The challenge
Neville Lumb wanted to increase sales in a tough economic climate and to simplify and speed up quoting. They needed:
- A CRM for at least 50 internal estimators and sales staff
- Complex quotations built with very specific selling price calculations
- Integration with Barbour ABI, to get the most from their existing investment
- Up-to-date, accurate pricing imported from their Kerridge ERP system
- Sell price calculations, plus the ability to update prices on quotes older than 30 days
- A fit with very secure, tightly controlled IT systems (ISO 27001 accredited)
- 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
What we did
CRM-UK proposed a best-fit solution:
- theCRM integrated with Barbour ABI and Kerridge
- A customised theCRM quotation system with branch-level quotation documents
- Import of more than 50,000 Barbour ABI projects
- SQL Server SSIS packages and SQL Agent jobs for regular pricing imports
- Professional, detailed quotations sent by email
- Non-stock and custom items, with delivery charge calculations
- Access through Neville Lumb's existing secure Citrix infrastructure
The results
- Accurate pricing
- Time saved producing quotes
“CRM-UK were incredibly understanding and accommodating during implementation”
Sales and Marketing Manager, Neville Lumb
