Trimbio's Success Story

Trimbio is a specialist supplier to the physio, osteo, chiropractic, sports injury, and pre-hospital care markets, providing medical equipment along with expert service and repair support.

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Summary

We chose Prospect CRM and Unleashed for their seamless integration, and over the past six months, the results have been clear. We’ve achieved a noticeable increase in sales, sharper profit margins, and significant time savings across departments. Whether it’s tracking customer conversations, managing product stock, or coordinating service and repair jobs, everything now runs more smoothly and with better visibility.

Testimonial

Vicky Murray, Office Manager

"Overall, Prospect has meant that we are saving one day a week in admin across all departments"

Skip the Inbox Hunt

We can access past conversations and sales activity instantly without sifting through emails.

Smarter Selling

We use the Magic Matrix tool to easily identify upsell and cross-sell opportunities, and increase average order value.

Know Who to Call, and When

We can easily spot our champion customers and those at risk, and can reach out with perfect timing.

Pre-Prospect Problems

Simon Francis, Managing Director

"We had previously been using several pieces of software, but none of them integrated with Unleashed. Many solutions that we tried didn’t deliver the true integration that we were promised, meaning we were manually moving data between systems which was a step backwards for us. So, although we spent many hours on onboarding, we ultimately had to start the whole process again. After reviewing a range of software, we found that the integration between Prospect CRM and Unleashed met all of our requirements as a business."

Vicky Murray, Office Manager

"Before we implemented Prospect, we were using a system that wasn’t linked with Unleashed or basic spreadsheets that were open to human error. Pre-Prospect, we had no way of tracking repeat orders – a customer would order and we would just have to hope that they return to us. We adopted Prospect CRM in order to eliminate messy email trails, improve our quoting process, and nurture on-off customers to loyalty."

Dale Goldsmith, Lead Service Technician

"The sales tool we used before Prospect made it a nightmare to track customers and issues with machine repairs – we really struggled to find the trail of our customers and the conversations they had with our staff. At the time, all repair requests were stored in scattered emails and there was limited communication between the main office and our repair team to solve customer issues. We needed to bridge the gap between departments and prevent delays in service, which is when we decided to implement Prospect CRM."

Mark Weisner, Logistics & Operations Manager

“The previous WMS that we used became overloaded and as such it underdelivered in so many areas. Everything was very manual and, while you could see transactions, you had to physically search for that data, which was laborious. Reporting was limited and it had no real depth to it. We had to dig through loose data to find key information – it was more of a hindrance than a help. However, when we trialled Unleashed, we found that it ticked nearly all the boxes were required to function as a smarter-working company.”

The Solution

Simon Francis, Managing Director

“With Unleashed and Prospect CRM, we now have full traceability of every product we touch. We’ve seen a 16.6% growth in sales as well as an 18.8% growth in gross margins due to the integration and features that these systems offer. We can easily identify opportunities to cross-sell consumables and have more time to focus on what the business does for our customers, instead of worrying about how the business operates. Because of the time saving benefits, the software has allowed me to reduce my working days to four days from five each week.”

Vicky Murray, Office Manager

“The integration between Prospect CRM and Unleashed has improved our quoting workflow significantly. As soon as we generate a Quote in Prospect and it’s been accepted by the customer, this automatically converts into a Sales Order in Unleashed, saving us a day a week on admin like rekeying quote details. We can now also use Missing Order Alerts and RFM Analysis in Prospect to track customer activity and encourage reorders by reaching out with special pricing to increase sales.”

Dale Goldsmith, Lead Service Technician

“Prospect CRM’s Problem Management feature lets the office admin team assign a Task to me and attach pictures or videos, so I can assess the issue and generate a quote for our customer. We no longer have to dig through emails to find customer trails and threads. I’m now saving at least six hours a week and spending more of my time helping other customers.”

Mark Weisner, Logistics & Operations Manager

“Moving away from our old system and into Unleashed which is integrated with Prospect CRM, we can produce reports and quickly extract the exact data that is needed. This proved itself when we had to check the data held on several products that were recalled by the supplier. The ease of extracting this date on the recalled product by batch number and seeing exactly who purchased it, then to contact our customers was efficiently executed. The beauty of the software is that I can run and combine reports to make sure that we’re ordering the right stock at the right time. There’s been more than a 100% increase in what we’re purchasing and dispatching month on month, but we haven’t had to employ any new resource to cover that because everything is efficiently handled by Unleashed and Prospect.”