Customer Relations Management

International water system manufacturer needs a quoting and customer management system to support its operations.

Global leader that delivers a comprehensive range of smart, sustainable water solutions to homes, business and industry around the world for access to clean and safe water. Whether it’s improving, moving or enjoying water.

    girl drinking water customer relations management software for water company

CRM

CHALLENGE

Quotations were made on Excel spreadsheets and saved into shared folders. This did not allow for a proper sales follow up, and offered very little control and visibility for managers on the overall sales activity. It is also difficult to manage mulitple international office operations.

SOLUTION

iExcel designed and implemented a CRM that structured the sales process. It Categorised sales leads in various stages, allocating them to sales managers, automating the discount structure per item and overall. A notification system is in place for managerial approval, call for action, reminders. Quotations are auto-generated and versioned to follow up the negotiation process. The database is cloud based so that all international offices and users on the move can access the system at any time.

IMPACT

An off the shelve CRM was not an option due to the industry’s complexity. With their new system, sales agents are able to have a clear overview of their sales activity, organise it much better, be puntual and reliable on all cutomer’s requests. Upper management is able to haev a clear understanding of their business be it by sales agent, region, product, product category, quarter, year on year. Having this level of organised information a their finger tip is a tremendous asset to act quickly and accurately and to better plan the company’s activity.