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case study

SMT Engineering

"We required system configuration and training around capabilities that we needed to make the system more efficient for us. Rocket CRM listened attentively to our requirements and put together a few different scenarios of how to progress. Over the next few months Rocket CRM spent several days onsite getting to understand our business and give 1-2-1 advice. All changes were implemented very successfully and training carried out. Rocket CRM will continue to support us as we, as a company, continue to evolve. We are happy to recommend them, we were extremely impressed."

Jacqueline Hopkins

Sales Coordinator

Improved sales processes with targeted training
Streamlined, fast CRM
Improved visibility and reporting
Increased user adoption

About SMT Engineering

SMT are a global engineering software and services provider dedicated to providing leading engineers with the expertise and tools to deliver. Over the past 16 years SMT has grown from a collective of experienced and passionate engineers into an international enterprise serving all sectors of the transmission and driveline development industry.

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Project summary

SMT contacted Rocket CRM with a request to help to streamline their sales processes with a view to making better use of Dynamics. We discovered they were already using an older version of Dynamics CRM and were about to be switched over to the new Unified Interface (which they weren’t aware of). Rocket CRM worked alongside SMT to transition the move to the new Unified Interface and between us decided to use the upgrade as an opportunity to relaunch CRM within the company. The brief was to keep the user interface as simple as possible but to allow for a more comprehensive sales process. In order to keep the interface as simple as possible, Rocket CRM configured a model driven app for SMT with only the components that were required. No code was used in the creation of the app or the CRM design, as a result the SMT app is fast and easy to use for the SMT users.
Future phases include ClickDimensions (digital marketing) integration and a possible integration with SMT’s licensing server

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Why Rocket CRM?

SMT were looking for a partner who could understand them and how they worked and they found Rocket CRM to be a perfect fit. Rocket CRM are specialists at implementing Dynamics 365 systems for companies in the SME sector. When implementing CRM it is important to understand the need to keep things simple and to focus on the right things to make a CRM project successful.

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