Consistent with
growth, Helifix now generates user enquiries at the
rate of 40-50 per week, through
a combination of trade press advertising, exhibitions
and seminars. Most end-users are building and construction
companies, but other key customers include local
authorities and Housing Associations.
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Key facts
- Industry: Manufacturing
- No of staff: 35
- Accounting System: Pegasus
Opera II
- Previous CRM system: Goldmine
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All these enquiries from both existing
and new customers need logging and tracking and their
results analysed. Once logged, leads are passed to
a team of Helifix representatives on the road, and
to some 37 approved installers around the UK |
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ProspectSoft CRM Software Solutions |
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Priorities
for CRM Software
- Improved enquiry management
- Document access for all staff
- Improved quotation
preparation
- Logging and tracking
all UK and International sales opportunities
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The Goldmine system
used by helifix was clearly inadequate, so this needed
replacing with a system that could:
• Improve
management of enquiries with timely and accurate
logging and distribution, plus tracking and analysis
of resulting sales
• Make all documents, including CAD diagrams, available to engineering, admin and sales staff, in the office or on the road, in a secure manner |
• Enable office and field staff to produce quotations, then to follow-up resulting sales on into the accounting system Allow non-accounting staff, including those on the road, to access stock or delivery information
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Benefits of ProspectSoft CRM Software Solution |
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Helifix
began implementation of a ProspectSoft CRM system
in March 2004, which comprises 19 users, 11 of them
mobile. it supports all field-based sales and engineering
staff and means that:
• Helifix can log, track, then analyse the order value
of all enquiries by source (advertising, trade show,
seminar)
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CRM
Software Details
-
No of Sites: 1
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No of Mobile
Users: 8
- No of Mobile Users: 11
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No of Modules: 11
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Installation:
March
2004
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• All
outgoing and incoming documents and CAD diagrams
are accessible to all users, including those on the
road
• Integration with the Opera
II accounting system enables all CRM users in the
office and on the road, to prepare quotations, then
convert them directly into orders in Opera II SOP
• Opera II Integration also
enables ProspectSoft CRM users to access stock, price
and sales data |
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