The challenge
Vexcolt is one of the world's leading manufacturers of expansion joints for the construction industry. It urgently needed a modern, reliable CRM that would support business growth and give confidence in its data. Its previous system, Project Sales Achiever (PSA) from ConstructionCRM, caused several problems:
- System reliability: PSA suffered significant downtime and frequent technical issues, hitting productivity and customer confidence.
- Customer support: ConstructionCRM offered limited, email-only support from an offshore outsourced service, and charged for fixes to problems Vexcolt had not caused.
- Collaboration: there was no task management for setting activities, which limited collaboration across teams.
- Email tracking: teams could not see email communications, so sharing updates and monitoring customer interactions was hard.
- Project management: Vexcolt needed to track project progress and costs in detail.
- Ease of use: complex processes, such as multiple quote templates to handle currencies, needed simplifying.
- Integration: seamless integration with Sage 50 was essential to avoid duplication and keep financial information accurate.
- Data trustworthiness: cost and project data had to be accurate, reliable and easy to access.
What we did
CRM-UK worked with Vexcolt to design and implement a CRM tailored to its needs.
- Robust and reliable hosting: theCRM is hosted in CRM-UK's ISO27001-accredited, high-security data centre, giving the uptime and availability Vexcolt needed.
- UK-based support: experienced CRM specialists in the UK provide support by email and phone.
- Construction CRM capability: custom Glenigan data imports bring project information into the CRM. theCRM was configured for construction, with project-centric workflows and site-specific data.
- Sage 50 integration: theCRM syncs contacts, invoices, payment statuses, products and courier details with Sage 50. Quotes convert into orders without manual re-keying.
- Email tracking: built-in Office 365 integration tracks emails automatically and links them to records such as projects.
- Activity management: teams set tasks and proactive activities and monitor progress in real time, so follow-ups are not missed.
The results
By moving to theCRM, Vexcolt gained:
- A highly reliable system that ended downtime problems.
- Responsive, expert support that resolves issues quickly.
- Better collaboration, with visibility of tasks, projects and email communications.
- Streamlined workflows that reduce duplication and save time.
- Trusted, accurate data for confident decision-making and project management.
“CRM-UK not only delivered all capability, CRM-UK provided functionality that was not previously possible with our last CRM system”
Arun Kingwell, Technical Director, Vexcolt Ltd
