Microsoft Dynamics Case Studies

CRM Data Migration

"Turnkey took the time to understand the details of our business. With training and mentoring, I am able to configure our Dynamics CRM to serve specific business needs. We have had success with our CRM investment thanks to our partnership with Turnkey Technologies!" - Operations Manager, Domaine

• Resolved prior data migration errors from another vendor

• Automated key processes that resulted in accurate billing

• Formalized sales processes and provided reliable Key Performance Indicators (KPIs).

Full CRM Implementation

"The team likes the overall interface a lot better. They find it easier to navigate. Turnkey's training really helped the sales team transition to Dynamics CRM." - CRM Administrator, JS Logistics, Inc.

• Seamless upgrade to latest version of Dynamics CRM.

• Fast and easy implementation with minimal downtime and quick adoption.

CRM Implementation and Adoption

"Turnkey stands out because in addition to giving us what we need right now, they anticipate what we'll need in the future. By fully understanding our requirements, they are able to devise a long-term strategy for us to maximize the benefits of this technology." - VP of Operations, Shapiro Metals

• Enhanced lead entry and tracking process

• Improved sales management and planning

• Customized fields specific to Shapiro's requirements

Custom Quote Process

"Turnkey's technical and functional skills with Dynamics CRM are a great asset. To be able to build our documents and integrate them seamlessly with CRM has made the quoting process more accessible and user-friendly. These improvements are a true testament to the quality of their people." - IT Director, Santinelli International

• Improved user efficiency throughout custom quoting process

• Accessible customer information with CRM-ERP integration

• Professional and flexible quote documents

Full ERP Implementation

"With Microsoft Dynamics GP and expert guidance from Turnkey Technologies, we've transformed a two-week project to a project accomplished in one business day." - Finance Manager, Benjamin F. Edwards & Co.

• 90% time savings in analytical reporting processes. Replaced single line item lookup with aggregated and comprehensive report building.

• Automated tedious accounting tasks such as bank reconciling, check clearing, fixed asset reporting and other accounting processes when company grew from 5 branches to 50.

• Improved the accuracy and timeliness of P&L statements for every branch of the company. Enabled accurate forecasting for future branch openings.

ERP and eCommerce Implementation

"Turnkey was instrumental in providing us with robust ERP and eCommerce platforms. These sophisticated tools help us reduce costs, increase sales and service our customers better."
- Owner, Aerial Bouquets

• Inventory insights and forecasting

• Increased sales

• Reduced overhead and labor costs

Full ERP Migration and Implementation

"Everything we've done with Turnkey and GP has been great. The project was on time, and the implementation was terrific. Frankly, we have a great relationship with Turnkey. We've gotten to know a lot of people over there personally." - President, Oaktree Products, Inc.

• Increase in sales thanks to e-commerce website integration, with more than 10% of sales volume now being fulfilled over the web.

• Improved customer service by giving customers a portal to access relevant information such as orders and invoices.

• Simplified the B2B buying process and purchase approvals for customers with an automated sales tool, Coupa Punchout.

• Accurate order tracking with integration to StarShip and the ability to track orders directly from the sales order.

Full ERP Implementation and eCommerce Integration

"It was difficult to keep up with demand while relying on outdated systems. Thanks to Turnkey Technologies and SPS Commerce, Hoy can continue providing exceptional footwear with the advantages of modern business systems." - CIO, CFO, Hoy Shoe Co.

• Implemented ERP and eCommerce platform

• Eliminated manual order reentry by automating the flow of purchase orders, invoices and shipping notices in GP

• Expanded customer base and more profitable bottom line

Full ERP Implementation

"Turnkey Technologies is a great partner. They have helped us better define our business processes to accommodate our recent growth. The free user group meetings are a huge benefit!" - Director of Technology, Volpi Foods, Inc.

• Defined and automated business processes as company rapidly grew into a 175+ employee, global organization.

• Streamlined the purchasing and management of non-durable food items with sensitive delivery timeframes.

• Replaced Excel spreadsheet reporting with decision-focused SmartList Builder to compare information between departments and production lines