Case study
Challenges■
- Implement a way to manage opportunities through the sales lifecycle
- Comply with Capita central guidelines
- Create a MOB (Management Operations Business) report without the need for the sales team to spend time on it
- Track Sample testing during the pre-sales process
- Provide all users easy access to communication history
- Allow users to set activity reminders to stop deals being lost due to non-communication
- Provide on the road access to the CRM tool
- Work inside Capita’s strict company guidelines
- Create a MOB report in seconds
- Import data from multiple sources into a CRM
- Accommodate multiple user devices
- Complete the whole project with an absolute minimum of disruption to the business
3
man weeks saved reporting per month
- Implement a way to manage opportunities through the sales lifecycle
- Comply with Capita central guidelines
- Create a MOB (Management Operations Business) report without the need for the sales team to spend time on it
- Track Sample testing during the pre-sales process
- Provide all users easy access to communication history
- Allow users to set activiy reminders to stop deals being lost due to non-communication
- Provide on the road access to the CRM tool
- Work inside Capita’s strict company guidelines
- Create a MOB report that is created in seconds
- Import data from multiple sources into a CRM
- Accommodate multiple user devices
- Complete the whole project with an absolute minimum of disruption to the business
3
man week’s saved reporting per month
“Implemented on time and on budget. Replicated our MOB (Management Operations Business) report which used to take three man-week’s per month and now takes 5 seconds. Most importantly a CRM solution was implemented quickly, within budget and within the constraints of our groups guidelines for 3rd party software.“
Martin Leonard, Marketing Manager
Capital TDS
The solution■
CRM-UK proposed a best fit solution to meet the business needs of Capita TDS. Being browser based and centralised this gave Capita the best all round solution:
Centralisation
Capita moved all opportunity tracking into CRM which centralised their company pipeline
Customisation
The native Activity allowed Capita to manage their Sample creation procedures with just a few minor tweaks from our development team
Report Writing
A SQL report was written that took the now centralised pipeline information and created a report with a single click that used to take the Sales Manager and his team a full man week to complete
Group Guidelines
Capita’s central IT services team were consulted along the way to ensure data security and company access requirements were incorporated
As Capita did not have a CRM System in place before a lot of the main benefit they realised were thanks to the incredibly simple and intuitive user interface.
It became easy to find records and track what activity had happened on their accounts
The unique fully automatic Email tracking functionality meant they could see all email traffic between their staff and their customers without having to access inboxes
Users were able to simply add activities and set themselves reminders. The system was also able to set automatic reminders based on workflow
The results■
100%
CRM functionality achieved
A MOB report
ran in seconds
Sample tracking system managed within sales process