Get the most essential Microsoft 365 App extensions for the modern workplace, creating seamless workflows and collaboration.
IGLOBE'S
CASE STUDIES
iGlobe's Microsoft Office 365 Add-ins enrich companies all over the globe
HYDRA-GRENE A/S ACCELERATES SALES PROCESS WITH IGLOBE CRM, MICROSOFT FLOW, POWERAPPS, AND POWER BI
Summary
Hydra-Grene A/S is a specialized trading and engineering company with core competencies in trading, production and know-how in hydraulic components, turnkey solutions and systems, hoses and fittings. Hydra-Grene takes pride in having the broadest range of hydraulic components and systems available anywhere on the market.
Hydra-Grene A/S needed a Customer Relation Management business application on Office 365 to accelerate and increase sales in a highly competitive and price sensitive market. iGlobe CRM Office 365, Microsoft Flow, Planner, PowerApps, and Power BI, helps them organize and accelerate their sales process, while creating a centralized, collaborative resource for their front and back-end sales team.
Challenge
Being a market leader in terms of hydraulic component sales, advisory services, and hydraulic system production requires knowledge of customer demand, suppliers offering, and competitor pricing. There is information and history that needs to be captured and shared. In a highly competitive and price sensitive market, delivering quality services and after-service is essential, and attention to details matters, particularly as it pertains to customer relations and collaborating with other workers. Hydra-Grene A/S success is tied to delivering the correct price, best product quality, and great customer experience on every sale and that means managing those details.
Capturing competitor pricing is often done by front-end sales. A challenge is to enable an easy way to enter and share competitor pricing on a customer level that is important to both front and back-end sales. For Hydra Grene A/S, this information should be aggregated allowing them to get a more accurate view of competitor pricing for products and customer segment.
Internal communication and knowledge sharing between front-end sales and back-end sales is challenging. Hydra-Grene A/S engages with existing and potential customers in many ways. Front-end sales team members are often on the road visiting customers, while a back-end team provides support directly to customers and to the front-end sales team. This requires easy access to information and a high level of collaboration. For example, after a customer meeting, a front-end sales representative should be able to create a meeting report on the road and the back-end team should have access to that meeting report, should the customer call. In addition, a back-end team should be able to add more information to the meeting report that will be relevant for front-end sales before entering the next meeting. The front-end sales teams can then use those augmented meeting reports to learn about the latest activities on a customer before they enter a meeting.
Finally, Hydra-Grene wanted to have a simple contract management tool with notification for contract renewals.
Strategy
Using Microsoft Office 365 as a cloud platform and business applications platform, Hydra-Grene A/S needed a solution to help the sales team to be proactive by giving them access to up-to-date customer information that they can easily edit – at the office, on the road, anytime and anyplace. The ideal solution would allow them to manage their customer relations, meeting reports, competitor pricing, email documentation, history, and tasks, and, importantly, allow both back-end and front-end sales team to collaborate. Finally, Hydra-Grene wanted to automate notification processes for tasks management and contract renewals.
The solution should also provide a user-friendly environment that can be accessed from different devices, both at the office and in the field, and is seamlessly integrated with Microsoft Office 365. In addition, Hydra-Grene A/S wanted to be able to customize the solution to their specific needs without being affected by standard updates from Microsoft or the solution provider. The organization wanted to realize Microsoft’s promise, of always being on the latest version with no additional cost.
The solution was to use Office 365 with Microsoft Flow, PowerApps and Power BI, as well as iGlobe CRM Office 365 – a tightly integrated Office 365 service available on any device. By combining iGlobe CRM Office 365 and Office 365, Hydra-Grene A/S got a business application where iGlobe CRM became a part of Office 365 as an additional tightly integrated service. The solution is accessed seamlessly across Office 365, from Outlook to Planner, SharePoint, Flow, Power BI, and with PowerApps, providing mobile capabilities for iGlobe CRM. Beside getting what you can expect of a CRM application Hydra Grene got:
Microsoft Flow automated notification between front-end and back-end sales team
Microsoft Flow notification for customer and meeting report follow-up
Microsoft Flow notification for contract renewals
Task management using a Plan from Planner that is connected to iGlobe CRM
A simple customization to iGlobe CRM with an integrated SharePoint list for customer competitor pricing, providing an easy way to manage the challenge with handling competitor pricing
Delivery of insights about customers, segments, competitor pricing, and sales processes with Power BI reporting for iGlobe CRM using user-friendly and clickable dashboards
Mobile capabilities through PowerApps for iGlobe CRM giving teams access to the latest customer meeting reports
Finally, Office 365 Add-ins for iGlobe CRM like, iGlobe Outlook CRM Add-in and iPlanner Pro provide a digital workplace to enable deeper collaboration within the sales team and across the entire organization.
