SMC Wholesale Implements ProspectSoft CRM
| Metalock Engineering UK Ltd, based in Coventry England is an established global mechanical equipment repair company. |  |
Key CRM Software Objectives
Metalock UK provides a range of specialist engineering services to a diverse range of engineering industries all around the world, which include Power Generation, Marine, Petro Chemical, Steel, Paper, Pressing & Forging, Mining and Offshore. Key objectives:
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Key Facts
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"It is evident to us that ProspectSoft CRM is saving us a lot of time when it comes to quoting. It also has streamlined our operation past this point, right up to invoicing."
Martin Cocks, Project Engineer, Metalock Engineering UK Ltd
CRM Solution
Access© was initially evaluated, but did not match overall requirements. Bridge Associates, one of the Gold Partners of ProspectSoft, recommended ProspectSoft CRM due to its overall functionalities that would satisfy Metalock’s key objectives.
Results
- All ProspectSoft CRM users can now respond quickly to customer queries due to instant access to customer information.
- Customer quotations can now be generated in minutes rather than hours.
- Integration with Microsoft Office ensures elimination of re-keying errors.
CRM System Details
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Metalock’s complex sales process is now easily and quickly managed. |
- ProspectSoft CRM users can access all Opera sales ledger transactions.
Outcomes
A further four mobile users can also access critical customer data at any instance. These functionalities give all mobile users the ability to process and confirm orders.
‘Out of Box’ accounts integration with Opera effectively links back office processes, providing an end to end solution to enhance business growth.
