The challenge
STM Packaging needed to:
- Move away from an ageing GoldMine system
- Integrate with Sage Line 50, across two Sage Line 50 companies
- Save time by not entering information twice
- Run one system for two distinct business units
- Migrate data from a quirky database structure
What we did
CRM-UK recommended theCRM to replace GoldMine:
- Extracted the data from GoldMine with minimal disruption to users. See CRM data migration.
- Set up quick, simple ongoing imports with an import tool.
- Users see their own data. Managers get a global overview.
- Synchronised company and contact information, with the CRM as master.
- Showed each account's status in the CRM, to prevent sales to non-paying customers.
- Improved opportunity management.
- Improved document creation and management.
- Synchronised price lists, with Sage as master, for accurate quoting.
- Created sales orders automatically when an opportunity is closed won, reducing manual data entry.
The results
- Man days saved every week
- Data migrated with minimal disruption
- Sage Line 50 integration in place
“It was crucial to us to have the expertise both in CRM and in our company and its goals. CRM-UK were therefore the perfect choice for us and we are very happy with the outcome.”
Managing Director, STM Packaging
