Treading water with Excel spreadsheets
In the world of water management, projections are key to success.
“In the construction industry,” says Dan Simmons, “you have massive lead times and sales cycles. We’re talking 12–24 months.”
For Quensus, establishing a clear communication system for high-value projects is everything.
“The main challenge for construction projects is the communication between stakeholders – trying to get key messages across to those people whilst keeping the project on track and on budget.”
To begin with, Dan and his team attempted to run the business manually using a spreadsheet-based CRM system.
“We were tearing our hair out with Excel spreadsheets.
“The main issue was linking it to our inventory management system and linking quotes to the projects.”
Prospect and Unleashed to the rescue: Slashing admin by 20%
“When you’ve got assemblies, products, quotes, and different pricing depending on quantities and customers,” Dan explains, “translating that into a document you can send customers [takes] at least one day a week.”
It wasn’t long before Quensus sought a more reliable solution.
Dan’s search for an integrated CRM and inventory system led him to Unleashed and its sister tool, Prospect CRM.
“[It’s been] a very positive experience. Using the two software streamlines processes, especially the operations part of the business.”
“Unleashed ticked the box for quoting, invoicing, purchase orders, stock control, delivery notes, tracking bill of materials, customised pricing for quantity and customers, and linking with Xero.”
For Dan and his team, product traceability is essential. Unleashed provided the perfect solution to this challenge.
“The serialisation feature inside Unleashed has been one of the main aspects for us. Every LeakNet we sell has a serial number inside it, so we can track every single product – where it’s gone, and the customer it’s gone to.
Dan is certain that connected business management is the key to operational efficiency and ongoing business success.
“The ability to integrate accounting, inventory management, CRM, and sales process is pivotal to having a successful company. I would estimate [we’ve achieved] a 20% time-saving.”
