IM360
About Ingram Micro
Ingram Micro helps businesses Realize the Promise of Technology™. It delivers a full spectrum of global technology and supply chain services to businesses around the world. Deep expertise in technology solutions, mobility, cloud, and supply chain solutions enables its business partners to operate efficiently and successfully in the markets they serve. Unrivalled agility, deep market insights and the trust and dependability that come from decades of proven relationships, set Ingram Micro apart and ahead.
Ingram Micro amplifies the value of its position at the intersection of thousands of vendor, reseller and retailer partners. Using Microsoft Power Platform and Dynamics 365, it offers a master class in the exquisite balance between efficiency and the all-important personal touch.
Industry
Technology and Supply Chain Services
Situation
Global technology leader Ingram Micro is proud of its elite sales team, but it wanted to help them achieve more and heighten job satisfaction. They needed a way to take the “finger work” out of sales conversations and focus on the customer relationship.
Solution
The company used Microsoft Power Platform to automate sales quotes, using AI-based automation with existing customer information residing in IM360. It added powerful reporting capability from Power BI Premium for an in-depth picture of every customer.
Impact
Ingram Micro is more agile than ever, and its customers benefit from its proactive, relationship-based sales team. However, with about 7 minutes saved on every quote, that team is reinvesting thousands of hours back into customer relationships - a win-win.
IM360 – Help Sellers Sell and Buyers Buy
Ingram Micro walks the talk: it helps businesses fully realize the “promise of technology” while constantly improving its own processes. The Irvine, California–based company innovates and prioritizes experience for both Ingram Micro employees and customers. After rolling out Microsoft IM360 to unify customer data and improve sales processes, the company embarked on the next step in its program to amplify the synergy between relationships and data. For one of its many initiatives, Ingram Micro used Microsoft Power Platform, especially Microsoft Power Automate and Power BI Builder, along with Microsoft Azure SQL.
Core Capabilities of IM360 – Actionable Insight
The guided process flows on the Lead and Opportunity form tell you exactly what to do next. You can quickly find out the steps you must take to increase the likelihood of a successful sale and an increased sales count.
Manage customers and deals where and how you work, whether its web apps or Outlook across smartphone, tablet, PC and Mac.
- Opportunity to Quote to Order
It is easy to move a customer through the Sales funnel. Just generate a quote right from the opportunity you’re working on and activate it.
- Partner and Contact Management
Use the partner dashboard to give a quick view of their interactions across opportunities, cases and other relevant information.
Once in the app, quickly get an overview of what’s happening with a customer, such as communications with them, progress of individual deals, and much more, all in one place.
All the appointments you schedule while you work on an opportunity, the emails that you send or the phone calls you make are available in one place, giving you all the context, you need to do your job.
The out-of-the-box dashboards and charts have almost everything that you need to get insight into your business.
- Goals and Achievements insight
The out-of-the-box Goals feature of IM360 provides the ability to manage KPIs in just a few clicks. You can use goals to compare targets and actuals for a defined period.
- IM360 for Sales Outlook Integration
With IM360 App for Outlook, you can: Link email messages, meetings, and appointments to a row in your app. For example, link an email message to a specific account, opportunity, or case.