Surrey-based IPA Purchasing provides purchasing and procurement services for a range of multi-site organisations across the UK.

IPA Purchasing helps its customers save money on their supplies. Staff at IPA keep track of their business with a customer relationship management system delivered on Microsoft Dynamics 365. When it came to making the latest improvements to their CRM, they found it difficult to work with their development company to achieve the changes they wanted to make. Akita stepped in to help with the company’s Dynamics 365 project.

Through careful consultancy to understand IPA’s business and its requirements, Akita was able to deliver the project smoothly and efficiently. Updates include advanced reporting on monthly sales amounts, with a comparison to the same sales period the year previously. If comparative sales show a significant drop, a workflow triggers a review of the account. The account manager is then required to investigate changes in spending and report back within Dynamics 365.

Akita has also helped to customise IPA’s Dynamics 365 installation. This included removing unnecessary menu items and creating an improved information hierarchy for customer entries.

The latest upgrades have significantly improved the functionality of Dynamics 365. IPA now receive more in-depth and comparative data on sales, which helps the company to focus its energies on accounts that need the most attention. This in turn ensures sales remain consistent, ensuring business performance remains strong year-on-year.

Improvements to the Dynamics 365 interface have also increased the efficiency of the CRM for users, ensuring they can get straight to the information they need.

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