t just about speed – it’s about building security into every release cycle. According to industry research, over 57% of IoT devices are vulnerable to medium- or high-severity attacks due to unpatched firmware. Integrating automated security testing within your DevOps pipeline ensures vulnerabilities are caught before deployment, not after a breach. If your current IoT software management process doesn’t include continuous security validation, it’s time to close that gap. Start Managing IoT Software the Right Way — Here’s How It’s time to transform your organization into a lean and agile enterprise. It’s time to ensure that your firm can adjust to any market change, predict the unpredictable, keep costs low, deliver new features and offerings faster, and never lose a beat with your customers. If you would like to learn more, let’s get connected! Our IBM solution enables companies to improve visibility and transparency across the product delivery lifecycle by providing a single source of truth. It also enables enterprises to define a process custom to each organization, and it ensures quality and compliance. All using lean and agile processes.

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