Casestudy Trek Bicycle
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Scribe Software and Trek Bicycle Case Study Trek Bicycle has made a deep commitment to taking dealer relationships past the traditional distribution model. By applying the manufacturing theory of continuous improvement they help dealers maximize profits and customer service. Complete dealer account information housed in Microsoft Dynamics CRM, allows Trek’s outside sales team to collaborate with dealers to achieve improvement goals. DATA ANALYSIS WITH MICROSOFT BL STACK Using Scribe to combine information from JDEdwards ERP with data collected in CRM, Trek is able to take full advantage of the analysis and reporting functions of the Microsoft Bl (business intelligence) tools. Analysis results are delivered through CRM dashboards to monitor the effectiveness of continuous improvement efforts. WARRANTY AND SOFTWARE SUPPORT Detailed warranty claims information originating in JDEdwards is surfaced in CRM via Scribe to simplify joint dealer and manufacturer customer service. Support for Trek’s Ascend bike dealer management software is managed through Microsoft Dynamics CRM to further strengthen the relationship between manufacturer and distributors. CHALLENGE: NO CENTRALIZED ACCOUNT DATA • Before CRM, Trek salespeople used Outlook to manage dealer accounts, spending too much time searching for past correspondence. • Information on lifetime warranty claims, managed in JDEdwards, were not easily accessible to salespeople working with dealers. • To support measurement of the success of Trek’s continuous improvement dealer programs, data needed to be collected consistently. TREK www.trekbikes.com TREK Trek Bicycle is a global leader in the design and manufacture of bicycles and related products. Trek believes the bicycle can be a simple solution to many of the world’s most complex problems, and is committed to breaking down the barriers that prevent people from using bicycles more often for transportation, recreation and inspiration. Trek Bicycle Bicycle manufacturer supports continuous improvement in dealer operations “ CRM by itself is just a tool. Marrying it with ERP data makes it valuable. Scribe makes it happen. ” - David Peterson, Enterprise Collaboration Manager, Trek Bicycles
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Trek bicycle
Transcript of Casestudy Trek Bicycle
Scribe Software and Trek Bicycle Case Study
Trek Bicycle has made a deep commitment to taking dealer relationships past the traditional
distribution model. By applying the manufacturing theory of continuous improvement they help
dealers maximize profits and customer service. Complete dealer account information housed in
Microsoft Dynamics CRM, allows Trek’s outside sales team to collaborate with dealers to achieve
improvement goals.
DATA ANALYSIS WITH MICROSOFT BL STACKUsing Scribe to combine information from
JDEdwards ERP with data collected in CRM, Trek
is able to take full advantage of the analysis
and reporting functions of the Microsoft Bl
(business intelligence) tools. Analysis results
are delivered through CRM dashboards to
monitor the effectiveness of continuous
improvement efforts.
WARRANTY AND SOFTWARE SUPPORTDetailed warranty claims information
originating in JDEdwards is surfaced in CRM via
Scribe to simplify joint dealer and manufacturer
customer service. Support for Trek’s Ascend
bike dealer management software is managed
through Microsoft Dynamics CRM to further
strengthen the relationship between
manufacturer and distributors.
CHALLENGE: NO CENTRALIZED ACCOUNT DATA• Before CRM, Trek salespeople used Outlook to
manage dealer accounts, spending too much
time searching for past correspondence.
• Information on lifetime warranty claims,
managed in JDEdwards, were not easily
accessible to salespeople working with
dealers.
• To support measurement of the success
of Trek’s continuous improvement dealer
programs, data needed to be collected
consistently.
TREK www.trekbikes.com
TREK Trek Bicycle is a global leader in the design and manufacture of bicycles and related products. Trek believes the bicycle can be a simple solution to many of the world’s most complex problems, and is committed to breaking down the barriers that prevent people from using bicycles more often for transportation, recreation and inspiration.
Trek Bicycle
Bicycle manufacturer supports continuous improvement in dealer operations
“ CRM by itself is just a tool. Marrying it with ERP data makes it valuable. Scribe makes it happen.”- David Peterson, Enterprise Collaboration Manager,
Trek Bicycles
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Salespeople work collaboratively with bike dealers for continuous improvement of customer service and sales excellence.
SOLUTION: MICROSOFT DYNAMICS CRM AND SCRIBE• Microsoft Dynamics CRM serves
as the single interface for the
sales and support teams. All email
correspondence is attached to accounts
for complete dealer interaction records.
• Scribe integrations populate past and
current account activity, warranty
claims data and support from JDEdwards and other systems into CRM.
• Using Scribe Online Replication Services, system-wide data is analyzed using Microsoft BI tools
including SQL Reporting Services.
RESULTS: COMPLETE DATA SUPPORTS COLLABORATION• Microsoft Dynamics CRM allows salespeople to manage their accounts without ever leaving
Outlook.
• Scribe’s ease of use allows the IT team to quickly respond to sales requests for additional
information to be managed in CRM.
• Dashboards, reflecting system-wide data are displayed in CRM to allow managers and salespeople
to monitor continuous improvement.
• Support for Trek’s Ascend bike dealer management software is managed in CRM, providing further
data to improve dealer relationships.
“ We need the data from JDEdwards to be easily accessible to the sales and support teams.” - David Peterson, Enterprise Collaboration Manager, Trek
