Case study

Project outline

Carl F Groupco provide a wide range of high quality window and door hardware components.

To integrate product prices and customer-specific pricing from their existing Syspro™ ERP solution.  For sales users to be warned automatically as and when client buying behaviour changes.  The ability to access their system remotely quickly and conveniently.

CRM-UK implemented a complex two-way automated integration with Syspro™ ERP.  Alongside this CRM-UK developed extensive client buying-behaviour profiling allowing sales users to closely monitor changes in sales over a 3 month period with a simple traffic-light “red amber green” overview to quickly spot changes.

Sales reports are automatically created and sent to update users who now access from iPad’s™ anywhere over the internet.

Within a month of deploying our new CRM, the client-buying behaviour system flagged a change which enabled Carl F Groupco to keep a high-value client, saving a loss of potentially thousands of pounds.

1st

high value customer
saved within 2 weeks

To integrate product prices and customer-specific pricing from their existing Syspro™ ERP solution.  For sales users to be warned automatically as and when client buying behaviour changes.  The ability to access their system remotely quickly and conveniently.

CRM-UK implemented a complex two-way automated integration with Syspro™ ERP. Alongside this CRM-UK developed extensive client buying-behaviour profiling allowing sales users to closely monitor changes in sales over a 3 month period with a simple traffic-light “red amber green” overview to quickly spot changes.

Sales reports are automatically created and sent to update users who now access from iPad’s™ anywhere over the internet.

Within a month of deploying our new CRM, the client-buying behaviour system flagged a change which enabled Carl F Groupco to keep a high-value client, saving a loss of potentially thousands of pounds.

1st

high value customer
saved within 2 weeks

The results

2

weeks to
pay for itself

Quotes created in SysPro available
in minutes

1st

high value customer saved within 2 weeks

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