Melville Morgan.

Tags:

Dynamics 365 Sales
Melville Morgan needed a more efficient and cost effective way of running their business, Dynamics 365 was the solution.

Melville Morgan is a family run funeral directors that provide complete funeral services to families across Northern Ireland.

Challenge.

Due to Melville Morgan mutliple sites, communication between the offices was becoming difficult to manage and keep sensitive client information accurate

Melville Morgan wanted to improve management of the funerals they arrange in order to provide a better service to customers.

Solution.

Using Dynamics 365 Leaf created a central system that holds all details for each order on the same page, allowing users to generate a document with all necessary details available. Users can generate a customer invoice with details of all products purchased and full details of the funeral. This allows for a streamlined process.

Moving away from a paper-based system has allowed a more streamlined process, more efficient work and better communication internally.  Dynamics 365 allows Melville Morgan to get a better insight into the services they provide by producing meaningful views and charts, allowing them to identify any areas of opportunity or any weaknesses.

Results.

This solution provided the following for Melville Morgan:

  • Streamlined processes.
  • Accurate job information available across all sites.
  • Easy to add products to a job sheet.
  • Meaningful views and charts.
  • Better communication.
  • A paperless environment.

get in touch

Contact us to discuss your requirements

talk to us

Nick Berryman

Managing Director

.

Tags:

Dynamics 365 Sales

get in touch

Contact us to discuss your requirements

talk to us

results driven IT
services for the
modern business.

talk to us

want to stay connected?
Subscribe for our updates.