The challenge
Kingspan's GoldMine CRM was over 13 years old. Its structure was highly complex, which made the data difficult to extract, and it held superfluous data gathered over the years that needed to be purged.
Kingspan needed a new system that would:
- Centrally manage project leads from Glenigan
- Provide an efficient and competent CRM export
- Sit in a dedicated and secure datacentre
- Give direct access to the CRM database for local reporting
- Win maximum buy-in from users
- Migrate with minimal downtime
- Restrict individual users to their own data lists, with only managers able to access the whole database
What we did
CRM-UK delivered a browser-based platform hosted in an ISO27001 accredited datacentre. It imports new project leads from Glenigan automatically.
- Glenigan integration: project leads are imported automatically.
- Custom lead assignment: a customised Glenigan import reassigns projects to areas and teams based on county or city.
- Microsoft Office: the CRM uses Kingspan's existing Microsoft Outlook email and calendaring, plus Microsoft Word for creating professional quotations.
- Secure reporting: a separate CRM instance and Microsoft SQL Server give secure, direct database access, so Kingspan can plug in Business Intelligence reporting.
- Active Directory: integration with a custom credential management portal that uses email authentication.
The results
- Projects are managed centrally by area and team
- Emails link directly to projects
- Users manage their own credentials, validated against Active Directory, which removes inactive accounts
“CRM-UK have been an excellent improvement in CRM supplier”
Kingspan
