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truRatingMicrosoft Dynamics CRM

Case Study

BackgroundWho are truRating?truRating is an innovative company that give retailersaccess to powerful real­time customer insight. At thepoint­of­transaction in­store customers are invited toprovide feedback by answering a single truRatingquestion about their experience, by ranking it from 0­9using the payment terminal.

The London­based company began trading in January2015 and has rapidly established an impressive client­base of more than 150 retail organisations.

Case Study: truRating

This entrepreneurial start­up understood the importanceof getting the right technology foundations and businessprocesses in place, to ensure a smooth launch and alsoto support its ambitious global expansion plans.

Management Accountant at truRating, Nick Gentexplains: “We knew that before we took the truRatingproposition to market we needed a robust and agilefront­to­back­office system built around an integratedcustomer relationship management (CRM) andaccounting system.”

UK based start-upProvide retailers withcustomer feedbackClient base of over 150retail organisations

ChallengeA robust front to backoffice system neededHad to be able toaccommodate multiplesaccountsNeed for an integratedCRM and Finance system

SolutionDynamics CRM which couldhandle the financial side,as well as the customermanagementBespoke system created todo everything truRatingneed

BenefitsBilling process fullyautomatedFaster paymentsAble to work withretailers of all sizesSystems can grow withthe business

The Challenge

Case Study: truRating

The SolutionThe truRating team was already using Microsoftapplications and it recognised that Microsoft Dynamicswould be the ideal fit for the business. However, just asimportant as selecting the right technology waschoosing the right partner that could work closely withthe company to implement and tailor the solution to itsexact specifications.

With Microsoft partner, Advantage Business Systems,located several minutes from truRating’s CentralLondon office, it was a perfect situation, as Gentcomments: “In Advantage we found a partner that waseager to work collaboratively with our sales and financeteams both on and off­site throughout the project.” Itwas an approach which proved to be both reassuringand productive for all involved.

Getting Advantage engaged at the early stages of thecompany’s formation delivered many benefits. “Wewere still in the midst of defining our businessprocesses,” explains Gent. “The Advantage team weregenerous with their time, taking every opportunity tounderstand what we wanted both now and in the future.Its deep analysis was invaluable, helping us to refineour working practices and match them with processautomation to maximise the productivity andperformance of our small but rapidly expanding team.” 

The solution hasbeen tailored to ourspecific processesand as it is fully

integrated with ourMicrosoft

infrastructure, it ispart of the fabric ofthe business. It just

works!

Case Study: truRating

The Benefits

Advantage implemented Microsoft’s Dynamics CRMand the ERP (enterprise resource planning) solutions.Together they work in harmony from the moment leadsare registered in the system, during the on­boardingprocess as clients are transitioned to full accounts, rightthe way through too invoicing for the truRating service.Gent adds:

“The solution has been tailored to our specificprocesses and as it is fully integrated with our Microsoftinfrastructure, it is part of the fabric of the business. Itjust works!”

One of the key aspects of the project was perfecting thebilling engine. Clients pay per truRating they receive soit was essential that the system would be able to copewith recording such high volumes of transaction data tosimplify the invoicing process.

 It was also important that it could handle multi­currencytransactions. Gent observes: “We work with retailers ofall sizes and some have complex environments. Thework done by Advantage to integrate MicrosoftDynamics CRM and ERP means our billing process isfully automated and as a result invoices can be issuedquicker, resulting in faster payments.”

MicrosoftDynamics CRM -

what does it do?

Manages your customers

Handles allyour billing

Links all areas ofyour business

Works with 3rdparty products

Real time reportand analytics

He adds: “The hard work we all put in at the earlystages means today we have a bespoke system thatworks exactly as we want it to and we have theconfidence that it will grow as we do.”

Case Study: truRating

Feeling Inspired?See how Advantage can improve your business, just like truRating

Contact us:

T: 0203 004 4600 | E: info@advantage.co.uk | W: www.advantage.co.uk

With Microsoft Dynamics in place truRating iscontinuing to work with Advantage to ensure thetechnology is being utilised to its fullest potential todrive the business forward:

“With Sales and Finance already reaping the rewards,we are looking at other areas of the business that couldbenefit such as marketing.” Gent concludes: “Ourrelationship with Advantage has been a very positiveand productive and their team feeling very much like anextension of the truRating team.”

Our relationship withAdvantage has

been a very positiveand productive andtheir team feelingvery much like anextension of thetruRating team!