Streamlining Logistics and Boosting Growth for a Canadian FMCG Distributor
Zelite Solutions partnered with a Canadian FMCG distributor to revolutionize their operations with Dynamics 365. By centralizing data, enhancing driver performance, and reducing costs, the solution drove revenue growth and operational efficiency. This success story highlights Dynamics 365's power in streamlining logistics and gaining a competitive edge in the FMCG industry.
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This case study explores how Zelite, a leading Dynamics 365 solutions provider, partnered with a Canadian 3PL company to transform their operations and support their ambitious growth plans. The client, specializing in FMCG replenishment for convenience stores and gas stations, needed a robust solution to overcome limitations in their existing mobile application and legacy systems.
Rapid growth had outpaced the capabilities of their basic mobile app used by field sales and merchandising representatives. They faced challenges in:
- Monitoring Driver Performance: Limited visibility into driver activities and performance metrics.
- Managing On-site Activities: Difficulty in managing sales, merchandising, inventory, customer transactions, and cash handling.
- Data Analysis and Visibility: Lack of integrated systems hindered data analysis and overall operational visibility.
- Scalability for Growth: Existing systems could not support their planned expansion.
Zelite designed a comprehensive solution centered on Dynamics 365, hosted in a secure private Canadian cloud:
Microsoft Dynamics 365 CRM:
This cloud-based platform centralized customer data, streamlined sales processes, and provided real-time insights into customer interactions and overall sales performance.
Microsoft Dynamics 365 Sales Enterprise:
This advanced version of Dynamics 365 CRM offered additional functionalities to enhance the sales team’s capabilities.
Microsoft Dynamics 365 Field Service:
This mobile-centric platform empowered drivers with tablets to perform various tasks while on-site, including:
- Secure Order Placement
- Merchandising Support
- In-Truck Inventory Management
- Customer Surveys
- Proof-of-Deployment Photo Capture
- Cash Receipt Issuance
Integration with Microsoft Dynamics AX:
Seamless integration connected existing ERP data with Dynamics 365 CRM for a unified view of operations.
The successful implementation of the Dynamics 365 solution transformed the client’s business:
- Improved Revenue: Streamlined processes and enhanced sales capabilities led to increased revenue generation.
- Enhanced Driver Performance: Dynamics 365 Field Service enabled route optimization, improved customer interactions, and increased store visits per truck, resulting in better sales performance.
- Reduced Operating Costs: Optimized workflows minimized inventory levels on trucks and reduced fuel consumption.
- Eliminated Cash Shrink: Improved cash management practices minimized cash handling discrepancies.
- Introduced New Services: Dynamics 365 empowered them to expand their service offerings with new value-added services for clients.
- Increased Visibility: Real-time data and insights facilitated informed decision-making and improved operational control.
- Improved Employee Productivity: Mobile tools and streamlined workflows boosted driver accountability and overall productivity.
“The time savings are substantial. In some cases, it is upwards of a 50% reduction in time – fabulous results,” said Adam Baksh, VP of the client company.
This case study exemplifies the transformative impact of Zelite’s expertise in crafting tailored Dynamics 365 solutions. By implementing a comprehensive solution centered on Dynamics 365 CRM, Dynamics 365 Sales Enterprise, and Dynamics 365 Field Service, Zelite empowered the Canadian FMCG distributor to achieve significant operational excellence and propel business growth.
The client’s success story underscores the power of Dynamics 365 in streamlining logistics, boosting sales performance, and gaining a competitive edge in the fast-paced FMCG industry. By enabling real-time visibility, improved data analysis, and mobile-driven efficiency, Zelite has positioned the client for continued success in the ever-evolving landscape of logistics and supply chain management.
