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ClickNetherfield Showcases Project-SalesAchiever™
ClickNetherfield are a market-leading manufacturer, responsible for the design, build and installation of showcases in many of the world’s most prestigious museums and galleries. With over 80 members of staff based at headquarters in Livingstone, Scotland and around the UK, as well as many working on projects abroad, having a centrally accessed database for all customer and project information, was critical.
ClickNetherfield recognised early on their need for a CRM solution that had the added functionality of projects and quotations. Unable to find this functionality within mainstream, customer centric CRM software systems, they widened their search into the construction industry. They were impressed to find a specific solution – Project-SalesAchiever™. |
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Museum of Islamic Art, Doha, Qatar |
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Following a web demonstration, ClickNetherfield very quickly saw the benefits that Project-SalesAchiever™ could bring to their business.
“For us, it was the usability of the software which was so impressive; the search capabilities, the List Manager and the ability to customise your views”, says Alex. |
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Alex Rodwell, Systems Manager at ClickNetherfield explains: “One of the main drivers for us with this project was to have a single location for all of our information which everyone could access and would want to access because it was user-friendly. Our in-house system did not meet our requirements in terms of functionality; its capabilities were limited, visibility was very poor and as a result many of the business development and sales teams were keeping data on their own spreadsheets.” |
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Art Gallery of Ontario, Canada |
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Ulster Museum, Northern Ireland |
Project-SalesAchiever™ was initially rolled out to the sales and estimating, business development and marketing teams. Implementation was very straightforward due to the ease of use of the software and buy-in was quickly achieved. Following these successes, Project-SalesAchiever™ is now also being rolled out to the project management team.
Alex comments “Once staff saw what it can do and how it works, it really sold itself as the tool they needed to do their job.” |
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The main objective for ClickNetherfield was to get a single view of all their data, which includes Companies, Projects, Contacts, Quotes and Activity. Since implementation, the senior management team now have a clearer picture of the business and are able to target resource and make cost savings more effectively. With its simple reporting and powerful search functionality they have seen a marked improvement in focusing the sales team.
| Alex concludes, “From the initial web demonstration I have been impressed throughout with Project-SalesAchiever™ as a CRM solution. It is great to work with software, superbly designed and thought out and I would most definitely recommend it to anyone else facing the challenge of viewing CRM data by project as well as by customer.” |
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Anchorage Museum, Alaska, USA |
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