The challenge
Carl F Groupco supplies a wide range of high-quality window and door hardware components. Their objectives were to:
- Bring product prices and customer-specific pricing into the CRM from their existing Syspro ERP system
- Warn sales users automatically when a client's buying behaviour changes
- Give quick, convenient remote access to the system
What we did
- Built a complex, two-way automated integration with Syspro ERP.
- Developed detailed client buying-behaviour profiling. Sales users monitor changes in sales over a 3-month period using a simple red, amber, green traffic-light overview, so changes stand out quickly.
- Automated sales reports, which are created and sent to users. Users access the CRM from iPads anywhere over the internet.
The results
- High-value customer saved within 2 weeks
- The system paid for itself within weeks
- Quotes created in Syspro are available in the CRM within minutes
Within a month of deploying the new CRM, the client buying-behaviour system flagged a change. This let Carl F Groupco keep a high-value client and avoid a potential loss of thousands of pounds.