Case Study - Evac+Chair
Key Facts -
Industry:
Safety and Medical
Accounting System:
Pegasus Opera II
CRM System Details -
No of Users:
3
No of Mobile Users:
4
No of Modules:
4
Evac+Chair Ltd manufactures emergency stairway evacuation solutions for disabled or injured personnel. Other products facilitate short or long distance transport of the sick or injured.
In 1986 Par-Aid (Aid for Paraplegics) a division of Weston Hydraulics, had 5 people. A buy-out in 1989 created Evac+Chair, which is now a dynamic, 50-strong Birmingham company. Some sales and service staff are home-based. Except for the USA, products are sold worldwide through distributors.
The service operation was the prime target for a CRM software. Because the products are safety devices that are subject to mandatory inspection and service, it was essential to bring the planning and management of field service engineers' activities under close control.
Providing accurate, up-to-date, customer and service details to engineers in their homes or on the road, would improve operating efficiency significantly, by reducing the frequency of office visits. Other hoped-for benefits were savings in time and a reduction in transcription errors, by avoiding manual re-entry of data into multiple software applications.
Reasons why Evac+Chair chose ProspectSoft:
- The ProspectSoft CRM system tracks all on-site inspection and maintenance schedules and assigns follow-ups to engineers, without them needing to visit the office.
- ProspectSoft CRM Software integrates seamlessly and interacts extensively, with the Pegasus Opera II accounting system, from Pegasus Software.
- The CRM system automatically replicates all customer relationship management information such as projects and quotations, as well as accounts data, to users at home or on the road.
- Detailed analysis & reporting on key performance parameters is available.
Through close integration with Pegasus Opera II, ProspectSoft CRM software tracks all products sold, then sets and monitors dates for service engineers to carry out customer training and site-surveys.
Internal communication and logistics management have also been improved, as a result of implementing the system.
According to Barry Scholes, MD of Evac+Chair. "All people in the company are very confident using ProspectSoft CRM software and even those who don't use it, can see the benefits that it has brought to the business".
Scholes goes on to say: "ProspectSoft CRM has enabled Evac+Chair to manage service contracts smoothly, through a period of major expansion."