PJ Valves - Case Study

By Core Newsroom - June 12, 2018

Complete customisation and integration of Microsoft CRM with new and existing applications provides a new streamlined business process across the world

“Whilst we wanted Dynamics CRM we needed it to be relevant to our business processes. Throughout the implementation Core made sure the focus was on what we needed”

Short Overview
  • PJ Valves is a leading manufacturer and supplier of energy products globally.
  • PJ Valves have supported the UK North Sea and onshore projects since their inception in 1976.
  • Today PJ Valves have expand ed their client base into a global list of who’s who including BP, Total, Shell, British Gas and ExxonMobil to name but a few.

PJ Valves is a leading supplier of industrial valves to the On and Offshore Oil, Gas, Petrochemical and Power industries. The company has specialised in valve supply
for nearly 40 years. Working on a global scale PJ Valves needed to implement a new CRM system that would be able to manage its sales pipeline and supply chains on an international level, reducing costs and streamlining the sales process, whilst integrating with existing Excel and SharePoint systems.

In addition to the sales pipeline PJ Valves also needed to track complex customer orders across the world. From updating large amounts of documentation to orders with hundreds of separate items that took time to update and send to customers was time-consuming and open to inaccuracies.

Integration with existing tools

Core worked with PJ Valves to implement an advanced customised Microsoft Dynamics CRM that provided a high level integration with Microsoft Excel, SharePoint and Dynamics GP providing them with a fully integrated sales management system.

Following initial discussions with sales staff it was agreed that Microsoft Excel should remain the main programme for managing documentation as it provided a familiar user interface in a complex order process.

 

To start the implementation process Core worked with PJ Valves to modify the complex CRM sales module to focus on bespoke products and mange sales with multiple suppliers for clients, allowing staff to track historical changes and create custom quotes and order documentation with Microsoft Office. Further customisation was undertaken to allow multi-currency transactions, streamline standard tasks and the integration of a third party telephone system.

The final segment of customisation came in the form of bespoke reporting based on data from both Dynamics CRM and Dynamics GP that would improve the sales process, guarantee the accuracy of information and reduce administration time.

Easy synchronisation

Dynamics GP allowed PJ Valves to synchronise supplier and customer data between two applications providing the ability to create Dynamics GP inventory items based on Dynamics CRM data most notably in the retrieval of exchange rate data and creation of orders through the now familiar Dynamics CRM interface.

The final integration happened between Excel and Dynamics CRM to manage both contacts and documents, with the ability to export items from Dynamics to Excel, with a one click update Dynamics CRM was also able to track changes and version management was managed by Microsoft SharePoint.

Working with Core PJ Valves now have a central repository of customer data that allows for tracking right through all departments, from initial order to supplier information and documentation, the process is now streamlined with more accurate information, populated with real time relevant data which is easily accessible in an easy to use familiar format, offering a rapid return on investment.

A simplified business process

Following user training from Core’s highly trained staff, the bespoke integrated solution has proved to be an instantly usable programme that has simplified the business process and one that all staff have adapted to in no time at all. Ensuring the high levels of customer service are maintained and the sales process runs even more smoothly than before.

By choosing Core as their Microsoft Dynamics CRM implementation partner PJ Valves now have a powerful customer relationship management tool that is easy to use and thanks to our customisation moulded to suit their precise business processes which is being used immediately by staff.

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