Case Study: High Mountain Imports

The client’s company is US-based, it specializes in the distribution of smoking accessories for niche markets.   

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Project Brief

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CRM Implementation and Sales Process Optimization

The objective of this project was to implement a CRM solution and optimize sales processes for High Mountain Imports, enabling improved customer relationship management and enhanced sales performance.

  • The client was using LeafLink CRM for their sales process, Expensify for expense management, and QuickBooks for the Accounting process. 
  • There was an urgent requirement for a centralized system to manage all processes on a single platform.
  • The client wanted to streamline its business processes.
  • The client wanted integration between Business Central and LeafLink.

Solution Delivered

After we began working on this project, we assessed and verified the current situation and the customer’s requirements. Then, we defined an action plan to deliver the required solutions that resolve all their challenges.

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  • We used a phased approach for business migration to the new platform. Configured Dynamics Business Central essential and premium setups.  
  • Integrated Dynamics Business Central with LeafLink via a customized solution.
  • Managed Bi-Directional data flow between LeafLink and Business Central.
  • We then smoothly migrated the data and processes from QuickBooks to Dynamics Business central.
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Value Delivered

Planning

Better visibility of business processes and sales and financial data within a single system.

Marketing Automation

Real-time information regarding income statements, P&L, Budgets, and other detailed custom Financials reports.

Accuracy

Smooth business transition to new system with zero downtime and negligible business impact.

Data Structure

Simplified work processes and increased user productivity. A highly scalable solution to support future business growth.

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