Case study
Challenges■
- Migrate away from an aging GoldMine system
- Integrate with Sage Line 50
- Save Time avoiding entering information twice
- Implement a system for two distinct business units
- Migrate data from a quirky database structure
- Integrate with two Sage Line 50 Companies
2
man days
saved per week
- Migrate away from an aging GoldMine system
- Integegrate with Sage Line 50
- Save Time avoiding entering information twice
- Implement a system for two distinct business units
- Migrate data from a quirky database structure
- Integrate with two Sage Line 50 Companies
2
man days
saved per week
“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 of the project and the efficiencies that it has given us.”
Esther Evans, Managing Director
STM Packaging
The solution■
CRM-UK recommended a CRM to replace the existing GoldMine system. Our CRM expertise allowed us to quickly and efficiently extract the necessary data from GoldMine, with minimal disruption to the end users. Ongoing data imports are quick and simple using the import tool. Users now see the data they need, whilst Managers get a global view.
Integration
Synchronise Company and Contact information with CRM as the master
Customisation
Display Account status information within CRM to ensure sales people aren’t selling to non-payers
We analysed the requirements of STM Packaging, worked closely with their management team and highlighted greatly improved Opportunity Management, far better document management and creation functionality and the ability to integrate with their Sage Line 50 accounts package were top of the list of requirements.
Integration
Synchronise price lists for quicker and more accurate quoting with Sage as the master
Customisation
Automatic creation of sales instances when a sale is closed won in CRM to reduce data input and streamline sales order processing
CRM-UK recommended a CRM to replace the existing GoldMine system. Our CRM expertise allowed us to quickly and efficiently extract the necessary data from GoldMine, with minimal disruption to the end users. Ongoing data imports are quick and simple using the import tool. Users now see the data they need, whilst Managers get a global view.
Integration
Synchronise Company and Contact information with CRM as the master
Customisation
Display Account status information within CRM to ensure sales people aren’t selling to non-payers
We analysed the requirements of STM Packaging, worked closely with their management team and highlighted greatly improved Opportunity Management, far better document management and creation functionality and the ability to integrate with their Sage Line 50 accounts package were top of the list of requirements.
Integration
Synchronise price lists for quicker and more accurate quoting with Sage as the master
Customisation
Automatic creation of sales instances when a sale is closed won in CRM to reduce data input and streamline sales order processing
2
man day saved
per week
Data migration with minimal disruption
Sage Line 50 Integration