Knowledge Factory appoints Mint to develop a sales and client services solution

Project Sheet 24 August 2015

Knowledge Factory appoints Mint to develop a sales and client services solution, using Microsoft Dynamics

Property of Mint Management Technologies 2015

Knowledge Factory is a leading data, property and marketing insight services company. We consolidate, interrogate and interpret relevant data sets to provide clients in the financial, hospitality, FMCG, property, and media industries with reliable market data. Knowledge Factory is a proud subsidiary of Kagiso Media Limited, South Africa’s largest BBBEE media group. Knowledge Factory required a solution to manage the sales and client services processes and have selected Mint to provide a solution.

“Mint was able to demonstrate a good understanding of our business and was able to deploy a solution that is flexible, and caters for our requirements. In addition, Mint has

extensive knowledge in providing Mobile solutions”Mohammed Areff – MD Knowledge Factory

www.mint.co.za [email protected] +27 (0) 11 856 4400 @mint_consulting

About the Client

http://www.google.co.za/url?sa=i&rct=j&q=&esrc=s&frm=1&source=images&cd=&cad=rja&docid=K6ifNACQ5vVT-M&tbnid=u8qQkdU5IvPdkM:&ved=0CAUQjRw&url=http://www.knowledgefactory.co.za/&ei=v1lmUqekFOXK0QWfw4GoDw&bvm=bv.55123115,d.ZGU&psig=AFQjCNGu7_cr_C448Go5SVXLzca0XRSm1A&ust=1382525752386293

Knowledge Factory’s requirements include: • The ability to capture all leads, opportunities, accounts

and track all leads to closure;• Enable more effective team selling with team-based

ownership;• Create and monitor customized offers and pricing for

each opportunity;• Better identify and leverage extended relationships

(lawyers, consultants) in the sales process;• Streamline proposal creation;• Establish consistent sales processes enterprise-wide

with predefined workflows;• Measure and report on each aspect including sales

team activities & targets by region, offering and period.


Sales Requirements

• Manage accounts with insight and collaboration to enhance customer services through actionable intelligence;

• Respond to cases faster with access to complete case and customer data;• Use guided business processes and scripted dialogues to deliver fast and precise service

regarding case resolution;• Manage cases across individual and team queues that are user friendly and configurable,• Personalize data views, dashboards and navigation• Flexibly manage cases across channels for customer convenience;• Simplify contract management to develop and revise customized customer contracts• Use embedded workflow to trigger activities to consistently deliver the right level of

service.


Service Desk Requirements


Knowledge Factory’s requirement is for a Customer Relationship Management solution to manage the sales and client services processes to cover the following aspects: Sales Service Desk Marketing Mobile

Together with

Above: Screen shot of a Lead Screen from Dynamics CRM


Solution


Microsoft Dynamics CRM is designed to support the effective management of customer relationships and lifecycle, from initial lead right through to after sales activity. When implemented successfully through the right partner, such as Mint, Microsoft CRM is proven to improve client retention and attraction by facilitating excellent customer service. Mobility functionality initially included covers reporting and service call escalations. Above: Screen shot of a Lead Screen from

Dynamics CRM


Solution


Offers users a familiar interface allowing for quick deployment and minimal user training;Acts as the central repository for all client information and enquiries, including leads and marketing activities;Scalable to expand as the business requirements grow and can be deployed in iterations based on business priority ensuring immediate value is derived from the investment;Provides Management with an overall view of a customer through tailored dashboards and reports. Above: Screen shot of a Lead Screen from

Dynamics CRM


Benefits


Knowledge Factory liked Mint’s various options for deployment of the solution, including Mint’s Agile approach whereby a specialist consultant would go on-site at Knowledge Factory as agreed to gather the requirements and configure the solution as determined in the proposal. Mint’s vast knowledge & expertise in managing and deploying CRM Solutions gave the customer peace of mind that the right partner had been selected.

Contact us today to find out how your business could benefit from our Microsoft Dynamics CRM offerings.


Why Knowledge Factor chose Mint

Knowledge Factory appoints Mint to develop a sales and client services solution

Technology

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