Case study
Challenges■
-
Autotrak Portable Roadways Ltd is one of the UK’s most reputable and largest independent hire companies providing temporary roadway systems. The previous system TSS all Hire did not have the functionality needed to keep track of Jobs and made the scheduling of available stock too challenging.
- Quote Management / Stock Availability Autotrak needed a system that would make it easy to understand the stock availability on the dates customers were looking to hire.
- Job Scheduling needed to manage the availability of Trucks, Forklifts, Drivers, Co-Drivers and track the installations / collections of road panels.
- Collaboration limitations: The system lacked functionality for task management and put far too much reliance on individuals remembering the details of each job.
- Email tracking: Teams had no visibility of email communications, making it difficult to share updates or monitor customer interactions.
- Integration needs: Seamless integration with Sage was essential to avoid manual duplication improve the efficiency of financial administration.
Customer support: Autotrak needed a company that would provide responsive customer support with the flexibility to deliver changes required..
“Job quoting, scheduling and vehicle management
made easy”
“Job quoting, scheduling and vehicle management
made easy”
“theCRM makes Quoting with stock availability, Job Scheduling and Vehicle management much easier”
Maria Fox, Finance Director
Autotrak Portable Roadways
The solution■
By moving to CRM-UK’s modern CRM solution, Autotrak gained:
- Operational efficiency making it easier to quote, schedule, manage and track jobs.
- Improved collaboration, with visibility across tasks, projects, and communications.
- Streamlined workflows, reducing duplication and saving time.
- Trusted, accurate data to support confident decision-making and project management.
- Responsive, expert support that resolve issues quickly and effectively.
CRM-UK’s solution has transformed how Autotrak manages sales, job scheduling and vehicles. theCRM provides a platform that enables Autotrak to scale efficiently to enable long-term success.
The results■
Quoting with stock availability
Job scheduling and management
Vehicle management
Get in touch!
We'd love to help you achieve more■
Here is what to expect:
- We will take 5 minutes to understand how you currently manage projects and quotes
- We will show you what that looks like inside CRM-UK
- You will leave knowing whether it is a good fit - no obligation either way