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Keronite

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Keronite Microsoft CRM

Spring 2007

The purpose of this project was to install and customise an installation of Microsoft CRM to meet the needs of the sales team at Keronite. Following significant investment, the company planned to grow quickly and they needed robust sales tracking and reporting to support this endeavour.

Keronite Ltd has developed a new generation of surface treatment technologies which harden light metal alloys such as magnesium, aluminium and titanium. These can then be used in new areas of manufacturing from the aerospace to automotive industries.

We worked with their management and sales team to deliver an effective CRM solution, solving many of the knowledge management issues that were occurring within the sales side of the business. We also significantly increased the visibility of sales information to the senior management through the implementation of some insightful reports.

The result is a far more homogenised operation running across the UK, USA and China.

The main focus of our team was on the following points:

  • Automatic production of the weekly pipeline reports
  • Pipeline analysis by category - extending the ability of the existing pipeline report so it can be used to compare opportunities across different categories (business sector, territory, revenue stream, production type)
  • Training of the sales team in the use of the new system
  • Removal of obstacles that decrease uptake of the system
  • Establishment of CRM as the main list of contacts within the company
  • Maintaining the system on an ongoing basis

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