Utilize IT Support - Realise the true potential of your client base

Realise the true potential of your client base

Are you sure you’re maximising the sales potential of your own customer base and are you equipped to effectively track and close new business leads? A CRM (contact relationship management) system can help improve sales administration and identify new business leads.

A Utilize customer based in the East End of London recently discovered how ineffective sales administration had resulted in years of squandered sales opportunities.

The primary concern for this client was the creeping inconsistencies of his customer quotation process. Each member of the sales team had developed slight variations on standard quote templates which meant that lucrative options and up-sell opportunities were being missed on many projects.

A further objective was to modernise the sales forecasting system. Directors felt that too much time was being wasted on sales administration and, as all staff were using different systems to prepare their opportunity lists, the process made it difficult to make like for like comparisons between sales pipeline reports.

CHALLENGE	Inadequate sales administration
SYMPTOMS	• Errors in quotations • Terms and conditions overlooked • Squandered opportunities for up-sell and cross-sell • Ineffective sales forecasting • Poor customer service
SOLUTION	CRM (contact relationship management) software from Sage
ROI	3-4 months

Utilize demonstrated how a well designed CRM system can help classify sales prospects and identify your best customers. The detailed information which emerges can then be used to produce accurate monthly forecasting and improve your response to a client’s buying needs right throughout the sales cycle.

Utilize delivered a Sage CRM solution designed to:

• Build and strengthen customer relationships to keep them coming back

• Automate routine sales tasks including quote production and forecasting - allowing the client to spend more time focusing on
strategic sales issues.

• Provide value-added services that are difficult for competitors to duplicate

• Improve product development and service delivery processes

• Increase staff awareness of customer needs

• Reduce customer frustration by avoiding the need to ask the same questions over and again

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