Premium China Funds
Dynamics 365

Maximising efficiency for PCF through Dynamics 365 (CRM)

Challenge

Premium China Funds (PCF), a boutique funds management group, administered internal processes manually and via Excel spreadsheets, which was time consuming and allowed room for human error
They sought to automate these processes and increase efficiency; whilst mitigating the risks associated with manually handling data
They also wanted to increase the visibility of the sales process and activity, and wanted a responsive web-based application to do this

Dynamics CRM was identified as the best system to consolidate and centralise PCF’s data
As a responsive, web-based application, it ensures maximum effectiveness of the sales time, and provides consistent and repeatable processes that ensure compliance
Adoption of the CRM by the Sales and Marketing teams, removes friction from the process and improves visibility and collaboration across the departments

The implementation of Dynamics CRM has streamlined the administrative processes used across PCF’s Sales and Marketing teams
This enables efficient prioritisation of activities, which in turn, maximises revenue opportunities and increases profitability
Visibility across sales and marketing activities is enhanced, which increases productivity, and the simplified, centralised system also improves user experience
The new CRM system enables PCF to optimise their customer relationships and improve overall customer experience