In
1986 Par-Aid (Aid for Paraplegics) a division of
Weston Hydraulics, had 5 people. A buy-out in 1989
created Evac+Chair, which is now a dynamic, 50-strong
Birmingham company. Some sales and service staff
are home-based. Except for the USA, products are
sold worldwide through distributors.
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Key
CRM Software Objectives |
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Priorities for CRM Software
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Effective scheduling
and tracking of service teams’ activities
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Close
integration with Pegasus Opera II
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Maintaining
service contracts and regular health and
safety inspections
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The service operation was the
prime target for a CRM software. Because the products
are
safety devices that are subject to mandatory inspection
and service, it was essential to bring the planning
and management of field service engineers’ activities
under close control.
Providing accurate, up-to-date,
customer and service details to engineers in their
homes or on the road, would improve operating
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efficiency significantly,
by reducing the frequency of office visits. Other hoped-for
benefits were savings in time and a reduction in transcription
errors, by avoiding manual re-entry of data into multiple
software applications. |
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ProspectSoft
CRM Software Solution |
| In August 2004, Evac+Chair
commenced installation of the ProspectSoft Customer
Relationship Management Solution, which yielded four
early benefits: |
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• The ProspectSoft CRM system tracks all on-site inspection and maintenance schedules and assigns follow-ups to engineers, without them needing to visit the office
• ProspectSoft CRM Software integrates seamlessly and interacts extensively, with the Pegasus Opera II accounting system, from Pegasus Software
• The CRM system automatically
replicates all customer relationship management information such as projects and quotations, as well as accounts data, to users at home or on the road
• Detailed analysis & reporting
on key performance parameters is available |
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| Through close integration
with Pegasus Opera II, ProspectSoft CRM software tracks
all products sold, then sets and monitors dates for
service engineers to carry out customer training and
site-surveys. |
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| Internal communication
and logistics management have also been improved, as
a result of implementing the system. |
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Benefits of ProspectSoft CRM Software Solution |
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According to Barry
Scholes, MD of Evac+Chair. “All
people in the company are very confident using ProspectSoft
CRM software and even
those who don’t use it, can see the benefits
that it has brought to the business”.
Scholes goes on to say: “ProspectSoft
CRM has enabled Evac+Chair to manage service contracts
smoothly, through a period of major expansion.” |
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No of Sites: 1
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No of Network Users: 3
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No of Mobile Users: 4
- No of Modules: 4
- Installation began: August 2004
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In January 2005, Evac+Chair
began to equip field sales staff with mobile CRM and
is considering additional modules. |
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