Electrical Power Equipment Manufacturers' Sales Representative Leverages Dynamics 365 to Streamline Its Sales Process and Optimize Value-Add to Customers

Headquartered in Ridgefield, Washington, Peak Measure has been delivering premium electrical apparatus and equipment products and services to the electrical power industry in several states in the Western US for over four decades. As a Sales Representative for multiple electrical and power equipment manufacturers, Peak Measure provides best-in-class products to customers to increase the value and reliability of their operations including fault indicators and sensors, protection and precision timing, transformers, HV Circuit breakers, cabling, and systems with intelligence. The Peak Measure Team consists of knowledgeable and dedicated professionals who help manufacturers to deliver their products and services throughout Alaska, Idaho, Hawaii, Montana, Oregon, Utah, and Washington. Peak Measure’s goal is to optimize the efficiency, effectiveness, safety and reliability of customers’ electrical power solutions.

In October of 2020, Peak Measure partnered with Bond Consulting Services (BCS) to implement a solution that would support their mission of optimizing value-add for their customers. BCS quickly got to work on customizing and deploying Dynamics 365 Sales, Microsoft’s premier cloud-based CRM solution, to build a comprehensive process flow to better track Peak Measure’s sales opportunities, from initial customer contact through to the generation of an order. The BCS Team configured the Dynamics 365 Sales environment with Exchange Online and SharePoint Online integration, along with a Sales Workflow and Business Process Flow to help their customer service team navigate new opportunities and close deals faster. The BCS Team worked closely with Peak Measure to design an effective solution including custom fields, charts, reports, and a 4-panel dashboard in Dynamics 365 Sales to meet the company’s unique business needs. BCS also provided Peak Measure with Dynamics 365 Sales licensing including Dynamics 365 Sales Professional licenses for 11 users.

The Peak Measure Team is thrilled with their new CRM environment and has been using it for the last several months to streamline their sales operations. BCS continues to provide ongoing configuration consulting and support services to Peak Measure to ensure they are getting the most out of their Dynamics 365 Sales solution.

To learn more about Dynamics 365, please reach out to the BCS Team at sales@BondConsultingServices.com

or call (562) 988-3451!