Case study
Challenges■
- Increase sales in a tough economic climate
- Simplify and accelerate quotation activity
- Implement a CRM solution that would support at least 50 internal estimators and sales staff
- The ability to build complex quotations using our very specific selling price calculations
- Integrating with Barbour ABI to maximise our existing investment in Barbour ABI
- Import up-to-date and accurate pricing from our Kerridge ERP system.
- Complex calculations to build a sell price and the ability to update the prices of existing quotes which are older than 30 days
- Our very secure and tightly controlled IT systems
- Migration of company and project information from various spreadsheets
- Modern easy to use cloud CRM Software – theCRM
- Excellent support from an independent CRM Solution Partner
50%
time saved
producing quotes
- Increase sales in a tough economic climate
- Simplify and accelerate quotation activity
- Implement a CRM solution that would support at least 50 internal estimators and sales staff
- The ability to build complex quotations using our very specific selling price calculations
- Integrating with Barbour ABI to maximise our existing investment in Barbour ABI
- Import up-to-date and accurate pricing from our Kerridge ERP system.
- Complex calculations to build a sell price and the ability to update the prices of existing quotes which are older than 30 days
- Our very secure ISO27001 accredited IT systems
- Migration of company and project information from various spreadsheets
- Modern easy to use cloud based CRM Software – theCRM
- Excellent support from an independent CRM Solution Partner
50%
time saved
producing quotes
“CRM-UK were incredibly understanding and accommodating during implementation”
Kevin Flint, Sales and Marketing Manager
Neville Lumb
The solution■
CRM-UK proposed a best fit solution to meet the business needs of Neville Lumb. theCRM is hosted in our ISO 27001 accredited datacentre. The solution included:
Integration
CRM integrated with Barbour ABI and Kerridge
Customisation
Customised theCRM quotation system along with customised branch level quotation documents. Additional customisation was added the Quotation area to update older quotes with current pricing
ROI
Neville Lumb maximised existing investment in Barbour ABI, the construction industry project lead supplier, importing all 50,000+ Barbour ABI projects
CRM-UK heavily customised the built-in quotation functionality so Neville Lumb can produce large quotations with accurate costs. CRM-UK created SQL Server SSIS packages and SQL Agent jobs to regularly import pricing information from Kerridge. Some benefits of theCRM project include:
The ability to send professional looking detailed quotations by email
The ability to add non-stock, custome items to a quotation and calculate delivery charges
Access to theCRM using the existing stable and secure Citrix IT infrastructure
CRM-UK proposed a best fit solution to meet the business needs of Neville Lumb. theCRM is hosted in our ISO 27001 accredited datacenter. The solution included:
Integration
CRM integrated with Barbour ABI and Kerridge
Customisation
Customised CRM quotation system along with customised branch level quotation documents. Additional customisation was added the Quotation area to update older quotes with current pricing
ROI
Neville Lumb maximised existing investment in Barbour ABI, the construction industry project lead supplier, importing all 50,000+ Barbour ABI projects
CRM-UK heavily customised the built-in quotation functionality so Neville Lumb can produce large quotations with accurate costs. CRM-UK created SQL Server SSIS packages and SQL Agent jobs to regularly import pricing information from Kerridge. Some benefits of the theCRM Project include:
The ability to send professional looking detailed quotations by email
The ability to add non-stock, custome items to a quotation and calculate delivery charges
Access to theCRM using the existing stable and secure Citrix IT infrastructure
The results■
100%
accurate pricing
Quotations created in half the time
Quick view and report for open quotations