Talk, and let reporting happen on its own

Alsatian manufacturer of safety footwear (PPE), 50 years of expertise
~100 employees in France · present in 80+ countries
Dynamics CRM

285

Reports generated since rollout

+45 min

Saved per day in commercial time

+85%

Time saved per report versus manual entry

El reto

A complex product catalog, a heavy Dynamics integration to carry.

For Sébastien Jung, Sales methods and process manager at Lemaitre Sécurité, the challenge was to simplify day-to-day work for a field team facing a dense product catalog (hundreds of SKUs, standards, models) - for the benefit of the whole sales organization, without changing how reps work or making an already demanding Dynamics integration heavier.

Antes de Trustlead

Reps had to juggle visit prep (knowing the right SKUs for each customer) and CRM entry - two time-consuming tasks that were rarely both done well.

Con Trustlead

Puesta en marcha

Lemaitre Sécurité’s product catalog was integrated as a knowledge base in Trustlead. No imposed change to how reps work: they keep running visits as usual, Trustlead handles reporting behind the scenes.

Casos de uso en campo

Easier meeting prep with direct access to the right product references
Report dictated when leaving the meeting
Automatic push into Dynamics, with no manual re-entry

Impacto y resultados

Preparation

Direct access to product references before each visit

Smooth adoption

No change of working habits imposed on reps

“User feedback is unanimous: the app is simple, they arrive prepared, and the report is done much faster.”

“Being able to dictate the report when leaving the meeting, and seeing it flow straight into Dynamics, is exactly what we were looking for for our field reps.”

“We do not need to change how reps work: they keep doing their visits, and Trustlead takes care of reporting behind the scenes.”
Sébastien JungSales methods and process manager

Sitio del cliente