“Initially, we had been tracking all of that information in six separate Excel spreadsheets,” shares May. “It was impossible to keep records up to date and we risked having important details slip through the cracks. We knew we needed a better way to control our data as we worked through the process.”
Problem Solved: Microsoft Dynamics CRM and Cargas Expertise
To overcome the technology constraints that were thwarting their ability to grow their company, May and his partner turned to Cargas Systems in late 2013. In July 2014, the company had the integrated database solution they needed.
Cargas implemented Microsoft Dynamics CRM to give Keystone Novelties the centralized data control they required to more smoothly work through all the logistics involved with their business.
“They took the out-of-the-box solution and configured it to meet our very specific needs,” says May. “Cargas’s Dave Packard found where our needs and the features, functions, and the capabilities of the Microsoft CRM intersected. Besides his expertise with the Microsoft CRM, he also understood our business needs and goals.”
Results Worth Celebrating
With implementation of the Cargas solution, Keystone Novelties has increased its number of sales sites by 47% since they bought the business in 2012. According to May, they’ve only increased their permanent staff by one employee.
“We never could have achieved that scale without gaining better control over our information,” explains May. “Cargas has given us the efficiency of using a single database, and the solution has drastically reduced human error and mistakes.”
“As a logistics business, having control over data is the lifeblood of our business. We all feel very good about where we are and where we’re headed because of the control we’ve gained because of Cargas’s expertise.”