Case study
Challenges■
- Centrally Manage Project leads from Glenigan
- Work with an efficient and competent CRM export
- Ensure the new system was in a dedicated and secure datacentre
- Have direct access to the CRM database for local reporting
- Obtain maximum buy-in from users
- Existing GoldMine CRM system over 13 years old
- Superfluous data gathered over the years to be purged
- Migration to have minimal down-time
- Highly complex GoldMine structure – difficult to extract data
- Restrict individual users to their own data lists – only Managers can access the whole database
“CRM-UK have
been an excellent improvement in CRM supplier”
- Centrally Manage Project leads from Glenigan
- Work with an efficient and competent CRM export
- Ensure the new system was in a dedicated and secure datacentre
- Have direct access to the CRM database for local reporting
- Obtain maximum buy-in from users
- Existing GoldMine CRM system over 13 years old
- Superfluous data gathered over the years to be purged
- Migration to have minimal down-time
- Highly complex GoldMine structure – difficult to extract data
- Restrict individual users to their own data lists – only Managers can access the whole database
“CRM-UK have
been an excellent improvement in CRM supplier”
The solution■
CRM-UK proposed a best fit solution to meet the business needs of Kingspan. The browser based CRM solution, automatically imports new project leads downloaded from Glenigan. The solution is hosted in our ISO27001 accredited datacentre. The solution included:
Integration
Integration with Glenigan project leads
Customisation
Customised the Glenigan import to re-assign projects to areas and teams based on county or city
ROI
Rockall Safety maximised existing investment in Microsoft Outlook Email and Microsoft Word for creating professional line by line quotations in minutes
Due to Kingspan’s stringent security requirements and the need to provide secure but direct access to the Microsoft SQL Server database, CRM-UK created a new and separate CRM instance and Microsoft SQL. This allows Kingspan to include data in their main Business Intellegence reporting software. Their CRM installation integrates with Microsoft Active Directory. CRM-UK built a custom portal which allows users to manage their own credentials including an email authentication step removing the ability for malicious attempts to gain access.
The ability to centrally manage projects by area and team
The ability to link emails directly to projects
Users can manage their own credentials and our Active Directory reports ensure there are no users in the system that are inactive
CRM-UK proposed a best fit solution to meet the business needs of Kingspan. The browser based CRM solution, automatically imports new project leads downloaded from Glenigan. The solution is hosted in our ISO27001 accredited datacentre. The solution included:
Integration
Integration with Glenigan project leads
Customisation
Customised the Glenigan import to re-assign projects to areas and teams based on county or city
ROI
Rockall Safety maximised existing investment in Microsoft Outlook Email and Calendaring and Microsoft Word for creating professional line by line quotations in minutes
Due to Kingspan’s stringent security requirements and the need to provide secure but direct access to the Microsoft SQL Server database, CRM-UK created a new and separate CRM instance and Microsoft SQL. This allows Kingspan to include data in their main Business Intellegence reporting software. Their CRM installation integrates with Microsoft Active Directory. CRM-UK built a custom portal which allows users to manage their own credentials including an email authentication step removing the ability for malicious attempts to gain access.
The ability to centrally manage projects by area and team
The ability to link emails directly to projects
Users can manage their own credentials and our Active Directory reports ensure there are no users in the system that are inactive
The results■
Project met requirements
Kingspan users
up to speed
in matter of days
Kingspan user credentials encrypted