Results
Whether they’re in administration, front-end sales, back-end sales, or management, Hydra-Grene A/S employees now have one platform for communication, collaboration, reporting, documentation, and customer information. Through iGlobe CRM, employees are able to deliver the correct price and quality for each customer, and they now have the means of managing the details. This has simplified their business processes and helped them ensure that their offering is of top quality and that they continue being a market leader.
.
RACOON RENGØRING & EJENDOMSSERVICE WORKS WITH IGLOBE CRM TO GAIN FULL CONTROL OF THEIR CUSTOMER, COMPANY, AND REPORTS DATA
Summary
Racoon offers superior cleaning solutions and high-quality service. Ensuring happy and content customers requires delivering quality cleaning services with every visit. Racoon needed a business application that integrated into Office 365. iGlobe CRM Office 365 business application solution provided better collaboration in Microsoft 365, making it easier to do a great job with every visit. Happy employees at Racoon can now focus more effort on the job and service delivered to the customer.
Challenge
Quality cleaning requires more than a broom, dustpan and mop. There is information and history that needs to be captured and shared. In a highly competitive cleaning market, delivering quality cleaning services and after-service is essential, and attention to details matters, particularly as it pertains to customer relations and collaborating with other workers. Racoon success was tied to delivering a great customer experience on every visit and that means managing those details.
Strategy
Using Microsoft Office 365 as a cloud platform and business applications platform, Racoon wanted a solution to manage their customer relations, documentation, history, tasks and collaboration both internally and externally. Racoon required a solution that gives users an experience of working in a user-friendly workplace that can be accessed from different devices, both at the office and in the field, and is based on and seamlessly integrated with Office 365. In addition, Racoon wanted a solution that could be customized to their specific needs without being affected by standard updates from Microsoft or the solution provider. Racoon wanted to realize Microsoft’s promise, of always being on the latest version with no additional cost. Finally, because of GDPR they required data to be on their Office 365 and not at the solution provider.
The solution was to use Office 365 and iGlobe CRM Office 365. Using iGlobe CRM Office 365, Racoon was able to build integrated SharePoint Online sites for customers, manage tasks using a Plan from Planner that is connected to iGlobe CRM, utilize Teams for effective collaboration, and deliver insights with Power BI reporting for iGlobe CRM and Power BI as user-friendly and clickable dashboards. PowerApps provided mobile capabilities for iGlobe CRM. Office 365 Outlook Add-ins like, iGlobe CRM Add-in iPlanner Pro, and iGlobe Teams App Office2SharePoint, Racoon provided a digital workplace to enable deeper collaboration in a Team, and the entire organization. Whether they’re in administration, quality inspection or do the cleaning, Racoon employees now have one platform for communication, collaboration, reporting, documentation, customer information and a special Office 365 App for inspections.
Results
Through iGlobe CRM, Racoon now has one platform for delivering quality in every visit, and a means of managing the details. This has simplified their business processes and helped them ensure that their cleaning services are top quality.
"It’s easier than you think. Employees catch on quickly with easy, familiar tools. You don’t have to worry about installing new software. It’s all deployed on Office 365 and available on all our devices. With the “One Click will do the trick” philosophy, iGlobe CRM is a well-designed app, that makes a user experience feel like it was made just for us."
- Thomas Rodenberg
CEO
Racoon Rengøring & Ejendomsservice
HILL ASSOCIATES IMPROVES THEIR CUSTOMER RELATIONSHIP MANAGEMENT WITH MICROSOFT 365 AND IGLOBE CRM
Summary
Representing products and furnishings for restaurants, bars, hotels, casinos, schools, clubs, conference centers, and senior living facilities, Hill Associates is a 33-year-old business with sales offices in New Mexico, Arizona, Colorado, Utah, Wyoming, and El Paso, Texas.
