Customer Dynamics and Tetra Financial

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“We looked at a number of CRM packages, but in the end Microsoft Dynamics CRM made the most sense,” says Ben Larisch of Tetra Financial, a Salt Lake City firm that specializes in financing leased assets and equipment for companies across the nation.

Tetra develops leads from Bradstreet & Dun and works with an unusually broad range of industries, so they had a lot of information to work with. Unfortunately, the information was in scattered notes, assorted documents, and even just in the brains of their sales force. To keep up with their level of growth and meet their future goals, Tetra had to streamline their system.

Since Tetra already used Microsoft Office across the board, Microsoft Dynamics CRM was the best choice for them, and Customer Dynamics was their choice to customize the installation to suit their needs precisely.

“Ryan Redmond at Customer Dynamics has very broad expertise and knowledge in the sales process, in CRM, and in business in general," says Larisch. "He was able to assist us in fine-tuning our sales process and in learning how best to take advantage of the software.”

Making best use of the CRM was key for Tetra. The company had been using a standalone CRM, but it kept them dependent on paper reports. An integrated system meant changes in workflow, but it also made a big difference for the company.

“Before, all our notes were scattered throughout the system. Microsoft Dynamics CRM provides one central repository for
information, maintaining critical data all in one place. Our managers are able to quickly review notes, evaluate where each salesman is with regards to every lead, and oversee the overall process in a much more efficient manner,” says Larisch. “Customer Dynamics really helped us in optimizing our sales process and in the management of it. Managers have better visibility of the entire process and can focus their efforts more effectively in providing assistance when and where it is needed.”