Case Studies > Integrated CRM brings business benefits

Integrated CRM brings business benefits

Customer Company Size
SME
Region
  • Europe
Country
  • United Kingdom
Product
  • WinMan CRM
  • WinMan ERP
Tech Stack
  • CRM
  • ERP
  • Document Management
  • Engineering Change Control
Implementation Scale
  • Enterprise-wide Deployment
Impact Metrics
  • Customer Satisfaction
  • Productivity Improvements
  • Digital Expertise
Technology Category
  • Functional Applications - Enterprise Resource Planning Systems (ERP)
  • Application Infrastructure & Middleware - Data Exchange & Integration
Applicable Industries
  • Electronics
  • Equipment & Machinery
Applicable Functions
  • Business Operation
  • Sales & Marketing
  • Quality Assurance
Services
  • System Integration
  • Software Design & Engineering Services
About The Customer
Extronics is a Cheshire-based company specializing in the manufacturing and supply of electrical and electronic equipment designed for use in hazardous areas. The company has experienced rapid growth and is recognized for its expertise in providing high-quality, reliable products that meet stringent safety standards. Extronics serves a diverse range of industries, including oil and gas, pharmaceuticals, and chemicals, where safety and reliability are critical. The company is committed to innovation and continuous improvement, striving to meet the evolving needs of its customers through advanced technology and exceptional service. With a focus on customer satisfaction and operational excellence, Extronics has established itself as a trusted partner in the industry.
The Challenge
Extronics, a fast-growing specialist manufacturer and supplier of electrical and electronic equipment for hazardous areas, faced the challenge of managing customer relationships and integrating various business functions. The need for a robust and capable Customer Relationship Management (CRM) system that could seamlessly integrate with accounting, manufacturing, and back-office functions was paramount. The existing stand-alone CRM systems were not sufficient to meet the growing demands of the company, leading to inefficiencies and potential data silos. The company required a solution that could provide a comprehensive view of customer interactions, streamline the sales process, and enhance overall operational efficiency.
The Solution
Extronics implemented the WinMan CRM system, which is integrated into a complete ERP solution, to address its challenges. The WinMan CRM system is task-led, creating task lists for individuals, functions, and departments against each opportunity or project. This integration allows for seamless management of customer information, quote generation, and order processing within a single platform. The system stores information in various ways, ensuring that data related to companies, contacts, and projects are easily accessible and linked appropriately. Support cases, including technical support calls and nonconformances, are logged within the CRM, providing sales staff with insights into potential issues. The CRM data is utilized for forecasting and analysis, enabling production to make efficient forward purchasing decisions and track quote conversion rates. Additionally, the integrated document management and engineering change control capabilities provide traceability and link back to customer-specific requirements.
Operational Impact
  • The integrated CRM system has streamlined the sales process by providing a comprehensive view of customer interactions and opportunities.
  • The task-led approach of the CRM system ensures that tasks are clearly defined and assigned, improving accountability and efficiency.
  • Support cases and nonconformances are logged within the CRM, providing valuable insights for sales staff and enhancing customer service.
  • The system's forecasting and analysis capabilities enable more efficient production planning and purchasing decisions.
  • The integrated document management and engineering change control features ensure traceability and compliance with customer-specific requirements.
Quantitative Benefit
  • The integrated system has eliminated the need for a stand-alone CRM, reducing software costs by 20%.
  • The streamlined sales process has increased quote conversion rates by 15%.
  • The efficient production planning has reduced lead times by 10%.
  • The task-led approach has improved task completion rates by 25%.

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