As an organization focused on providing their customers with the best products, pricing and service, Hill Associate views their relationship with customers as more than sales numbers. To better manage these relationships, Hill Associates looked for a Customer Relation Management solution based in Office 365, specifically with Outlook and Teams availability. Hoping to find a solution that would also help the organization improve individual and team productivity as well as accelerate and increase sales, Hill Associates turned to iGlobe for help. iGlobe CRM with Office 365, Teams, Microsoft Flow, Planner, PowerApps, and Power BI were chosen to organize, support, and accelerate Hill Associates’ sales and customer service processes.
Challenge
As Hill Associates’ business grew and became more complex, it became apparent that their system of for tracking contacts wasn’t working. In addition, manufacturers and the growth of the industry were increasing the need for marketing campaigns created in-house, rather than outsourced. Along with their growth came growth in their sales force, necessitating that Hill Associates find an easy way to communicate to each employee in the company.
Modern IT is meant to improve both individual and team productivity. Some of the challenges facing Hill Associates were managing internal communication and planning activities efficiently; managing contacts and communicating with them through marketing campaigns and determining which IT platform could be integrated with the already familiar Microsoft Office 365 all while providing the most secure and user-friendly experience.
Strategy
First, Hill Associates migrated to Office 365 and began transferring contacts over from the Mac OS software they’d been using. Once that was completed, Hill Associates looked at and tried several CRMs, but didn’t find one that fit their specific needs. After discovering that Office 365 offers many services that can improve productivity, both individually and collaboratively, Hill Associates determined that the CRM they would move forward with ideally should be simple to use, would seamlessly integrate with Office 365, would both use and be available across Office 365, where Teams and Outlook are key access points. Hill Associates decided to move forward with iGlobe, as it had everything they were looking for. It was an easy-to-use CRM that was customizable, and had the ability to create email lists, could integrate MailChimp with Microsoft Flow, and it is fully integrated in Office 365.
Results
Using iGlobe CRM, which integrates with Outlook and Teams, Hill Associates employees can work with their data from either platform without opening the CRM application itself. Working with iGlobe CRM, Hill Associate employees can sort data by customer type, territory, or sales representative, helping them create more targeted marketing campaigns. Using Power BI, employees get an overview of current customers and contacts in a clear and concise way, that was all but impossible before, making it much easier to plan activities.
Hill Associates generates a lot of emails and quotes in projects which can now be saved from Outlook using the iGlobe Outlook Add-in for iGlobe CRM. Customer inquiries are converted and added into iGlobe CRM and followed up by creating a Planner task. Using iGlobe MIPA – a personal assistant App for Outlook and Teams, users have always-on access to their tasks and activity list, ensuring tasks are not forgotten. Customer feedback is also organized in a similar way and can be used in order to provide great individual customer service.
Hill Associates decided to leverage Teams to communicate on projects within the company. Often, employees begin working on a restaurant or hotel project in the early phases of design and others in the company will join and work on the project at various stages. Teams helps keep all project members up-to-date with meeting notes, documents, and Planner tasks. In conjunction with iGlobe it is now even easier to be more productive using Teams. All users’ Teams have MIPA implemented as a tab. MIPA gives a complete overview of tasks pulled from Planner, Outlook To-Do, meetings, and from the iGlobe CRM. With MIPA, Hill Associate employees can more easily maintain timely follow-up on customer meeting reports and on sales opportunities, making it easier for the account teams to reach their sales targets. MIPA provides an all-in-one reference for users inside Teams. Users can also make an iGlobe CRM tab inside Teams whenever it’s relevant.
Additionally, with iGlobe and Office 365, Hill Associates knows the solution is always up-to-date and can provide availability on all devices, even when users are out visiting customers.
“We have been using iGlobe for almost 3 years now and are realizing the full potential of this CRM for our business. We also love the ease of use and the integration within Office 365, it really is seamless. All of this is backed up with excellent support, iGlobe and RyanTech listens to our needs and give us amazing detailed support. I would highly recommend iGlobe for your business.”
"
- Larry Hill
CEO
Hill Associates
.